General Information
Default Menu Location The POS (Point of Sale) image is located on the bottom right hand toolbar of the Sales Order Screen
Screen Name PROCESSCASH
Function The POS screen is used to accept pre-payments or purchases accepted before items have been shipped.
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Fields/Filters
Post Mark Date: The post mark date of the payment.
Trans Date: The transaction date of the purchase.
Open Balance: The total amount owed for the sales order. This will be automatically generated by the totals in the sales order.
Payment: The amount of money put towards to sale.
Discount: The discount amount in dollars.
Adjustment This is for any necessary adjustments to the price.
New Balance: This amount is automatically totaled based on the payment received.
Upon selection of the Process button, you will be allowed to generate and print a receipt. All future invoices will reflect the payment made.
Transaction Amount: The amount received in the transaction
Check #/Cash: The number of the check received, or the total cash received
Cash Acct: This is to ensure the payment hits the correct cash account. This account can automatically change based on the selected payment method. For more information, please refer to the 'Rule Maintenance: Point of Sale Account' page
here.
Back Dep#: The deposit number
Note This is for any additional information regarding the transaction
Invoice Number: This is automatically generated upon the creation of the POS
Upon selection of the 'Process' button, you will be able to generate and print a receipt. All future invoices will reflect the payment made.
Enter Cash on a non shipped/produce order
