Point of Sale stands for:
...
| Table of Contents | ||
|---|---|---|
|
The menu
Seller
Path(Menu): POS → Settings → Seller
...
If you want to create a new seller, you can start with the usual + button in the table view (grid):
(Mandatory fields are as always highlighted in darker orange)
...
Payment method: Which variants does the seller have to pay invoices.?
Seller state: Here the financial year is set/displayed, which invoice number was last used (order, reminder, and invoice number) and an invoice area is created.
Seller Dunning Configuration: Here you have the possibility to enter reminder fees for the 1, 2, and the third reminder.
| Note | ||
|---|---|---|
| ||
In principle, all sellers have the format year/00000000 (= e.g. 2027/00198750). If you want different or completely different formatting, please contact the Nexxchange Support (support@nexxchange.com) or simply send us a feedback! The information to be deposited (see image below "Format") is in "Java" formatting. |
| Warning | ||
|---|---|---|
| ||
Since the clubs end and restart the season at different times, the financial year has to be started manually in order to change over. With the turn of the year, the changeover does not happen automatically and is the responsibility of the golf club! If, for example, you close in October and open again in March, you can still use invoices for the financial year for October. After you have created all invoices for the previous year, you can advance the " financial year ". Please note that this process must be performed for each seller. (Each seller has its own seller status = financial year) Info: As soon as you advance the " financial year " the number of generators will be reset. If this is not desired, you can "adjust" the last invoice number (see image above). |
Here the possibilities have the financial year as well as reminder number and delivery note number manually adapt/change.
| Tip | ||
|---|---|---|
| ||
Please note, if you have used the arrows |
Templates Assignment: Here you can define/assign several templates for your seller for each area:
Once you have selected your seller, switch to the 'Templates assignment' tab and go to
Here you select:
- Under Invoice format, select the area in which a template is to be assigned.
- Next, select the created/existing template.
- Finally, you can also specify whether this template should always be proposed as default:
| Info | ||
|---|---|---|
| ||
Please note that the templates defined by the seller are always used when printing the invoices. |
...
| Term | Explication | Note |
|---|---|---|
| Date from & to | The period for which you want to narrow down your search | |
| Customer | For a specific customer | |
| User | Logged in user | Searching for users is very helpful, should not use multiple users 1 account (who billed when/what...). |
| Amount from & to | Limiting desired amounts | |
| Payment method | Filtered according to certain payment types | |
| Agent | Filter by invoices with set agent | The sales agent can be stored as a 'sales agent' or a 'customer' in an invoice. |
| Item | Filter by a specific item | Only when grouping by-product or booking reference. |
| Item category | Filter by a specific item category | Here all articles are shown which are assigned to this category. Only when grouping by-product or booking reference. |
| Include Cash Book? | Filter by cash book entries or POS invoices | If, for example, you need to print a report, you can explicitly filter by which areas your entries are from. |
| Representation | Filtering with or without representation | |
| Representative | Filter by specific representatives on whose behalf you sell | Here you can search for an individual representative. |
| Text search | Only when grouping by-product or booking reference. | |
| Discount | Filter by discounted bills | Only when grouping by-product or booking reference. |
...