99 lines
4.1 KiB
Markdown
99 lines
4.1 KiB
Markdown
# Point of Sale Invoice
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Point of Sale (POS) is the place where a retail transaction is completed. It
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is the point at which a customer makes a payment to the merchant in exchange
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for goods or services. For retail operations, the delivery of goods, accrual
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of sale and payment all happens in one event, that is usually called the
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“Point of Sale”.
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You can make a Sales Invoice of type POS by checking on “Is POS”. When you
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check this, you will notice that some fields get hidden and some new ones
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emerge.
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> Tip: In retail, you may not create a separate Customer record for each
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customer. You can create a general Customer called “Walk-in Customer” and make
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all your transactions against this Customer record.
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#### Setting Up POS
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In ERPNext all Sales and Purchase transactions, like Sales Invoice, Quotation, Sales Order, Purchase Order etc. can be edited via the POS. There two steps to Setup POS:
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1. Enable POS View via (Setup > Customize > Feature Setup)
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2. Create a [POS Setting]({{docs_base_url}}/user/manual/en/setting-up/pos-setting.html) record
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#### Switch to POS View
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Open any sales / purchase transaction. Click on the Computer <i class="icon-desktop"></i> Icon.
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#### Different sections of the POS
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* Update Stock: If this is checked, Stock Ledger Entries will be made when you “Submit” this Sales Invoice thereby eliminating the need for a separate Delivery Note.
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* In your Items table, update inventory information like Warehouse (saved as default), Serial Number, or Batch Number if applicable.
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* Update Payment Details like your Bank / Cash Account, Paid amount etc.
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* If you are writing off certain amount. For example when you receive extra cash as a result of not having exact denomination of change, check on ‘Write off Outstanding Amount’ and set the Account.
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### Adding an Item
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At the billing counter, the retailer needs to select Items which the consumer
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buys. In the POS interface you can select an Item by two methods. One, is by
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clicking on the Item image and the other, is through the Barcode / Serial No.
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**Select Item** \- To select a product click on the Item image and add it into the cart. A cart is an area that prepares a customer for checkout by allowing to edit product information, adjust taxes and add discounts.
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**Barcode / Serial No** \- A Barcode / Serial No is an optical machine-readable representation of data relating to the object to which it is attached. Enter Barcode / Serial No in the box as shown in the image below and pause for a second, the item will be automatically added to the cart.
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> Tip: To change the quantity of an Item, enter your desired quantity in the
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quantity box. These are mostly used if the same Item is purchased in bulk.
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If your product list is very long use the Search field, type the product name
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in Search box.
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### Removing an Item
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There are two ways to remove an Item.
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* Select an Item by clicking on the row of that Item from Item cart. Then click on “Del” button. OR
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* Enter 0(zero) quantity of any item to delete that item.
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To remove multiple Items together, select multiple rows & click on “Del”
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button.
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> Delete button appears only when Items are selected.
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### Make Payment
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After all the Items and their quantities are added into the cart, you are
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ready to make the Payment. Payment process is divided into 3 steps -
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1. Click on “Make Payment” to get the Payment window.
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2. Select your “Mode of Payment”.
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3. Click on “Pay” button to Save the document.
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Submit the document to finalise the record. After the document is submitted,
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you can either print or email it directly to the customer.
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#### Accounting entries (GL Entry) for a Point of Sale:
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Debits:
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* Customer (grand total)
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* Bank / Cash (payment)
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Credits:
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* Income (net total, minus taxes for each Item)
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* Taxes (liabilities to be paid to the government)
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* Customer (payment)
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* Write Off (optional)
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To see entries after “Submit”, click on “View Ledger”.
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