Overview

• The Point of Sale (POS) module operates similarly to the Sales Order process.

• When an order is created in the POS module, a corresponding Sales Order is automatically generated.

• Upon payment and posting, the system creates a Customer Invoice, Customer Receipt, and if applicable, a Material Movement Issued.

• The Customer Receipt is automatically allocated to the corresponding Customer Invoice.

• Additionally, the system records other relevant accounting entries in the Customer Receipt such as tips.

These tutorials explain how to view POS transactions.

Navigation:  Main Menu > Customers > Sales Orders

Navigation:  Main Menu > Accounting > Ledger

How to View POS Sales Order

1. Login to the POS module.

2. Locate the Sales Order No. at the top of the order card, left of the sales representative, and make a note of the number.

3. Exit POS (if applicable) and navigate to Main Menu > Customers > Sales Orders.

4. Locate the input field in the top right corner, left of the Search bar.

5. Enter the Sales Order No.

6. Click View (button).

   • Note: Open the Sales Order transaction and click Links (button) to view the corresponding Customer Invoice and any Material Movements.

How to View POS Transaction in the Ledger

In this example, POS was set up to create a Sales Order. Your version might be set up to create a Customer Invoice, in which case replace Sales Order with Customer Invoice when following these instructions.

1. Login to the POS module.

2. Create or open an existing sales order as described above.

3. Pay and post the order.

4. Locate the Inv No. at the top of the payment view and make a note of the number.

5. Exit POS (if applicable) and navigate to Main Menu > Accounting > Ledger.

6. Set the Filter to Transactions.

7. Set the Entry Type to Sales Order.

8. Set the date filters as needed.

9. Click View (button).

10. Enter the Inv No. into the Search (bar).

11. Double-click to open the Sales Order.

How to View POS Customer Receipt in Ledger

1. Locate the POS Customer Invoice or Sales Order in the Ledger.

2. View the Customer Invoice or Sales Order.

3. Navigate to the Allocation section.

4. Right click the allocated Customer Receipt and select Open Transaction from the context menu.