67 terms. Underlined words in the articles open these definitions.
- Abbreviated invoice
The short invoice of a bill of Rs 9,999 or less, unless the cashier switches to a tax invoice.
It shows the prices with VAT included. It is still an invoice in the books and is sent to the IRD when the company follows the IRD rules (IRD-ready invoicing at the till).
- Accept (cash)
The button on the till's cash page: the cashier takes responsibility for the drawer.
It opens a cash handover row that the end-of-day hand over closes (Open the till and accept the cash).
- Anonymous customer
The account a walk-in's bills are booked to. It is set in Configuration.
It should return to zero when every bill is paid. A Non-Cash return of a walk-in bill leaves a credit on it (Sales replacement: exchange goods).
- Bank charge bank commission
A fee the bank takes on a card or wallet payment. It is booked as a journal, not paid by the customer.
The box shows only when your company has bank charges set up by Penahak support.
- Bank/Wallet Payment
A payment by card, transfer, QR or wallet, recorded against the bank you choose.
The till records that the customer paid; it does not confirm the money (Take the payment: cash, bank and wallet).
- Batch batch product, batch no
A lot of one product with its own number, manufacturing and expiry. A batch product is scanned by its batch number.
Its stock and rate follow the batch (Find and add products).
- Bill bills
One sale at the till: the lines, the adjustments and the payments, saved as a sales invoice.
The bill number is on the receipt and is the number to search for in Accounting (Save the bill: Sales/Print).
- Bill adjustment adjustment, sales adjustment
A line the company adds to every bill: a bill discount, VAT, and so on, in a set order.
Set up in Sales Adjustment in Accounting (VAT, rounding and the kind of invoice).
See VAT, rounding and the kind of invoice, Discounts and adjustments on the bill
- Bill number Receipt no, receipt number
The number printed on the receipt; it is the sales invoice number.
Taken from the branch's sales numbering series when the bill is saved. It is typed to reprint a bill or to load it for a return (Print the receipt and reprint a bill, Sales return: take goods back).
- Cash handover hand over the cash, handover
At the end of the day the cashier counts the drawer, compares it with the till's cash sales and hands the cash to a named person.
A difference is recorded as excess or less. Nothing is posted to Accounting (Hand over the cash at the end).
- Cash refund
A return paid out of the drawer. It is booked as a payment voucher a moment later.
It lowers the cash to hand over (Hand over the cash at the end).
- Cash selling customer cash customer
A customer who must pay in full at the till. A customer without the marker may buy on credit.
A switch on the customer in Accounting. A customer registered at the till does not have it (Sell on credit to a named customer).
See Sell on credit to a named customer, Walk-in, named and new customers
- Credit sale sale on credit, on credit
A bill where a named customer pays less than the total. The cashier types Credit to confirm.
The unpaid part stays on the customer's account until a receipt is made in Accounting (Sell on credit to a named customer).
- Customer group
A group of customers with its own discounts. Used on Accounting invoices, not at the till.
- Datewise rate
A product's sales rate by the date it starts. The Rate link of a line lets you pick one.
It is the product's rate history (Discounts and adjustments on the bill).
- Debit note
The entry made when a gift card pays part of a bill.
- Default bank
The bank a Bank/Wallet Payment starts with. It is set in Configuration, tab Voucher.
The cashier can choose another bank for a bill (Which account each part of a bill goes to).
- Default warehouse default godown
The one warehouse of a branch the till takes stock from.
Each branch must have exactly one (Set up a shop for the retail POS: checklist).
- Draft held bill, hold a bill
A bill put on hold under a mobile number. Only its lines are kept, for 30 minutes.
Recall it from the arrow of the Draft button (Put a bill on hold and recall it).
- Equivalent amount
On a gift card, what the card is worth when spent. In a loyalty policy, the amount that earns the points.
See Issue gift cards, print them and reprint one and Loyalty policy: how customers earn points.
See Issue gift cards, print them and reprint one, Loyalty policy: how customers earn points
- Excess and less excess amount, less amount, deficit
On a hand over, the cash counted above or below what the till's cash sales say.
Recorded on the hand over; not booked in Accounting (Hand over the cash at the end).
- Fiscal year
The accounting year. The numbering series must fit inside it, and it needs an IRD name for its bills to reach the IRD.
See Numbering series the till needs and IRD-ready invoicing at the till.
See Numbering series the till needs, IRD-ready invoicing at the till
- GCP
The start of every gift card number.
A number that starts with GCP is sold as a gift card (Sell a gift card and pay with one).
- Gift card gift cards
A card the shop sells for a price that the holder spends later up to its value.
A card has a number that starts with GCP (Issue gift cards, print them and reprint one, Sell a gift card and pay with one).
- Gift card batch
One description, value, price and expiry for many cards, made on Card Issue.
A printed batch can no longer be edited (Issue gift cards, print them and reprint one).
- Initial bonus point Initial bonus loyalty point
The points a new loyalty customer starts with, set in Configuration.
See Loyalty customers, manual adjustments and the points report.
See Loyalty customers, manual adjustments and the points report
- IRD-ready
An invoice made so it can be sent to the IRD. With the company's IRD setting on, each bill is sent after it is saved.
- Journal voucher journal
An Accounting entry that moves value between accounts, such as a bank charge or a gift card sale.
- Last date to sale
The last day a gift card of a batch can be sold.
- Loyalty adjustment policy spending policy, adjustment policy
The rule for spending: how many points make how many rupees of discount.
It must also be running for points to be earned (Spend points on a bill: the loyalty adjustment policy).
- Loyalty card number card no
A customer's loyalty number; a search by it finds the customer at the till.
Made when the customer becomes a loyalty customer (Loyalty customers, manual adjustments and the points report).
See Loyalty customers, manual adjustments and the points report
- Loyalty collection policy collection policy
The rule for earning: points for each amount spent, between two dates, above a minimum total.
- Loyalty discount
The discount a customer takes by spending points. It lowers the bill's total.
Typed in the Loyalty discount box (Spend points on a bill: the loyalty adjustment policy).
- Loyalty point loyalty points, points
Points a named customer earns on a bill and can spend as a discount.
Earned by the collection policy, spent by the adjustment policy (Loyalty policy: how customers earn points, Spend points on a bill: the loyalty adjustment policy).
See Loyalty policy: how customers earn points, Spend points on a bill: the loyalty adjustment policy
- Negative stock
The company setting that blocks, warns about or ignores selling more than the stock.
At the till only Block makes the screen refuse a quantity (Quantities, units and the stock limit).
- Non-Cash return Non-Cash
A return where nothing is paid out: the amount stays as credit on the customer.
Use it for an exchange (Sales replacement: exchange goods).
- Numbering series document numbering, series
The rule that gives each kind of document its next number, for a branch and a fiscal year.
The till needs seven (Numbering series the till needs).
- Paid amount
On a gift card batch, the price the customer pays. The difference from the equivalent amount is the discount.
- Payment voucher
The Accounting entry for money paid out. A cash refund on a return becomes one.
- Penahak POS desktop app desktop app
The program on the till computer that knows the terminal and prints the receipt.
It must be running for the till to open and to print. It keeps the terminal's name, the company logo and the printer to use.
See Terminals: register a till and bind its computer, Print the receipt and reprint a bill
- Petty cash
The float the supervisor puts in a till's drawer for the day, counted by notes and coins.
Nothing is posted to Accounting (Petty cash: the float for each till).
- POS Sales
The till screen: scan products, take the payment, print the receipt.
The screen a cashier sells on. It checks the terminal, the settings and the cash before it opens, then builds a bill line by line. See The POS Sales screen.
- Product discount line discount
A discount on one line, from a running scheme or typed with the line's Discount link.
- Product SKU SKU, barcode
The product's code. A scan or a typed code finds the product at the till.
Print labels from it on Product SKU (Print product barcode labels).
- Receipt design
What each branch's receipt shows: logo, address, return policy, slogan and so on.
Without one, receipts cannot be printed (Receipt design: what the printed receipt shows).
- Receipt voucher
The Accounting entry for money received. A bill's cash and bank payments each become one.
- Return amount
On the sales screen, the change to give back when the cash is more than is due.
Only cash gives change (Take the payment: cash, bank and wallet). On the Sales Return screen the same words mean the value of the goods coming back.
- Round-off rounding
The difference that rounds the total to a whole rupee, by the company's setting.
Floor, Ceiling or nearest (VAT, rounding and the kind of invoice).
- Sales invoice sales invoices
The record of a sale in Penahak Accounting. Every POS bill is one.
It holds the customer, the lines, VAT and discounts, and takes the goods out of stock (What a saved bill writes in the books and in stock).
- Sales replacement exchange
A sale of new goods where an earlier Non-Cash return pays part of the bill.
- Sales return sales returns
A document that takes goods back against a bill: the invoice is reduced and the goods go back to stock.
- Sales return amount
On Sales Replacement, the value of the earlier return, used as part of the payment.
Found by the number of the returned bill.
- Scheme schemes
A discount percentage on chosen products between two dates. The till applies it by itself.
- Scheme group
A name that holds schemes, for example Festival offers.
- Secret key
The shop's word that a cashier types to delete lines on the till.
Set in Configuration, tab Sales. Without one, lines cannot be deleted (Quantities, units and the stock limit).
See Quantities, units and the stock limit, Configuration settings the till uses
- Supervisor role
A role marked as supervisor: its users see Void/Reset on the till.
Set with Is this a supervisor role ? on the role (Who may do what: roles, scopes and the supervisor role).
- Tax invoice
The full invoice. Every bill over Rs 9,999 is one; a smaller bill is one when the cashier chooses it.
The switch on the till reads Tax invoice or Abbreviated (VAT, rounding and the kind of invoice).
- Tender amount
What the customer pays in all: cash, bank or wallet and gift card together.
It must be at least the Total, except for a credit sale (Take the payment: cash, bank and wallet).
- Terminal terminals
A till as Penahak knows it: a name, a branch and the computer bound to it.
Each till has a terminal record. The computer is bound to it once with Update Agent. The terminal is on every payment line, so the cash of each till can be counted (Terminals: register a till and bind its computer).
- Terminal cash
The screen with the tabs Cash handover, Terminal sales and Branch sales.
See Hand over the cash at the end and Terminal sales and branch sales.
See Hand over the cash at the end, Terminal sales and branch sales
- Terminal sales
What each till took by payment method and cashier on a day.
A tab of Terminal cash (Terminal sales and branch sales).
- The sync account sync, sync with Accounting
The background step that turns a bill's payments into receipts and other entries a moment after the save.
- Till tills
A shop computer with the printer and the Penahak POS desktop app, used to sell.
One till is one terminal in Penahak. A shop can have several, each with its own cash drawer.
- Update Agent
The button on Terminal that binds the till computer to a terminal.
Press it on the till computer (Terminals: register a till and bind its computer).
- VAT inclusive
A product whose sales rate already contains the VAT. The till takes the VAT out and adds it back.
The customer pays the shelf price (VAT, rounding and the kind of invoice).
- Void/Reset
The button that clears the whole bill on the till. Only supervisor roles see it.
It asks for a confirmation. A cashier who needs a bill cleared asks a supervisor (The POS Sales screen).
- Walk-in customer walk-in, walk-in bill
A bill with no customer chosen. It goes to the shop's walk-in account and must be paid in full.
Choose a customer to put the sale in a name, to use loyalty points or to sell on credit (Walk-in, named and new customers).