Point of Sale
OBJECTIVE
The Point of Sale option is used to invoice a counter sale directly without first requiring a delivery transaction.
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Compared to the Point of Sale Invoicing option, a customer order does not need to be entered first. |
Steps
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maestro* > Invoicing > Invoicing > Point of Sale > Point of Sale |
Invoice a counter sale from a point-of-sale transaction
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A default project must be entered by clicking the Configuration icon to record a transaction. A default customer can also be selected here. |
- Enter the required information in the Customer tab:
Field
Description
Code
Customers code.
NOTE: You can configure a default customer by clicking the Configuration icon. This can be useful if the majority of sales are recorded as counter sales.
Address No.
Customer's address number.
NOTE: By default, the system displays the address from Customer Management.
NOTE: You can configure multiple addresses for a given customer using the Define Customer Addresses option.
Price List
Code of the price list from Maintain Price Lists.
NOTE: This function is used to configure a specific price list for a project.
P. O.
Customer’s purchase order number.
Salesperson
Salesperson associated with the sale.
- Enter the required information in the Items tab:
Field
Description
Code
Inventory code from Catalogue Management.
NOTE: This code is optional.
Description
Description of the item.
Unit
Conversion unit.
NOTE: The unit varies based on the factor entered in the item in the Catalogue Management option.
Site
Site on which the item is located.
Location
Actual location of the item in the system.
Characteristic
Item characteristic.
Identification
Item identification.
NOTE: This field is mandatory if a catalogue item has been entered and if the item is managed by serial number. The arrow is used to select a specific item in stock.
Reservation No.
Reservation number
NOTE: This number can be entered manually by the user.
Account
Income account.
Activity
Determines the activity to which the income is posted for each breakdown line.
Group
Determines the group to which the income is allocated for each breakdown line.
Quantity
Quantity sold.
Unit of Measure
Unit of measure of the selected item.
NOTE: The unit displayed is then entered in the Customer Unit field of the item in Catalogue Management.
U.P.
Unit price of the item.
Qty Available
Quantity available in stock at the time the sale is entered.
Ordered Qty
Quantity on order in purchasing.
Disc
Discount applicable to the item.
Amount
Amount invoiced.
Tx
First tax code applicable.
NOTE: This code may have been determined by default in Customer Management.
Tx
Second tax code applicable.
NOTE: This code may have been determined by default in Customer Management.
- Enter the required information in the Delivery tab:
Field
Description
Location
Location for the work.
Available values:
Alternate
Used to create a temporary address.
Contact
Lets you use an address associated with a contact in Contact Management.
Customer
Lets you use an address from Customer Management.
Project
Uses the project address entered in Project Management.
Specification
Provides access to databases linked by function to the selection in the Location field.
- Enter the required information in the Memo tab: Used to enter a memo for the invoice.
- Click Save.
- Select a payment method or move to the customer’s account by clicking the Print icon.
For a cash payment, refer to the Paying an invoice with cash procedure in Help (F1), which specifies how payment amounts, can be rounded automatically.
- Click Transfer to transfer the sale to accounting and update inventory, if applicable.
See also