Add to Favourites

Record Point of Sale (POS) Transaction in TallyPrime

Point of Sale transactions may occur at a retail shop, a check-out counter in a shop, or any similar location. The various POS equipment used in retail outlets is cash registers, card readers, and barcode scanners. In TallyPrime, 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 in TallyPrime, to automate ledger allocation in the invoice.

Record a POS Invoice

When you raise a bill for a POS transaction, you must create a POS invoice voucher type in TallyPrime and use it to record transactions.

1. Open the voucher type screen and select the type of voucher.
   1. Press Alt+G (Go To) > Create Master > Voucher Type > press Enter.
      Alternatively, go to Gateway of Tally > Create > Voucher Type > press Enter.
   2. Enter the Name for the voucher type, for example, POS Invoice.
   3. Set Sales as the Type of Voucher.
   4. Provide the voucher numbering details, as needed.
2. Enable the voucher type for POS transactions.
   1. Set the option Use for POS invoicing to Yes.
   2. Enter Print Message 1 and Print Message 2, as required, to be printed at the bottom of the POS invoice.
   3. Enter the Default Print Title, as required.
      
   4. As always, press Ctrl+A to save.
3. Open the POS invoice screen and provide the details of stock items.
   1. Press Alt+G (Go To) > Create Voucher > press F8 (Sales) > select POS Invoice.
      Alternatively, go to Gateway of Tally > Vouchers > press F8 (Sales) > select POS Invoice.
   2. You can set the Party A/c Name to Not Applicable when the buyer details are unknown. If you know the buyer’s details, you can select the same.
   3. Select the Sales ledger.
   4. Select the stock item. By default, the Quantity appears as 1. You can press Backspace and change it if needed.
   5. The Rate is auto-filled if you have sold the same item earlier. However, you may choose to enter the Rate manually.
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, appears.
   
5. As always, press Ctrl+A to save.
6. Print the invoice.
   1. Press Alt+P (Print) > press Enter on Current.
   2. Press F12 (Configure) > press Enter on Printer > select the POS printer.
   3. Press Enter on Show More > press Enter on Print Format and select the required format.
   4. Press Esc twice to return to the Print screen.
   5. Press I (Preview) to check the invoice before printing, if needed.
   6. Press P (Print) to print.
      

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

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

Record POS Invoice with Multiple Modes of Payment

When you make a POS sale, you may get the payment in modes other than cash, such as gift vouchers, debit or credit cards, or even cheques. You may want to select different payment modes while recording a POS invoice. In TallyPrime, you can choose multiple modes of payment.

1. Open the POS invoice screen and provide the details of stock items.
   1. Press Alt+G (Go To) > Create Voucher > press F8 (Sales) > select POS Invoice.
      Alternatively, go to Gateway of Tally > Vouchers > press F8 (Sales) > select POS Invoice.
   2. You can set the Party A/c Name to Not Applicable when the buyer details are unknown. If you know the buyer’s details, you can select the same.
   3. Select the Sales ledger.
   4. Select the stock item. By default, the Quantity appears as 1. You can press Backspace and change it if needed.
   5. The Rate is auto-filled if you have sold the same item earlier. However, you may choose to enter the Rate manually.
2. Select the modes of payment and enter the amount.
   • Press Alt+I (Multi Mode Pymt). The multi-mode payment options appear.
   • Gift Voucher – You can select only the ledgers created under Sundry Debtors/Sundry Creditors. Select the gift voucher ledger created under these groups.
   • Credit/Debit card and Cheque – Select the bank ledgers.
   • Cash – Enter the Cash tendered, if applicable. The Balance amount, if any, appears.
     
3. As always, press Ctrl+A to save.
4. Print the invoice.
   1. The Voucher Printing screen appears. If you want to print it later, you can press Esc to skip it. When printing the POS invoice, open it in alteration mode and press Alt+P (Print).
   2. To print the invoice, press Alt+P (Print) > press Enter on Current.
   3. Press F12 (Configure) > press Enter on Printer > select the POS printer.
   4. Press Enter on Show More > press Enter on Print Format and select the required format.
   5. Press Esc twice to return to the Print screen.
   6. Press I (Preview) to check the invoice before printing, if needed.
   7. Press P (Print) to print.
      

You can print the POS invoice with the required details.

POS Register

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

1. Press Alt+G (Go To) > type or select Monthly POS Register.
   Alternatively, go to Gateway of Tally > Display More Reports > Accounts Books > POS Register.
   ‘
   

   The POS Register is 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+F5 (Detailed) to view the report in detailed mode.
3. Press F12 (Configure) and set the options, as needed.

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

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

Voucher Class for Faster Data Entry

A voucher class is created, predefining the entries that make the invoice entry a simple task. The payments for POS invoices are generally made by cash, gift vouchers, cheques/drafts, or credit/debit cards. In TallyPrime, you can create a voucher class for POS invoices with the required modes of payment. These payment modes are prefilled in the invoice upon selecting the voucher class. This helps you quickly record a POS invoice with the required modes of payment.

To learn how to create a voucher class for a POS invoice, click here.

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
   1. Press Alt+G (Go To) > Create Voucher > press F8 (Sales) > select POS Invoice.
      Alternatively, go to Gateway of Tally > Vouchers > press F8 (Sales) > select POS Invoice.
   2. Select the POS invoice voucher type > select the POS voucher class.
      The modes of payment with the corresponding ledgers appear.
2. Enter the transaction details.
   
   1. You can set the Party A/c Name to Not Applicable when the buyer details are unknown. If you know the buyer’s details, you can select the same.
   2. 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 gets allocated to the stock items.
   3. The Rate gets auto-filled if you have sold the same item earlier. However, you may choose to enter the Rate.
3. Enter the values against the applicable modes of payment.
   
4. As always, press Ctrl+A to save.

   You can record POS invoices with different actual and billed quantities by enabling the option Use separate Actual and Billed Quantity columns in invoices in F11 (Features).