Difference between revisions of "Maintaining the Cash Module"
From Optisoft
| Line 52: | Line 52: | ||
==Adding Adjustments== | ==Adding Adjustments== | ||
| + | To create a Adjustment in the Cash Module, you need to do the following. | ||
| + | *Go to the Cash Module. | ||
| + | *Click the Maintenance tab in the toolbar. | ||
| + | *Click Adjustment in the Cash group. | ||
| + | *Enter a Adjustment Name. | ||
| + | *Double click on each Product Type this Adjustment will effect. They will be added to the Selected list. | ||
| + | *Choose from a Value or Percent adjustment. | ||
| + | *Choose from Add or Subtract. | ||
| + | *Enter a relevant Amount. | ||
| + | *Click Save or use the Auto Save feature. | ||
==Creating Petty Cash Categories== | ==Creating Petty Cash Categories== | ||
Revision as of 10:00, 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.
Adding VAT Rates
Creating a Receipt Template
Adding Adjustments
To create a Adjustment in the Cash Module, you need to do the following.
- Go to the Cash Module.
- Click the Maintenance tab in the toolbar.
- Click Adjustment in the Cash group.
- Enter a Adjustment Name.
- Double click on each Product Type this Adjustment will effect. They will be added to the Selected list.
- Choose from a Value or Percent adjustment.
- Choose from Add or Subtract.
- Enter a relevant Amount.
- Click Save or use the Auto Save feature.
Creating Petty Cash Categories
To create a Petty Cash Category in the Cash Module, you need to do the following.
- Go to the Cash Module.
- Click the Maintenance tab in the toolbar.
- Click Petty Cash in the Cash group.
- Enter a Petty Cash Category Name.
- Select a VAT type.
- Click Save or use the Auto Save feature.
