POS Button Types in POS Invoices - Transfer to Other Registers
This page describes the following POS Button Types in POS Invoices:
- Transfer to Invoice
- Transfer to Quotation
- Transfer to Sales Ledger
- Transfer to Sales Order
Please refer here for an index of all POS Button Types.
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Transfer to Invoice - Function
- Creates a Sales Ledger Invoice from a POS Invoice.
- Requirements
- Requires a supervisor to log in: can only be used by a cashier or supervisor whose Access Group gives access to the 'Transfer POS Invoice to Sales Ledger Invoice' Action.
- Can only be used on a till with a live connection to the server, not on one with a live-sync connection. Use the "Transfer to Sales Ledger" button (described below) on live-sync tills.
- If you add a "Transfer to Invoice" button to the POS Invoice window, you should also add a "Customer Search" button. This will allow a cashier to change the Customer away from the Default Customer before using the "Transfer to Invoice" button.
- Workflow
- Use the "Customer Search" button to change the Customer in the POS Invoice.
- When every Item has been added to a POS Invoice, click or touch the "Transfer to Invoice" button.
- If the cashier does not have the necessary access right, the 'Login' window will appear, allowing a supervisor to log in.
- The POS Invoice will be closed without being saved, and a Sales Ledger Invoice created. The Payment Terms in the Invoice will be taken from the Contact record for the Customer (Sales Pay. Terms). Providing the cashier has access to the Invoice register, the Sales Ledger Invoice will then be opened for editing, checking and printing.
- You can use the "Transfer to Invoice" button from a POS Invoice that has already been saved, providing it has not been finished. For example, you can use it in a POS Invoice that you opened using the "All Invoices", "Open Unfinished Invoices" or "Resume Sales" button. The POS Invoice will be deleted when the Sales Ledger Invoice is created.
- Notes
- If the cashier does not have access to the Sales Ledger Invoice register, the Invoice will be created but will not be opened as described in step 4 of the Workflow.
- Any payment that may have been entered in the POS Invoice will be transferred to the Sales Ledger Invoice.
Transfer to Quotation- Function
- Creates a Quotation from a POS Invoice.
- Requirements
- Requires a supervisor to log in: can only be used by a cashier or supervisor whose Access Group gives access to the 'Transfer POS Invoice to Quotation' Action.
- Can only be used on a till with a live connection to the server, not on one with a live-sync connection.
- If you add a "Transfer to Quotation" button to the POS Invoice window, you should also add a "Customer Search" button. This will allow a cashier to change the Customer away from the Default Customer before using the "Transfer to Quotation" button.
- Workflow
- Use the "Customer Search" button to change the Customer in the POS Invoice.
- When every Item has been added to a POS Invoice, click or touch the "Transfer to Quotation" button.
- If the cashier does not have the necessary access right, the 'Login' window will appear, allowing a supervisor to log in.
- The POS Invoice will be closed without being saved, and a Quotation created. The Payment Terms in the Quotation will be taken from the Contact record for the Customer (Sales Pay. Terms). Providing the cashier has access to the Quotation register, the Quotation will then be opened for editing, checking and printing.
- You can use the "Transfer to Quotation" button from a POS Invoice that has already been saved, providing it has not been finished. For example, you can use it in a POS Invoice that you opened using the "All Invoices", "Open Unfinished Invoices" or "Resume Sales" buttons. The POS Invoice will be deleted when the Quotation is created.
- Notes
- If the cashier does not have access to the Quotation register, the Quotation will be created but will not be opened as described in step 4 of the Workflow.
- Do not enter any payment in a POS Invoice that will be converted into a Quotation because the payment will not be transferred to the Quotation.
Transfer to Sales Ledger- Function
- Instructs the 'Cash Up' Maintenance function to create a Sales Ledger Invoice from a POS Invoice.
- Requirements
- Requires a supervisor to log in: can only be used by a cashier or supervisor whose Access Group gives access to the 'Transfer POS Invoice to Sales Ledger' Action.
- If you add a "Transfer to Sales Ledger" button to the POS Invoice window, you should also add a "Customer Search" button because the cashier must change the Customer away from the Default Customer before using the "Transfer to Sales Ledger" button.
- Workflow
- Use the "Customer Search" button to change the Customer in the POS Invoice.
- When every Item has been added to a POS Invoice, click or touch the "Transfer to Sales Ledger" button.
- If the cashier does not have the necessary access right, the 'Login' window will appear, allowing a supervisor to log in.
- The POS Invoice will be saved and closed, and a new one opened, ready for the next Customer.
- Control of the till will be passed back to the cashier.
- Notes
- Cashiers can use this button in place of the "Finish" button when the Customer does not pay immediately. Unlike "Finish", this button does not require the POS Invoice to be fully paid.
When the cashier presses the "Transfer to Sales Ledger" button, the POS Invoice will be saved and closed. It will also be marked as to be transferred to the Sales Ledger. When you next run the 'Cash Up' Maintenance function, it will create a Sales Ledger Invoice from the POS Invoice. The Sales Ledger Invoice will be marked as OK immediately, and therefore will be posted to the Nominal Ledger. The POS Invoice will not otherwise be included in the cashing up calculations and so will not be posted to the Nominal Ledger. The POS Invoice will also be ignored by the 'Update Stock' function as any cost of sales postings and updating of stock will be triggered by the Sales Ledger Invoice.
- Unlike the "Transfer to Invoice" button, the "Transfer to Sales Ledger" button can be used on a till with a live-sync connection to the server. This is because the consequent Sales Ledger Invoice will not be created immediately but instead will be created by the 'Cash Up' function. However, if you are not using the 'Cash Up' function, you should not use this button because the Sales Ledger Invoice will never be created.
- Any payment that may have been entered in the POS Invoice will be transferred to the Sales Ledger Invoice.
Transfer to Sales Order- Function
- Creates a Quotation from a POS Invoice.
- Requirements
- Requires a supervisor to log in: can only be used by a cashier or supervisor whose Access Group gives access to the 'Transfer POS Invoice to Sales Order' Action.
- Can only be used on a till with a live connection to the server, not on one with a live-sync connection.
- If you add a "Transfer to Sales Order" button to the POS Invoice window, you should also add a "Customer Search" button. This will allow a cashier to change the Customer away from the Default Customer before using the "Transfer to Sales Order" button.
- Workflow
- Use the "Customer Search" button to change the Customer in the POS Invoice.
- When every Item has been added to a POS Invoice, click or touch the "Transfer to Sales Order" button.
- If the cashier does not have the necessary access right, the 'Login' window will appear, allowing a supervisor to log in.
- The POS Invoice will be closed without being saved, and a Sales Order created. The Payment Terms in the Order will be taken from the Contact record for the Customer (Sales Pay. Terms). Providing the cashier has access to the Order register, the Order will then be opened for editing, checking and printing.
- You can use the "Transfer to Sales Order" button from a POS Invoice that has already been saved, providing it has not been finished. For example, you can use it in a POS Invoice that you opened using the "All Invoices", "Open Unfinished Invoices" or "Resume Sales" buttons. The POS Invoice will be deleted when the Order is created.
- Notes
- If the cashier does not have access to the Order register, the Order will be created but will not be opened as described in step 4 of the Workflow.
- Do not enter any payment in a POS Invoice that will be converted into a Sales Order because the payment will not be transferred to the Order.
- If you need need Sales Orders created from POS Invoices to be assigned to a particular Order Class, specify that Order Class in the POS Settings setting.
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Configuring the POS Invoice Window:
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