Points of Sale

You can define the following parameters in the Points of Sale (POS) in the module Setup in the mKsiegowa.pl accounting program:

  • Point of Sale Name allows the POS identification acc. to the name while defining the program users setup
  • Allowed credit sale terms selection: defines if a user in this POS can select other form of payment than cash while issuing a sales invoice
  • Allowed cash sale terms selection: defines if a user in this POS can select cash while issuing a sales invoice
  • Default cash account: cash account assigned to the point of sale (for the customers who in the Payment Terms have Gotówka/Cash selected)
  • POS location – default location while issuing sales documents for Payment Terms = Gotówka
  • Default invoices ref – every user can have an individual reference line of sales invoices

Every program user has a POS assigned in the User Accounts Setup. 

 

How does it work

POS settings impact on the way of issuing:

Settings Allowed credit sale terms selection and Allowed cash sale terms selection impact on the possibility of choosing proper values in the Payment Method box.

 

1. For the program user who has a POS assigned, all payment methods are available.

Setup:

  • Allowed credit sale terms selection: checked
  • Allowed cash sale terms selection: checked

The choice of payment method on an invoice – no limitation

 

2. The user can select only deffered payment methods

Setup:

  • Allowed credit sale terms selection: checked
  • Allowed cash sale terms selection: unchecked

The choice of payment method on an invoice – other than cash

 

3. The user can select only cash payments

Setup:

  • Allowed credit sale terms selection: unchecked
  • Allowed cash sale terms selection: checked

The choice of payment method on an invoice – only cash

 

4. The user can only one payment method in the sales documents

Setup:

  • Allowed credit sale terms selection: unchecked
  • Allowed cash sale terms selection: unchecked

There is no possibility of choosing payment method on the sales document – the program allows only default payment method (set in the Customers)

 

Default setup

You can set the following parameters for the customers who have Gotówka/Cash selected in the box Payment Terms:

  • Default cash account
  • Default inventory location while issuing sales documents, if the is Gotówka/Cash selected in the box Payment Terms
  • Default sales invoice reference – allows to set sales invoice reference for every customer; if you set Default, the program will use default reference from the setup
 

Examples of default sales invoice reference setup

  1. Everyone uses the same invoice reference
    • there is only one reference line set in the Forms Setup
    • this reference line is selected for every POS in the POS settings
     

  2. Every customer has individual sales invoice reference

    • you set sales invoice line reference for every user in the Forms Setup
    • you define as many points of sale, as there is the users in the POS settings; you assign proper invoice line reference for every POS
    • you assign a proper POS for every user
 
Try it 4 3
mKsiegowa.pl