Use Cash Sales for cash billing only, for credit billing please see Creating Invoice.
A Cash Sale (also known as Point of Sales) supports non-Account posting such as walk-in sales where the customer does not require having an account code to purchase from your company.
To create Cash Sales:
1 . Go to Cash Sales page in the Master View and click New button on the toolbar or Ctrl+N.
2 . This will open a new Cash Sales form for data entry.
3 . To change the Org Group, click the button beside “File under”, otherwise leave as it is.
4 . Enter the details such as “Handler”, “Header Notes” and “Footer Notes” where it is applicable.
5 . If the Cash Sales involves stock movement such as Delivery Order, please choose Delivery Order from the Stock Note pulldown.
6 . Click on the pulldown and select “Bill Items” or use the “>” button on the top right to go to the next page.
Filling in the Billing Info
1 . Click on the empty “Code” box and select an item using the lookup button.
2 . Fill in the price and quantity, the amount will then be calculated automatically.
3 . To use the barcode scanning feature instead, use the Ctrl+B keys or click on the “View” -> “Bar Code Scanning” menu.
4 . You may fill in additional descriptions of the current product item using the next blank row or lines at the bottom and by leaving the “Code” box empty.
5 . All the items in the “Bill Items” are reflected in the “Stock” section on the next page.
6 . To change the tax values, click on the “Total” blue amount on the bottom right and fill in the tax value.
Saving & Printing
- To save, press Ctrl+S keys or click on the Save option in the Operations menu. A new Cash Sales number will be generated during the saving process.
- To print, press Ctrl+P keys or click on the Print option in the Operations menu and select the desired layout.
- If there are other layouts for printing such as Delivery Order, you can click on Print menu and select Delivery Order to print.