https://help.tallysolutions.com/docs/te9rel66/sales/point-of-sale-tally.htm

Point of Sale

Point of Sale transaction may take place at a retail shop, a check-out counter in a shop or any similar location. The various POS equipment used in retail outlets are cash registers, card readers, and barcode scanners. In Tally.ERP 9, you can record a POS invoice in single or multiple payment modes, print it using a POS invoice printing device, and view the list of POS transactions in reports. You can also create a voucher class for POS, to automate ledger allocation in the invoice.

On this page

Record a POS Invoice

Record POS Invoice with Multiple Modes of Payment

Faster Data Entry for POS Invoice

POS Register

Record a POS Invoice

When you need to raise a bill for a POS transaction, you need to create a POS invoice voucher type in Tally.ERP 9 and use it to record transactions.

1. Open the voucher type screen and select the type of voucher.

a. Gateway of Tally > Inventory Info. > Voucher Types > Create .

b. Enter the Name for the voucher type, for example POS Invoice .

c. Set Sales as the Type of Voucher .

d. Provide the voucher numbering details as needed.

2. Enable the voucher type for POS transactions.

a. Set the option Use for POS invoicing to Yes .

b. Enter Print Message 1 and Print Message 2 , as required, to be printed at the bottom of the POS invoice .

c. Enter the Default Print Title , as required.

d. Accept the screen. As always, you can press Ctrl+A to save.

3. Open the POS invoice screen and provide the details of stock items.

a. Gateway of Tally > Accounting  Vouchers > F8 (Sales) > POS Invoice .

b. You can set the Party A/c Name to Not Applicable when the buyer details are not known. If you know the buyer details, you can select the same.

c. Select the Sales ledger .

d. Select the stock item. By default, the Quantity appears as 1. You can press Backspace and change it, if needed.

e. The Rate will be auto-filled, if available for the stock item. However, you may choose to enter the Rate .

4. Specify the payment details.

By default, Cash appears as the mode of payment. When you receive cash, enter the cash Tendered . The Balance amount, if any, will appear.

5. Accept the screen. As always, you can press Ctrl+A to save.

Click here to see the possible F12 configurations for POS Invoice.

6. Print the invoice.

a. Press Alt+P .

b. Press Alt+S (Select Printer) and select the POS printer.

c. Press Alt+F (Print Format) and select the required format.

d. Press Enter to print.

You can print the POS invoice with the relevant information using the required paper size.

Record POS Invoice with Multiple Modes of Payment

You may want to select different payment modes while recording a POS invoice. In Tally.ERP 9, you can select multiple modes of payment.

1. Open the POS invoice screen and provide the details of stock items.

a. Gateway of Tally > Accounting  Vouchers > F8 (Sales) > POS Invoice .

b. You can set the Party A/c Name to Not Applicable when the buyer details are not known. If you know the buyer details, you can select the same.

c. Select the Sales ledger .

d. Select the stock item. By default, the Quantity appears as 1. You can press Backspace and change it, if needed.

e. The Rate will be auto-filled, if available for the stock item. However, you may choose to enter the Rate .

2. Select the modes of payment and enter the amount.

Press Ctrl+P ( Multi Mode Pymt ). The multi mode payment options appear.

o Gift Voucher - You can select only the ledgers created under Sundry Debtors / Sundry Creditors . Select the gift voucher ledger created under these groups.

o Credit/Debit card and Cheque - Select the bank ledgers.

o Cash - Enter the cash Tendered , if applicable. The Balance amount, if any, appears.

3. Accept the screen. As always, you can press Ctrl+A to save.

4. Print the invoice.

a. T he Voucher Printing screen appears.

If you want to print it later, you can press Esc to skip it. When you need to print the POS invoice, open it in alteration mode and press Alt+P (Print).

b. Press Alt+S (Select Printer) and select the POS printer.

c. Press Alt+F (Print Format) and select the required format.

You can print the POS invoice with the required details.

Faster Data Entry for POS Invoice

The payments for POS invoices are generally made by cash, gift vouchers, cheques/drafts, or credit/debit cards. In Tally.ERP 9, you can create a voucher class for POS invoice with the required modes of payment. These payment modes will be prefilled in the invoice on selecting the voucher class. This will help you to quickly record a POS invoice with the required modes of payment.

In this section

Create POS Voucher Type with Voucher Class

Record a POS Invoice with Voucher Class

Create POS Voucher Type with Voucher Class

In Tally.ERP 9, you can create a voucher class with the required modes of payment, which can be used to quickly record the transactions.

1. Enter a name for POS invoice voucher class.

a. Gateway of Tally > Accounts Info. > Voucher Type > Create (create a POS invoice voucher type, if not available) or Alter (open the POS invoice voucher type if you had created it earlier).

b. Enter a name for the voucher class under Name of Class .

c. Press Enter to view the Voucher Type Class screen.

2. Define the voucher class details.

a. The options Gift Vouchers , Credit/Debit Card Payment , Cheque/DD , Cash will be enabled.

b. Select the ledgers for each.

o Gift Vouchers - Select the ledgers grouped under Sundry Debtors or Sundry Creditors .

o Credit/Debit Card Payment - Select the bank ledger grouped under Bank account or Bank OD/OCC .

o Cheque/DD - Select the bank ledger grouped under Bank account or Bank OD/OCC .

o Cash - Select the ledger grouped under Cash-in-Hand .

c. Select the sales ledger to be prefilled in the invoice, and enter the percentage of allocation.

Note: If you want to use this voucher class to calculate sale value inclusive of tax, you can enter a lesser percentage for sales ledger and allocate the remaining percentage for tax. For example, if the tax is 14%, you can enter the percentage for sale as 87.72% (which is (100*100)/114) and the remaining percentage (12.28% (which is 100*14)/114) for tax ledger.

d. Select any additional accounting ledgers to be pre-defined in the invoice, with the Type of Calculation . This is applicable only if you want to enter additional expenses, like transportation charges, which will be added to the item value.

3. Press Enter to return to the Voucher Type Alteration screen.

4. Accept the screen. As always, you can press Ctrl+A to save.

Record a POS Invoice with Voucher Class

Using the voucher class, you can record a POS invoice with the required modes of payment.

1. Open the POS invoice voucher type with voucher class.

a. Gateway of Tally > Accounting Vouchers > F8 (Sales).

b. Select the POS invoice voucher type > select the POS voucher class.

The modes of payment with the corresponding ledgers will appear.

2. Enter the transaction details.

a. You can set the Party A/c Name to Not Applicable when the buyer details are not known. If you know the buyer details, you can select the same.

b. Select the stock item. By default, the Quantity appears as 1. You can press Backspace and change it, if needed. The sales ledger selected in the voucher class will be allocate to the stock items.

c. The Rate will be auto-filled, if available for the stock item. However, you may choose to enter the Rate .

3. Enter the values against the applicable modes of payment.

What you see on the screen can vary based on your choices. Press F12 (Configure) to change the options and F11 (Features) to enable or disable features.

4. Accept the screen. As always, you can press Ctrl+A to save.

Note: You can record POS invoices with different actual and billed quantities by enabling the option Use separate actual and billed quantities in F11 (Features) > F2 (Inventory).

POS Register

POS Register lists all the POS invoices. You can drill down from each POS invoice to view the invoice details.

1. Gateway of Tally > Display > Accounts Books > POS Register .

Note: The POS Register will be available only if the option Use for POS Invoicing is enabled in the POS Voucher Type , and at least one transaction has been recorded.

2. Press Alt+F1 (Detailed) to view the report in detailed mode.

3. Press F12 (Configure) and set the options as needed.

Click here to see the possible F12 configurations for POS Register.

4. Press Alt+F12 (Range Filter) to filter the POS invoices based on a range of parameters, such as party name, buyers name, cost centre, cost category and so on.

You can view all the POS transactions in the POS Register .