Point Of Sales

Point of sales is a document used in business transactions to record cash sales or payments received. It typically includes details such as the date of the transaction, the amount received, the name of the buyer or customer, a description of the goods or services sold. They are usually used in retail stores, restaurants, and other businesses that accept cash payments.

Point of sales will not have IGST bills.

Screenshot

Creating Point Of Sales

  1. Go to Point Of Sales under Sales or Purchase section.
  2. Click on create (+) button at top of list.
  3. Select buyer/seller. To add new buyer/seller click on the '+' button.
  4. Update Point Of Sales Details section. Point Of Sales number will be auto-generated and is editable.
  5. Select Mode of Receipt in Payment Details. If Bank is seleced, clicking on the search button next to the IFSC code will verify the same and can be used to autofill bank name and branch.
  6. Select between GST and VAT, default is GST.
  7. Create item(s) if you haven't already and add item(s) to item list.
  8. Select quantity and product discount.
  9. Click on the "-" on right to remove the item.
  10. Toggle Round off to round off and select payment details. If the mode of receipt/payment is bank, add account number and IFSC. IFSC code can be searched to verify IFSC and auto populate bank, branch fields.
  11. Click Reset if you want to reset the Point Of Sales form and start over.
  12. Click Create and select ok to generate Point Of Sales.
  13. Point Of Sales preview will be shown on successful generation. Click on vouchers to see the transaction details and Delivery Note to see delivery note.
  14. Use print button to print the Point Of Sales and close button to close the preview.
  15. Click on back button to go back to the Point Of Sales list.

Filtering Point Of Sales

  1. Click on the dropdown menu near create button.
  2. Click on the funnel button and select required filters.
  3. Click on reset to remove all filters.

Downloading Point Of Sales List

  1. Click on the dropdown menu near create button.
  2. Click on the download button.

Printing Point Of Sales

  1. Select Point Of Sales from Point Of Sales list.
  2. Click on the print button on top right of Point Of Sales.
  3. Select between Original, Duplicate and Triplicate to print Point Of Sales.

Other actions

  1. View Voucher: To view Point Of Sales related vouchers, click on view voucher on top right.
  2. View Delivery Note: To view Delivery Note, click on Delivery Note button on top right.