Chapter 8. Point of Sale (POS)
Getting POS Started
Before starting Point of Sale (POS), you should make sure Accounts Receivable
and inventory are set up properly.
Setting Up A/R See Chapter 4, Accounts Receivable, and follow the
instructions found there.
Setting Up Inventory See Chapter 5, Inventory, and follow the instructions
found there.
Then the following pages will explain most of the options for POS found in the
Variable File and help you enter them. You will find instructions for:
Sales
Entry Options Check options for POS processing (Company Options,
POS Enter Detail Screen and POS Back Screen).
Addons Set up addon codes such as delivery charges, cutting
charges, etc.
Sales Tax Set up sales tax codes.
Print Options Check print programs for POS transactions.
Descriptions Add codes and names for payment methods and written
by sales reps as well as truck, delivered by, checked by,
and loaded by if you will be keeping that information.
Messages Add messages to be printed on the bottom of POS
transactions.
Transaction Numbers Check beginning transaction numbers for invoices,
returns, quotes, orders, and temp quotes.
G/L Integration Check G/L accounts used when posting POS activity to
the General Ledger.
Miscellaneous Codes Check set up for several historical options.
Accounts Receivable
Terms Information Check due dates and discount dates.
General Ledger
Basic Store Information Check current calendar month and calendar month for
fiscal year end.
System Manager
Basic Company Information Check current fiscal year.
Port Information Check assigned printer ports for POS.
Store Name & Address Check store name and address for each store. These are
printed on POS transactions if blank forms are selected.
The last step before “going live” with POS is to run a day end. This process checks
the day end report and file sizes to make sure the files are ready to begin
processing Point of Sale transactions.
322 Dimensions 14
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