Tally Accounting
Posted by Asok K Nadhani on

Point of Sales Configuration in Tally

Point of Sale – Special Retail Sales Invoice

Point of Sale is a retail outlet, a checkout counter in a shop, or any other location where retail cash sale transactions take place.

PoS Voucher is a special type of Sales Voucher type for preparation of quick Cash Memo at retail counters, with full payment made at the counter (Credit Sale Bills cannot be made with PoS).

So, No Customer ledger need to be entered. Payment may be accepted in Multi mode in one invoice (like combination of Cash, Cheque, Credit / Debit Card, Gift Voucher etc).

PoS Voucher is a special type of Sales Voucher type for preparation of quick Cash Memo at retail counters, with full payment made at the counter (Credit Sale Bills cannot be made with PoS).

So, No Customer ledger need to be entered. Payment may be accepted in Multi mode in one invoice (like combination of Cash, Cheque, Credit / Debit Card, Gift Voucher etc).

PoS Voucher Type Configuration in Tally

Having created PoS Voucher type, At GoT, click F12:Configure>Invoice/Orders Entry, under the section POS (F-1A) set the following options for Point of Sale :

  • Faster POS Invoicing :  In retailing, normally 1 unit is billed for most of the Items. At Skip Qty field during POS Invoicing (faster entry), set  :
  • Yes to carry 1 automatically at quantity field (so quantity need not be typed in 1 unit item sale)
  • No (Quantity figure is to be entered every time for each Item)
  • Modification of Rate in Invoice: The Rates carried are automatically picked as per the Standard Rates defined in the Stock Item master or from the selected Price List. At Allow modification of Rate field during POS Invoicing, set :
  • Yes  to allow modification of Rates carried during PoS Invoice entry
  • No to prevent change of Rates
  • Party Details in POS Invoice: Normally ledgers are not created for customers for PoS as payments are made at the counter at the time of sale and no balance remains outstanding. However, sometime, you may need to keep Customer details. At Allow Party Details in POS Invoice, set :
  • Yes, to select the Customer’s Ledger in PoS entry
  • No. Party Details are not to be entered in PoS Invoice for faster entry

To enter Party details without selecting a Party Ledger, during PoS entry, select Not Applicable at Party Ledger and enter Party Name & Address at  Buyers Details.

Configuration options for PoS Entry in Tally

Current PoS Invoice Entry Configuration in Tally

At current PoS Invoice entry, Click F12:Configure screen to get PoS entry configuration screen .

Current PoS Invoice Entry Configuration in Tally

Here you get following additional options, apart from the options discussed above , for the current PoS Voucher being entered:

  • Accept Supplementary Details : Set Yes to enter supplementary details  as described earlier (§07/03-02/S1).
  • Use Additional Description for Item Name : Set Yes to enter Additional Item Description as described earlier (§03/02-04).

Additional Charges set up in POS in Tally

You may also specify the other charges and its computation / rounding methods in the Voucher Class .

Additional Charges specification in Voucher Class

At Type of Calculation, select the Calculation method from the list

Calculation Methods List

Having set these options, you may enter the Additional Charge in the PoS Voucher

Customer Details entry in PoS in Tally

When you set Yes at Accept Supplementary details at PoS Voucher Entry configuration, you get Buyer Entry details may enter Buyer’s details

Entry of Buyer details

You may also enter Narration (Ledger / Voucher) in PoS Voucher,  if specified in the Voucher Type / Class (F-1/01-08).

PoS Invoice using Voucher Class, with fixed additional amount, Item description.

PoS Invoice Printing in Tally

Having completed the PoS Invoice entry, at PoS entry screen, click P:Printing to get PoS printing screen. Type Y to print the PoS with default printing configuration options.

PoS Invoice Printing Configuration in Tally

PoS entry configuration has been explained. To se up PoS Printing configuration, to configure the contents of Printed Invoice,  At PoS printing screen, click F12:Configure to get PoS printing configuration screen , to set the Configuration options.

PoS printing configuration in Tally

PoS Register in Tally

Having entered the PoS Invoice, you may print the PoS Register listing the PoS Invoices. Select  Display>Account Books>PoS Register to get PoS Register for the current period

This report is similar to Voucher Register (01-06)

PoS Register Display in Tally

PoS Register Configuration in Tally

At POS Register Display , click  F12:Configure to get PoS Register Configuration , similar to Sales Register Configuration  (§02/03-04). Set the options as desired

This way, you may get PoS Register with separate column (viz, Cash, cheque, gift voucher & Credit / Debit Cards) for each payment type (when you set Yes at Show Inventory Details also:

PoS Register Configuration in Tally

PoS Register Buttons in Tally

At POS Register Display, you get the buttons somilar to buttons in Sales Register

PoS Register  Buttons in Tally

Click here to see PDF