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Creating POS Invoice with Multiple Payment Mode in Tally.ERP 9

On 9-4-2016, Shop n Save Market sold the following item.

 

 

Name of Item

Quantity

Rate

Amount

Olive Oil

12

150

1,800

 

 

The customer pays Rs.900 by credit card, Rs.750 by cheque and Rs.150 by cash

 

i. Make an entry of the transaction in a sales voucher.

Go to Gateway of Tally > Accounting Vouchers > F8: Sales

1.   Select the voucher type as POS Invoice.

2.   Press F2 and change the date to 9-4-2016.

    3.     Enter the POS Invoice No

4.    Select the Godown as Main Location.

5.    Click on the button Multi Mode Payment on the vertical button bar.

6.    Select the sales ledger as Sales.

7.    Select the Name of Item as Olive Oil.

8.    Quantity: 12 Bottles

9.    Tally.ERP 9 calculates and displays the rate and amount details.

10. In the columns pertaining to payment details make the following entries.

  • Gift Vouchers: Payment received through gift vouchers is entered here. Select Not

Applicable.

  • Credit/Debit Card Payment: Select the name of the bank with which you have the arrangement for collecting the card receivables.
    • Select Axis Bank Ltd. . (Press ALT+C to create the ledger HDFC Bank - under Bank Accounts).
    • The amount is automatically filled with the amount of the invoice 1,800, Type 900
    • This will prompt you to enter the card number. Type 123456789 and press Enter.
  • Cheque: Enter the name of the bank in which you deposit the cheques.
  • Select HDFC Bank. The amount column is automatically filled with the balance amount receivable, Type 750 and press Enter.
  • This will take you to the column Bank Name. Enter the name of the bank on which the cheque has been drawn.
  • Type Citibank.Tally.ERP 9 prompts you to fill in the cheque no. Type 555555 and press Enter.
  • Cash: Select the ledger Cash (pre-defined). Tally.ERP 9 automatically fills the balance amount receivable, 150.
    • Enter the cash tendered by the customer, which is 200.
    • Tally.ERP 9 automatically calculates and displays the balance amount to be refunded as 50.

11. Skip the narration field by pressing Enter.

 

 

The completed POS Invoice screen displays as shown.


Fig-9

12. Press Y or Enter to accept the screen.

13. On saving the voucher, Tally.ERP 9 asks for a confirmation to print the invoice.

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

 

 

The printed POS Invoice will appear as shown.

Fig-10

TIPS:

  • You can configure the printer to alter paper dimensions. The standard paper size for a POS invoice is 4 inches by 11 inches.
  • To accelerate the process of recording the sales invoice entries, create a voucher class by specifying the default ledger allocations for the pay- ment details. If voucher classes are defined, Tally.ERP 9 will automati- cally display the ledger accounts for gift vouchers/ card/ bank/ cash in the POS Invoice.
 
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1. Features of Point of Sale (PoS) in Tally.ERP 9

 

2- Company Setup for Point of Sale in Tally.ERP9

Tally.ERP9s Point of Sale module makes it easy to streamline your retail operations by automating the ‘Check out’ process for your customers. It takes a one-time configuration in Tally.ERP 9 for POS features to be activated.

 

Illustration for POS :

Consider M/s. Shop n Save Market, a leading retail chain, which deals in grocery products.
 

3- Creating POS Voucher Type

 
4- Creating Ledgers & Stock Items
 

5- Creating ‘Purchase Invoice’ for POS Transactions

On 1-4-2016, Shop n Save Market purchased the following item.

 

Name of Item

Quantity

Rate

Amount

Olive Oil

100

125

12,500

 

 

6- Creating POS Invoice with Single Payment Mode

On 6-4-2016, Shop n Save Market sold the following item :

 

Name of Item

Quantity

Rate

Amount

Olive Oil

9

150

1,350

The customer pays Rs. 1,500 by cash.
 

7- Creating POS Invoice with Multiple Payment Mode

On 9-4-2016, Shop n Save Market sold the following item.

 

 

Name of Item

Quantity

Rate

Amount

Olive Oil

12

150

1,800

 

 

8- Creating POS Invoice using Voucher Class

On 18-4-2016, Shop n Save Market sold the following item :

 

Name of Item

Qty

Rate

VAT

Amount

Milk 500ML

10

95

12.5%

1,068.75

The customer submits Sodexo Gift Voucher worth Rs.250, pays Rs. 600 by credit card and Rs.218.75 by cash.
 

9- POS Register

POS Register provides the list of Invoices. These Vouchers are collated and listed together for a period to  give meaningful information. Each POS Invoice is further drilled down to obtain the lowest level of information.
 
 
 
Company Information @ Tally.ERP9
Group & Ledger

Introduction
1. THE GROUP
2. THE LEDGER
3. VOUCHERS TYPES

Advanced Inventory / Stock
Meaning
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
 
Statutory & Taxation
Utilities & Others @ Tally.ERP9
Credit Limits
Knowledge Base @ Tally.ERP9
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Inventory Masters
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Inventory Report Statements
Balance Sheet
Accounting Reports
Accounting Vouchers
Interest Calculation
VAT-Value Added Tax
Service Tax
TDS (Tax Deducted at Source)
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The names of Companies and persons used in this Website have been used for illustrative purposes only.
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