Difference between revisions of "Maintaining the Cash Module"

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(Creating Product Types)
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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

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

Creating Petty Cash Categories

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