Point of Sale (POS) in Tally.ERP 9

POS is an acronym for Point of Sale. Point of Sale could mean a retail shop, a check-out counter in a shop or any other location, where a sales transaction takes place. The various POS equipment used in retail outlets are Cash registers, card readers and barcode scanners.

It is a computerized Cash Register which adds the sales total, computes the State sales tax or VAT, calculates the change from the money tendered and automatically adjusts the store’s inventory to debit the amount of inventory sold.

Features of POS Invoicing

Creating a POS Voucher Type with Voucher Class

Creating a POS Voucher Type without Voucher Class

Creating a POS Invoice with Single Payment

Creating a POS Invoice with Multi-Mode Payment

Creating a POS Invoice using Voucher Class

POS Invoicing with Advanced Configurations

Creating a POS Invoice with Batch wise Details

Creating a POS Invoice with different Actual & Billed Qty

Features of POS Invoicing

The POS (Point-of-Sale) feature allows you to create POS Invoices and allows receipt of payments from the customers and print them in the required formats.

Features of POS Invoicing in Tally. ERP 9

The POS Invoicing functionality in Tally. ERP 9 is:

  • Simple and user friendly

  • Quick and easy to setup and use

  • Facilitates faster data entry and calculations

  • Helps you to calculate sales and sale proceeds

  • Manages inventory and facilitates bar code scanner operations

  • Offers a flexible and simple way of querying your inventory and sales information

  • Helps you to track the movement of items and how much you are spending on them

  • Tracks and records the date and time of every sale made at the store

  • Helps faster printing of Invoices

    Creating POS Voucher Type with Voucher Class

    To create a POS Invoice Voucher Type with Voucher Class, you may create a new POS Invoice Voucher Type or alter an existing Sales Voucher Type with Use for POS Invoicing option set to Yes.

    To create POS Voucher Type with Voucher Class,

    Go to Gateway of Tally > Accounts Info > Voucher Type > Create

    Tab down to Name of Class field and specify the name of the Voucher Class

    The payments against POS Invoices are generally made by way of Cash, Gift Vouchers, Cheques/Drafts or through Credit/Debit Cards.  To account for receipt of payments from customers by different modes, set the required option to Yes and select the required ledger in the respective fields.

    1. Set Yes in Gift Vouchers field to enable the option during POS Invoice Entry and select the Gift Vouchers under Ledger Name field (if does not exist, create using Alt+C. The Gift Vouchers ledger should be created under Sundry Debtors group)

    2. Set Yes in Credit/Debit Card Payment field to enable the option during POS Invoice Entry and select the required Bank Ledger  under Ledger Name field

      Note:For Gift Vouchers, the ledgers should be created under Sundry Debtors Group

      Set Yes in Cheque /DD field to enable the option during POS Invoice Entry and select the required Bank Ledger under Ledger Name field

      Set Yes in Cash field to enable the option during POS Invoice Entry and select the required Cash Account under Ledger Name field

    • For Credit/Debit Cards, the respective Bank Ledger should be created under Bank account or Bank OD/OCC

    • For Payment through Cheque/DD, the respective Bank Ledger should be created under the group Bank Accounts or Bank OD/OCC

       For Cash, the Ledger should be under group Cash-in-Hand

      For more details on Voucher Class, please refer Sales Voucher class.

      The other entries for each item in Invoice are similar to default Sales Voucher class creation

    Creating a POS Voucher Type without Voucher Class

    To enable POS Invoicing in Tally. ERP 9. create a POS Invoice Voucher Type. You may also alter an existing Sales voucher type for this feature to be enabled.

    Go to Gateway of Tally > Accounts Info > Voucher Type > Create

    Name: Enter the name of the Voucher type (for e.g.: POS Invoice).

    Type of Voucher: Select the type of Voucher as Sales from the predefined Voucher Types.

    Abbreviation: By default, Sales text will appear in the abbreviation field.  However, you can enter the abbreviation as per your requirements

    Used for POS Invoicing?: On selecting the Sales voucher type from the list, Used for POS Invoicing? Option appears, set this option to Yes

    Print Message 1 and Print Message 2: These two additional fields for messages appear on enabling the above POS feature, which can used for custom messages viz., *Thank You* or *Visit Again* and so on as per your requirements. The same will be printed at the bottom of the POS invoice.

    Default Print Title: You can specify the printing title of the POS Invoice and the same will be printed in the Invoice.

    Note:

    1. Once Use POS for Invoicing option is set to Yes in voucher type, you will not be entitled to set this field to No, if you have passed any POS Invoice.