POS Order

caution

This documentation is incomplete.

A POS order is a document created by a seller against a customer confirming the sale of goods or services involved in a given transaction. A POS order can be created.

• By a customer at a self-checkout counter
• By an employee working on a POS terminal

A POS order consists of

• Header: Contains the basic information about the order, such as a terminal number, customer name, date, time, etc.
• Line: Contains the order's details, such as Product, quantity, price, discount, etc.

POS orders are always created with reference to a POS terminal.

Header

A POS order header contains the necessary information for the items sold on a POS terminal.

info

Usually, you don't need to create a POS order manually. The system will create a POS order when you complete a sale on a POS terminal. The steps mentioned below are only necessary if you want to create/update a POS order manually.

To create a POS order, you need to enter terminal information. Customer details are not mandatory for POS orders. However, you can enter the customer and other details for reporting purposes.

When converting a POS order to an inventory transaction, the system copies all the header level information to the inventory transaction document.

To view/create/update a POS order, navigate to the "POS order" search screen from your dashboard/favorite.

Enter the organization/POS order details or any other criteria in the search form and click on the search button to view an existing POS order.

Click on create a new button to create a new POS order; by manually entering all the information, Copy an existing POS order to a new POS order is always better than manually entering all the data to create a new POS order. The application lets you update all the details before confirmation; you can configure which fields are view-only after the confirmation.

The system will show you all the POS orders if you don't enter organization/customer details. If your organization configures any mandatory field for search, then you must enter those fields to search POS orders.
The application will fetch all the server data and take you to the search result screen. The search result screen looks a bit different on desktop and mobile devices.

To view the search result in a table format, click on the table icon available in the bottom left corner.

To open a specific POS order, click on the menu of that record, and click on view/fetch & view.

You can also click on the expand icon against any item on the search result screen to view the POS order header details such as POS order number, terminal number, customer info, etc.

POS Terminal Id: Select a POS terminal from the available list. The system shows only those terminals to which you have access. The system will default all the other fields based on the chosen terminal. You can either select the terminal from the list or enter the terminal code.

The terminal is a mandatory field and can't be changed after the document is saved. If you change the terminal, the system will remove the values from all the other fields.

Select a customer name from the drop-down list.Customer Name: Customer name is not a mandatory field in the header. The system defaults customer phone, email, etc., from the customer name. You can also manually enter/update the customer's phone, email, etc.

Scroll left, right, up, and down to view all the details. The POS order line and details are shown in a separate tab. The default configuration shows fields in various functional groups, such as

• Finance
• Entity
• Reference
• Data
• Control
• Etc

You can configure the application to show which fields should be shown under which group. You can also create new groups as per your business requirements.

All Fields

Name	Sequence	Label	InputType	Field Group
10	vvBuOrg	Bu Org	deferredSelect	ENTITY
10	vvBuOrgCode	Bu Org Code	deferredSelect	ENTITY
20	vvCustomerNumber	Customer Number	deferredSelect	DATA
30	vvCustomerName	Customer Name	deferredSelect	ENTITY
40	vvCustomerSiteNumber	Customer Site Number	deferredSelect	DATA
50	vvCustomerSiteName	Customer Site Name	deferredSelect	ENTITY
60	vvPaymentTerm	Payment Term	deferredSelect	FINANCE
70	vvPaymentTermDescription	Payment Term Description	InputType.textField	FINANCE
80	vvShipToAddressName	Ship To Address Name	deferredSelect	ENTITY
90	vvShipToAddress	Ship To Address	deferredSelect	ENTITY
100	vvShipToCountry	Ship To Country	deferredSelect	ENTITY
110	vvShipToPostalCode	Ship To Postal Code	deferredSelect	ENTITY
120	vvShipToEmail	Ship To Email	deferredSelect	ENTITY
130	vvShipToPhone	Ship To Phone	deferredSelect	ENTITY
140	vvBillToAddressName	Bill To Address Name	deferredSelect	PLANNING
150	vvBillToAddress	Bill To Address	deferredSelect	PLANNING
160	vvBillToCountry	Bill To Country	deferredSelect	PLANNING
170	vvBillToPostalCode	Bill To Postal Code	deferredSelect	PLANNING
180	vvBillToEmail	Bill To Email	deferredSelect	PLANNING
190	vvBillToPhone	Bill To Phone	deferredSelect	PLANNING
200	vvHeaderAmount	Header Amount	InputType.textField	FINANCE
210	vvHeaderTaxAmount	Header Tax Amount	InputType.textField	FINANCE
220	vvHeaderDiscountAmount	Header Discount Amount	InputType.textField	FINANCE
230	sdSoHeaderId	Sd So Header Id	InputType.number	REFERENCE
240	srcEntityName	Src Entity Name	deferredSelect	DEFAULT
250	srcEntityId	Src Entity Id	InputType.textField	REFERENCE
260	buOrgId	Bu Org Id	deferredSelect	REFERENCE
270	documentType	Document Type	InputType.select	CONTROL
280	soNumber	So Number	InputType.textField	DATA
290	arCustomerId	Ar Customer Id	deferredSelect	REFERENCE
300	arCustomerSiteId	Ar Customer Site Id	deferredSelect	REFERENCE
310	hrEmployeeId	Hr Employee Id	InputType.number	REFERENCE
320	description	Description	InputType.textField	DEFAULT
330	shipToId	Ship To Id	deferredSelect	REFERENCE
340	billToId	Bill To Id	deferredSelect	PLANNING
350	priceListHeaderId	Price List Header Id	InputType.number	REFERENCE
360	prePaymentAmount	Pre Payment Amount	InputType.textField	FINANCE
370	docCurrency	Doc Currency	deferredSelect	FINANCE
380	paymentTermId	Payment Term Id	deferredSelect	REFERENCE
390	paymentTermDate	Payment Term Date	InputType.date	DATE
400	exchangeRateType	Exchange Rate Type	deferredSelect	CONTROL
410	exchangeRate	Exchange Rate	InputType.textField	FINANCE
420	orderSourceType	Order Source Type	InputType.select	CONTROL
430	orderReferenceTable	Order Reference Table	InputType.textField	REFERENCE
440	orderReferenceId	Order Reference Id	InputType.number	REFERENCE
450	docStatus	Doc Status	InputType.select	CONTROL
460	referenceType	Reference Type	InputType.textField	CONTROL
470	referenceKeyName	Reference Key Name	InputType.textField	REFERENCE
480	referenceKeyValue	Reference Key Value	InputType.number	REFERENCE
490	approvalStatus	Approval Status	InputType.select	CONTROL
540	revEnabledCb	Rev Enabled Cb	InputType.switchField	DEFAULT
550	revNumber	Rev Number	InputType.number	DATA
560	glAcProfileHeaderId	Gl Ac Profile Header Id	deferredSelect	REFERENCE
5500	createdBy	Created By	InputType.textField	REFERENCE
5510	creationDate	Creation Date	InputType.dateTime	REFERENCE
5520	lastUpdatedBy	Last Updated By	InputType.textField	REFERENCE
5530	lastUpdateDate	Last Update Date	InputType.dateTime	REFERENCE

Lines

When you confirm a customer order, the system will create a line for each item in the order. The line will contain the item number, description, quantity, and unit price. All the values default from the POS screen; thus, you don't need to manually enter them. However, the system allows you to update system defaulted values(price, discount) as well as enter new lines manually.

You can add multiple lines to each POS order header.

Navigate to the lines tab to view/add/update lines.
Click on the add new entity to add a new line. If a line already exists, click on copy entity to copy all the details. You can enable/disable fields allowed to be copied in the menu configuration.

Product: Product is a mandatory field. Enter/select the Product you want to add to the order line. You can search for the Product by entering the product number, description, or both. If you don't find the Product, you can manually enter any product description and price.

Line Quantity: Line quantity is a mandatory field. Enter a numeric value for the line quantity.

Unit Price: Enter the unit price for the Product. The system defaults the unit price from the Product. However, you can change the unit price to any value.

Line Price: System calculates the line price by multiplying the line quantity and unit price. However, you can change the line price to any value.

The reference groups show various ids for reference only. You don't need to enter any information in this section. When you save a POS order for the first time, the system will auto-populate the newly created header id and line ids.

Scroll left, right, up, and down to view all the details. The customer line and details are shown in a separate tab. The default configuration shows fields in various functional groups, such as

• Finance
• Entity
• Reference
• Data
• Control
• Etc

Enter all the other fields and click on the save button to save the POS order. The app will post all the data in the local database and will show the messages returned from the database.

All Fields

Name	Sequence	Label	InputType	Field Group
10	vvOrgCode	Org Code	deferredSelect	ENTITY
10	vvItemNumber	Item Number	deferredSelect	DEFAULT
20	vvUomCode	Uom Code	deferredSelect	DEFAULT
30	vvUomDescription	Uom Description	deferredSelect	DEFAULT
40	vvItemStatus	Item Status	deferredSelect	CONTROL
50	vvShipToAddressName	Ship To Address Name	deferredSelect	ENTITY
60	vvShipToAddress	Ship To Address	deferredSelect	ENTITY
70	vvShipToCountry	Ship To Country	deferredSelect	ENTITY
80	vvShipToPostalCode	Ship To Postal Code	deferredSelect	ENTITY
90	vvShipToEmail	Ship To Email	deferredSelect	ENTITY
100	vvShipToPhone	Ship To Phone	deferredSelect	ENTITY
110	vvBillToAddressName	Bill To Address Name	deferredSelect	PLANNING
120	vvBillToAddress	Bill To Address	deferredSelect	PLANNING
130	vvBillToCountry	Bill To Country	deferredSelect	PLANNING
140	vvBillToPostalCode	Bill To Postal Code	deferredSelect	PLANNING
150	vvBillToEmail	Bill To Email	deferredSelect	PLANNING
160	vvBillToPhone	Bill To Phone	deferredSelect	PLANNING
170	vvDiscountedLinePrice	Discounted Line Price	InputType.textField	FINANCE
180	vvTaxCalculationMethod	Tax Calculation Method	deferredSelect	FINANCE
190	vvTaxPercentage	Tax Percentage	deferredSelect	FINANCE
200	vvTaxTaxAmount	Tax Tax Amount	InputType.textField	FINANCE
210	vvDiscountName	Discount Name	deferredSelect	FINANCE
220	vvDiscountPercentage	Discount Percentage	deferredSelect	FINANCE
230	vvDiscountAmount	Discount Amount	InputType.textField	FINANCE
240	vvTotalScheduledQty	Total Scheduled Qty	InputType.textField	DEFAULT
250	sdSoLineId	Sd So Line Id	InputType.number	REFERENCE
260	srcEntityName	Src Entity Name	deferredSelect	DEFAULT
270	srcEntityId	Src Entity Id	InputType.textField	REFERENCE
280	sdSoHeaderId	Sd So Header Id	InputType.number	REFERENCE
290	lineNumber	Line Number	InputType.number	DATA
300	shippingOrgId	Shipping Org Id	deferredSelect	REFERENCE
310	invItemMasterId	Inv Item Master Id	deferredSelect	REFERENCE
320	itemDescription	Item Description	deferredSelect	DEFAULT
330	lineQuantity	Line Quantity	InputType.textField	DATA
340	priceListHeaderId	Price List Header Id	InputType.number	REFERENCE
350	priceDate	Price Date	InputType.date	DATE
360	unitPrice	Unit Price	InputType.textField	FINANCE
370	linePrice	Line Price	InputType.textField	FINANCE
380	taxAmount	Tax Amount	InputType.textField	FINANCE
390	taxCode	Tax Code	deferredSelect	FINANCE
400	docStatus	Doc Status	InputType.select	CONTROL
410	docStatus	Doc Status	InputType.select	CONTROL
420	needByDate	Need By Date	InputType.dateTime	DATE
430	promiseDate	Promise Date	InputType.date	DATE
440	scheduleShipDate	Schedule Ship Date	InputType.date	DATE
450	referenceDocType	Reference Doc Type	InputType.textField	CONTROL
460	referenceDocNumber	Reference Doc Number	InputType.number	DATA
470	soDocumentTypeLine	So Document Type Line	deferredSelect	CONTROL
480	supplySource	Supply Source	InputType.select	DEFAULT
490	destinationType	Destination Type	InputType.select	CONTROL
500	lineDescription	Line Description	InputType.textField	DEFAULT
510	uomCode	Uom Code	deferredSelect	DEFAULT
520	kitCb	Kit Cb	InputType.switchField	DEFAULT
530	kitConfiguredCb	Kit Configured Cb	InputType.switchField	DEFAULT
540	approvalStatus	Approval Status	InputType.select	CONTROL
550	sysSpdHeaderId	Sys Spd Header Id	InputType.number	REFERENCE
560	discountCode	Discount Code	deferredSelect	FINANCE
570	lineDiscountAmount	Line Discount Amount	InputType.textField	FINANCE
620	shipToId	Ship To Id	deferredSelect	REFERENCE
630	billToId	Bill To Id	deferredSelect	PLANNING
640	lineType	Line Type	InputType.select	CONTROL
5580	createdBy	Created By	InputType.textField	REFERENCE
5590	creationDate	Creation Date	InputType.dateTime	REFERENCE
5600	lastUpdatedBy	Last Updated By	InputType.textField	REFERENCE
5610	lastUpdateDate	Last Update Date	InputType.dateTime	REFERENCE

Accounting

The accounting process in inoERP is quite flexible, and you can configure the system to generate the accounting details for any business process.(Refer to Journals for more details)

A POS can be configured to generate the accounting details as per your business requirement. The standard accounting process is as follows:

Dr Cash
            Cr Revenue 
        

The inventory transaction created against a POS order creates the below accounting entries:

Dr COGS
            Cr Inventory