Point of Sale | POS

Point of Sale | POS 

Point of Sale transactions may take place at a retail shop, a check-out counter in a shop or any similar location. The various POS equipment used in retail outlets are cash registers, card readers, and barcode scanners. In TallyPrime, you can record a POS invoice in single or multiple payment modes, print it using a POS invoice printing device, and view the list of POS transactions in reports. You can also create a voucher class for POS in TallyPrime, to automate ledger allocation in the invoice.

Record a POS Invoice

When you need to raise a bill for a POS transaction, you need to create a POS invoice voucher type in TallyPrime and use it to record transactions.

1. Open the voucher type screen and select the type of voucher.
   1. Gateway of Tally > Create > Voucher Type > and press Enter.
      Alternatively, press Alt+G (Go To) > Create Master > Voucher Type > and press Enter.
   2. Enter the Name for the voucher type, for example POS Invoice.
   3. Set Sales as the Type of Voucher.
   4. Provide the voucher numbering details as needed.
2. Enable the voucher type for POS transactions.
   1. Set the option Use for POS invoicing to Yes.
   2. Enter Print Message 1 and Print Message 2, as required, to be printed at the bottom of the POS invoice.
   3. Enter the Default Print Title, as required.
      
      
   4. Accept the screen. As always, you can press Ctrl+A to save.
3. Open the POS invoice screen and provide the details of stock items.
   1. Gateway of Tally > Vouchers > F8 (Sales) > select POS Invoice.
      Alternatively, press Alt+G (Go To) > Create Voucher > press F8 (Sales) > select POS Invoice.
   2. You can set the Party A/c Name to Not Applicable when the buyer details are not known. If you know the buyer details, you can select the same.
   3. Select the Sales ledger.
   4. Select the stock item. By default, the Quantity appears as 1. You can press Backspace and change it, if needed.
   5. The Rate will be auto-filled, if available for the stock item. However, you may choose to enter the Rate.

4. Specify the payment details.
   By default, Cash appears as the mode of payment. When you receive cash, enter the Cash tendered. The Balance amount, if any, will appear.
   
   
5. Accept the screen. As always, you can press Ctrl+A to save.
6. Print the invoice.
   1. Press Alt+P (Print) > press Enter on Current.
   2. Press F12 (Configure) > press Enter on Printer > select the POS printer.
   3. Press Enter on Show More > press Enter on Print Format and select the required format.
   4. Press Esc twice to return to Print screen.
   5. Press I (Preview) to check the invoice before printing, if needed.
   6. Press P (Print) to print.
      
      

You can print the POS invoice with the relevant information using the required paper size.

Click here to see the possible F12 configurations for POS invoices.

Record POS Invoice with Multiple Modes of Payment

You may want to select different payment modes while recording a POS invoice. In TallyPrime, you can select multiple modes
of payment.

1. Open the POS invoice screen and provide the details of stock items.
   1. Gateway of Tally > Vouchers > F8 (Sales) > select POS Invoice.
      Alternatively, press Alt+G (Go To) > Create Voucher > press F8 (Sales) > select POS Invoice.
   2. You can set the Party A/c Name to Not Applicable when the buyer details are not known. If you know the buyer details, you can select the same.
   3. Select the Sales ledger.
   4. Select the stock item. By default, the Quantity appears as 1. You can press Backspace and change it, if needed.
   5. The Rate will be auto-filled, if available for the stock item. However, you may choose to enter the Rate.
2. Select the modes of payment and enter the amount.
   1. Press Alt+I (Multi Mode Pymt). The multi mode payment options appear.
   2. Gift Voucher – You can select only the ledgers created under Sundry Debtors/Sundry Creditors. Select the gift voucher ledger created under these groups.
   3. Credit/Debit card and Cheque – Select the bank ledgers.
   4. Cash – Enter the Cash tendered, if applicable. The Balance amount, if any, appears.
      
      

3. Accept the screen. As always, you can press Ctrl+A to save.
4. Print the invoice.
   1. The Voucher Printing screen appears. If you want to print it later, you can press Esc to skip it. When you need to print the POS invoice, open it in alteration mode and press Alt+P (Print).
   2. To print the invoice, press Alt+P (Print) > press Enter on Current.
   3. Press F12 (Configure) > press Enter on Printer > select the POS printer.
   4. Press Enter on Show More > press Enter on Print Format and select the required format.
   5. Press Esc twice to return to Print screen.
   6. Press I (Preview) to check the invoice before printing, if needed.
   7. Press P (Print) to print.
      
      

You can print the POS invoice with the required details.

POS Register

POS Register lists all the POS invoices. You can drill down from each POS invoice to view the invoice details.

1. Press Alt+G (Go To) > type or select Monthly POS Register.
   Alternatively, Gateway of Tally > Display More Reports > Accounts Books > POS Register.
   
   

Note: The POS Register will be available only if the option Use for POS Invoicing is enabled in the POS Voucher Type, and at least one transaction has been recorded.

2. Press Alt+F5 (Detailed) to view the report in detailed mode.
3. Press F12 (Configure) and set the options as needed.

You can view all the POS transactions in the POS Register.

Click here to see the possible F12 configurations for POS Register.

Voucher Class for Faster Data Entry

The payments for POS invoices are generally made by cash, gift vouchers, cheques/drafts, or credit/debit cards. In TallyPrime, you can create a voucher class for POS invoices with the required modes of payment. These payment modes will be prefilled in the invoice on selecting the voucher class. This will help you to quickly record a POS invoice with the required modes of payment.

To know how to create a voucher class for POS invoice, click here.

Using the voucher class, you can record a POS invoice with the required modes of payment.

1. Open the POS invoice voucher type with voucher class.
   1. Gateway of Tally > Vouchers > F8 (Sales).
      Alternatively, press Alt+G (Go To) > Create Voucher > press F8 (Sales) > select POS Invoice.
   1. Select the POS invoice voucher type > select the POS voucher class.
      The modes of payment with the corresponding ledgers will appear.
2. Enter the transaction details.
   1. You can set the Party A/c Name to Not Applicable when the buyer details are not known. If you know the buyer details, you can select the same.
   2. Select the stock item. By default, the Quantity appears as 1. You can press Backspace and change it, if needed. The sales ledger selected in the voucher class will be allocate to the stock items.
   3. The Rate will be auto-filled, if available for the stock item. However, you may choose to enter the Rate.

3. Enter the values against the applicable modes of payment.
   
   
   What you see on the screen can vary based on your choices. Press F12 (Configure) to change the options and F11 (Features) to enable or disable features.
4. Accept the screen. As always, you can press Ctrl+A to save.

Note: You can record POS invoices with different actual and billed quantities in invoices by enabling the option to Use separate Actual and Billed Quantity columns in invoices in F11 (Features).