Difference between revisions of "Maintaining the Cash Module"
From Optisoft
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==Creating Product Categories== | ==Creating Product Categories== | ||
| + | To create a Product Category in the Cash Module, you need to do the following. | ||
| + | *Go to the Cash Module. | ||
| + | *Click the Maintenance tab in the toolbar. | ||
| + | *Click Category in the Product group. | ||
| + | *Choose a Product Type for your Category | ||
| + | *Enter a Product Category Name. | ||
| + | *Choose a colour. | ||
| + | *Click Save or use the Auto Save feature. | ||
==Creating Payment Types== | ==Creating Payment Types== | ||
| + | To create a Payment Type in the Cash Module, you need to do the following. | ||
| + | *Go to the Cash Module. | ||
| + | *Click the Maintenance tab in the toolbar. | ||
| + | *Click Type in the Payment group. | ||
| + | *Enter a Payment Type Name. | ||
| + | *Choose a colour. | ||
| + | *Select a validation option. | ||
| + | *Select the appropriate choices from the Options list. | ||
| + | **Open Drawer - Will open the till drawer when this Payment Type is used in a transaction. | ||
| + | **Reconcile - Will add a record into Voucher Reconciliation when this Payment Type is used in a transaction. | ||
| + | *Click Save or use the Auto Save feature. | ||
==Creating Payment Categories== | ==Creating Payment Categories== | ||
| + | To create a Payment Category in the Cash Module, you need to do the following. | ||
| + | *Go to the Cash Module. | ||
| + | *Click the Maintenance tab in the toolbar. | ||
| + | *Click Category in the Payment group. | ||
| + | *Choose a Payment Type for your Category | ||
| + | *Enter a Payment Category Name. | ||
| + | *Enter a Value if necessary. | ||
| + | *Choose a colour. | ||
| + | *Click Save or use the Auto Save feature. | ||
==Adding VAT Rates== | ==Adding VAT Rates== | ||
Revision as of 09:52, 17 May 2019
Contents
This page is currently under construction
Creating Product Types
To create a Product Type in the Cash Module, you need to do the following.
- Go to the Cash Module.
- Click the Maintenance tab in the toolbar.
- Click Type in the Product group.
- Enter a Product Type Name.
- Select a VAT type.
- Choose a colour.
- Select a validation option.
- Click Save or use the Auto Save feature.
Creating Product Categories
To create a Product Category in the Cash Module, you need to do the following.
- Go to the Cash Module.
- Click the Maintenance tab in the toolbar.
- Click Category in the Product group.
- Choose a Product Type for your Category
- Enter a Product Category Name.
- Choose a colour.
- Click Save or use the Auto Save feature.
Creating Payment Types
To create a Payment Type in the Cash Module, you need to do the following.
- Go to the Cash Module.
- Click the Maintenance tab in the toolbar.
- Click Type in the Payment group.
- Enter a Payment Type Name.
- Choose a colour.
- Select a validation option.
- Select the appropriate choices from the Options list.
- Open Drawer - Will open the till drawer when this Payment Type is used in a transaction.
- Reconcile - Will add a record into Voucher Reconciliation when this Payment Type is used in a transaction.
- Click Save or use the Auto Save feature.
Creating Payment Categories
To create a Payment Category in the Cash Module, you need to do the following.
- Go to the Cash Module.
- Click the Maintenance tab in the toolbar.
- Click Category in the Payment group.
- Choose a Payment Type for your Category
- Enter a Payment Category Name.
- Enter a Value if necessary.
- Choose a colour.
- Click Save or use the Auto Save feature.
