Point of Sale (POS) @ Tally.ERP 9..

The POS (Point-of-Sales) Invoice feature allows you to create invoices at a point of sales and to collect payment from your customers. POS can be a Retail Outlet, a Checkout Counter in a Shop, or any other Location where a sale transaction takes place.

POS system is a computerized Cash Register which adds up the Sales Totals, calculates the balance to be returned to buyer and automatically adjusts the inventory levels to reflect the quantity sold. The equipment require for POS to work effectively are Cash Register, Card Register, Bar-Coders, Scanners and so on.

Advantages of Point of Sale system are :

  • It helps to calculate sales and operate the Cash Drawer.
  • It manages Inventory and facilitates the Barcode Scanner operations.
  • It offers a flexible and simpler way of querying your inventory and Sales Database.
  • It helps you track product movement and the cost to push certain brands over others.
  • It tracks and records the date and time of every sale made at your point of sale.

Illustration for POS

Consider M/s Swayam Plaza, a leading Retail chain, which deals in Grocery Products including Fresh Foods, ready to eat Food and other Non-Food items.

Step 1 :            Creating Voucher Type

The First Step to enable POS Invoicing is to create a POS Invoice Voucher Type. Using Voucher class, you can pre-define accounts, limit the list of ledgers for selection during voucher entry, automate Ledger posting associated with Stock items and create auto selection for duties, discounts and rounding off.

Go to Gateway of Tally.ERP à Accounts Info à Voucher Types à Create

In the Voucher Creation screen,

  • Type the name of the Voucher Type as “ POS Invoice”
  • Select the Voucher Type as ‘Sales’ from the List of Voucher types.
  • Type the abbreviation as ‘POS’
  • Set Use for POS Invoicing to YES.
  • Specify the Default Print Title as ‘INVOICE’
  • Method of Voucher Numbering is set by default to Automate, but can be set to Manual or None
  • The Start number field is set to 1 by default.
  • Print after saving is set to YES by default. You have the option to set it to No.
  • Use Common Narration will be by default set to NO.
  • You will find Two Additional fields for messages and can use them as per your requirements. Type “Thank YouVisit Again” in the print message 1 field.
The complete POS Invoice Voucher Type screen appears as shown :
Point of Sale (POS) @ Tally.ERP 9


  • Press Enter to Accept.

 Step 2 :            Creation of Master

Create the  Purchase Ledger and Sales Ledger in the books of M/s Swayam Plaza


Go to Accounts Info à Ledger à Create




Inventory Values are Affected


Purchase Account



Sale Accounts



Step 3 :            Creation of Stock Item

Create Stock Item with Standard Price. To set standard Rates for Stock Items, activate ‘Allow Standard Rates for Stock Items’ in F12 : Configure.

Go to Gateway of Tally.ERP à Inventory Info à Stock Items à Create

  • Name :  Type Pepsodent150 gm.
  • Under : Select FMCG. ( Press ALT + C to create Stock GroupFMCG under primery)
  • Units : Select Nos. ( Press ALT + C to create a simple unit of measure – Nos ).
  • Set Standard Rates ? : Set YES’ . This displays a screen where the Standard Rates can be specified.
    • Under Standard Cost, specify the rate as 15 and under Standard Selling Price specify the rate as 20.
    • The in the field Applicable from is 1-4-2011.
  • Press Enter to Accept the standard rate settings.
  • The complete Stock Item Creation screen appears as shown :
Point of Sale (POS) @ Tally.ERP 9

Note : To view the field Set Standard Rates , Activate Allow Standard Rates for Stock Items in F12 : Configure.


Step 4 :            Recording Transactions or Voucher Entry


M/s Swayam Plaza purchased 100 nos of ‘Pepsodent – 150 gm.’ At the rate of Rs.15 on 1-4-2011. Make an entry in the Purchase Voucher to record this transaction.


M/s Swayam Plaza sold 5 nos of Pepsodent-150 gm. For a total of Rs.100 on 2-4-2011. The customer pays Rs.50 by Credit Card, Rs. 30 by cheque and Rs.20 by cash. The Sale Voucher to record this transactions is entered as follows :


Go to Gateway of Tally.ERP à Accounting Vouchers à F8 : Sales.


The complete POS Invoice screen will appear as shown :
Point of Sale (POS) @ Tally.ERP 9

Note : Press P   ( Ctrl + P) for Multi Mode or Single Mode Payment in the right side Button Bar.

On saving the voucher, Tally.ERP asks for a confirmation to print the Invoice.

Click With Preview button to see a preview of  the invoice and press Enter.

The printed invoice will appear as shown :
Point of Sale (POS) @ Tally.ERP 9

Step 5 :            POS Reports


To view the list of POS Invoice Statement


Go to Gateway of Tally.ERP à Display à Accounts Books à POS Register


Click F1 : Details


Note : POS Register options will appear , only if the option Use for POS Invoicing is activated in Voucher Type and at least one entry has been made.


The POS Register displays as shown :
Point of Sale (POS) @ Tally.ERP 9
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Group & Ledger
Advanced Inventory / Stock
Order Processing
Re-Order Levels
Tracking Numbers
Batch-wise Details
Additional Cost Details
Bill of Materials (BOM)
Price Lists and Price Levels
Stock Valuation
Zero Valued Entries
Inventory Ageing Report
Actual and Billed Quantities
Advanced Usage of Vouchers
Maintain Bill-wise Details
Cost Center and Cost Category
Interest Calculation
Reversing Journals
Post-Dated Voucher
Memo (Memorandum) Voucher
Optional Voucher
Using Tracking Number
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Stock Items
Stock Groups
Inventory Masters
Inventory Vouchers
Inventory Report Statements
Balance Sheet
Accounting Reports
Accounting Vouchers
Interest Calculation
VAT-Value Added Tax
Service Tax
TDS (Tax Deducted at Source)
Disclaimer :

The names of Companies and persons used in this Website have been used for illustrative purposes only.
The visitors may visit www.tallysolutions.com , the web site of Tally Solutions Pvt. Ltd. for resolving their doubts or for clarifications

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