What happens when you open POS Sales
Open POS Sales on the till computer. The screen runs three checks before it shows the till. Each stops the screen with a message, so nothing can be sold on a till that is not ready.
- The terminal
- The shop's settings
- The cash
The same three checks run on Sales Return and Sales Replacement. Once you have accepted, the other screens open at once.
If the cash page asks for yesterday's hand over
The page says "Please hand over the previous day's cash." and the button is Cash handover instead of Accept. Someone who took responsibility for this terminal on an earlier day did not hand the cash over. Press Cash handover, finish that hand over (Hand over the cash at the end), then open POS Sales again.
The settings list
The page lists what is missing, one line each. Your administrator or accountant sets them. The till does not check the fiscal year or its IRD name: keep an active year with its IRD name anyway (IRD-ready invoicing at the till).
| The page says | What to set |
|---|---|
| Sales ledger not set, Sales return ledger not set | Configuration, tab Sales: Sales ledger and Sales return ledger |
| Cancel Product not set, Cancel Customer not set | Configuration, tab Miscellaneous: Cancel product and Cancel customer |
| Cash Book ledger not set | Configuration, tab Voucher: the cash ledger |
| Anonymous customer not set | Configuration, tab Sales: Anonymous customer, the account a walk-in buys on |
| Sales Document Number, Sales Return Document Number, Journal Voucher Document Number, Cash Bank Document Number, Debit Note Document Number, Payment Document Number, Receipt Document Number: not set | Document numbering: a series for each, for your branch, active, and covering today (Numbering series the till needs) |
| Default Godown in this branch not set | Warehouses: mark one warehouse of the branch Default warehouse |
| Gift card ledger or Gift Card Product ID not set (only when gift cards are switched on) | Configuration: Giftcard ledger and Gift card product (Sell a gift card and pay with one) |
| Sales TermID For Loyalty Point not set (only when loyalty is switched on) | Configuration: Loyalty discount adjustment (Spend points on a bill: the loyalty adjustment policy) |
Common questions
The cash page does not appear, the till opens at once.
You already accepted today on this terminal, or nobody has to: the page shows only when your user has no open responsibility.
The cash page shows Rs. 0.
No petty cash was entered for this terminal today and nobody handed cash over to you. Count the drawer anyway and tell your supervisor.
Why must I accept the cash?
So every note in the drawer has a person: the hand over at the end compares what the till sold with what is counted (Hand over the cash at the end).
Does pressing Accept put anything in the books?
No. Accept only opens your responsibility for the terminal's cash. The count you make is not recorded; the hand over at the end compares what the till sold with what you count then.
I accepted this morning. Do I accept again on Sales Return?
No. The same three checks run on Sales Return and Sales Replacement, but once you have accepted the other screens open at once.
The page lists a missing item. Can I sell anyway?
No. Nothing can be sold until the list is empty. Your administrator or accountant sets each missing item (the table above says where); then sign in again so your till reads the new setting.