POS Sales Checkout

 

POS Purchase Checkout

 

Delete/Cancel Purchase

 

Issue Quotation

 

Sales Checkout(Quotation)

 

E Filing Wizard

 

 

POS Sales Checkout

 

In this menu you can sell items with or without customer Details. If you want to include customer details then select Include Customer Details from Setup->Default Settings->POS Default Settings.

 

By giving customer ID you can select customers. If you need more details, then click on Find button. When you click on Find button, another window Find Customer will appear. Find Customer Screen is as shown in Fig 124

 

Then you can select Item Id or Item Name and enter the Quantity to be sold. In the case of Barcode Readers you need to enter Item Id Only. There is also a provision to change the category of any item.

 

If you want to print the receipt, then select Always Print Sales Receipt option in from Setup->Default Settings->Print Settings or alternatively you can tick the print receipt checkbox. You can give Discount and Handling Charge by selecting Allow Handling Charge, and Allow Discount option from Setup->Default Settings->POS Default Settings. You can also select Method of Payment. Net Amount, Tax Amount and grand total will generate automatically.

 

If you want to adjust the Bill amount with Customer Balance, Select Customer Adj Button, enter the amount and click Ok.

 

Manufactures and Dealers need to enter Order details, which can be done Using Order Details Tab.

 

POS Sales Checkout Window is as shown in Fig 122.

 

POS Checkout supports different types of Receipts which are suitable for ‘THE KERALA VALUE ADDED TAX RULES, 2005’ as well as general formats. In order to set the bill type you can select Bill Type from Set up-> Default Settings ->POS Print Settings. Receipt of POS sales checkout is as shown in Fig 123.

 

 

Fig 122: Sales Checkout Window with the items purchased for a customer

 

 

 

 

 Fig 123: Receipt of Sales Checkout

 

 

Fig 124: Find Customer Screen

 

 

POS Purchase Checkout

 

Using this menu you can Purchase items.If you want to include Supplier details, add Supplier from Setup->POS ->Supplier Info. By giving Supplier Registration number you can select suppliers. If you need more details, then click on Find button. When you click Find button, another window Find Supplier will be up.

 

 

Then you can select Item Id or Item Name and enter the Quantity to be purchased. In the case of Barcode Readers you need to enter Item Id Only.

 

There is provision to give Discount and Handling Charges. unit price,Item price,Tax%,Tax Amount and total price will be generated automatically from the details you have given in the Add New Stock Item dialog.

 

POS purchase Checkout Window is as shown in Fig 125.

 

For finding Supplier, Find Supplier Window is as shown in Fig 126.

 

 

Fig 125: POS Purchase checkout Screen

 

 

 

Fig 126: Find Supplier Screen

 

Delete/Cancel Purchase

 

In this menu you can Cancel /Delete purchased items. In order to display details of purchase either you can enter Invoice Number or specify a period. In order to give Date ,First select Date (Checkbox) then give range of dates. Cancel Purchase window is as shown in Fig 127.

 

If you want to Cancel the purchase,select a purchase from the list and click on Cancel Entry ; you will get another window Cancel Items. Cancel Items window is as shown in Fig 128.

 

Items Purchased corresponding to Invoice No: will be displayed as a list in cancel items. From there you can select the cancelling item. By default, Qty Returned is same as the Quantity purchased. There you can enter the actual quantity to be returned. Price of returned item,Tax Rate,Qty to be updated to stock,Qty to be replaced,Net Amount to return,Discount given etc. will be automatically filled. Then click RollBack button to rollback the transaction. After rollback the status of the particular transaction will be shown as Cancel.The Cancel Items window after rollback is shown in Fig 129.

 

If you want to Delete the purchase,Select a purchase from the list and click on Delete. While clicking on Delete Button, a message will appear asking “Are you sure you want to delete ?”. If you want to Delete , click on Yes, otherwise click on No. The Message is as shown in Fig 130. Then the corresponding invoice number and the complete transaction will be deleted from database.

 

 

Fig 127: Cancel Purchase Screen

 

 

Fig 128: Cancel Items Screen

 

 

Fig 129: Cancel Items Screen after Rollback

 

 

Fig 130: Message asking for conformation of Deletion.

 

Issue Quotation

 

In this menu you can make quotation with or without customer Details. If you want to include customer details then select Include Customer Details from Setup->Default Settings->POS Default Settings.

 

By giving customer ID you can select customers. If you need more details, then click on Find button. When you click on Find button, another window Find Customer will appear.

 

Then you can select Item Id or Item Name and enter the Quantity to be sold. In the case of Barcode Readers you need to enter Item Id only. There is also a provision to change the category of any item.

 

If you want to print the receipt, then select Always Print Sales Receipt option in from Setup->Default Settings->Print Settings or alternatively you can tick the print receipt checkbox. You can give Discount and Handling Charge by selecting Allow Handling Charge, and Allow Discount option from Setup->Default Settings->POS Default Settings. You can also select Method of Payment. Net Amount, Tax Amount and grand total will generate automatically.

 

Issue Quotation Window is as shown in Fig 131.

 

It is also possible to set the Quotation Bill/Report Heading using the Additional Info tab.This tab is as shown in Fig 132.

 

Fig 131: Issue Quotation Window

 

 

Fig 132: Additional Info tab

 

 

Sales Checkout(Quotation)

 

In this menu you can convert a quotation to sales order with or without customer Details. If you want to include customer details then select Include Customer Details from Setup->Default Settings->POS Default Settings.

 

By giving customer ID you can select customers. If you need more details, then click on Find button. When you click on Find button, another window Find Customer will appear.

 

Then you can select Item Id or Item Name and then enter the Quantity. In the case of Barcode Readers you need to enter Item Id Only. There is also a provision to change the category of any item.

 

If you want to print the quotation details, then select Always Print Sales Receipt option in from Setup->Default Settings->Print Settings or alternatively you can tick the print receipt checkbox. You can give Discount and Handling Charge by selecting Allow Handling Charge, and Allow Discount option from Setup->Default Settings->POS Default Settings. You can also select Method of Payment. Net Amount, Tax Amount and grand total will generate automatically.

 

If you want to adjust the Bill amount with Customer Balance, Select Customer Adj Button, enter the amount and click Ok.

 

Quotation Sales Checkout Window is as shown in Fig 133.

 

you can also convert an existing quotation to sales order by clicking on QUOTATION button. When you click on QUOTATION button, another window Select Quotation will appear. Select Quotation Screen is as shown in Fig 134

 

Fig 133: Sales Checkout Window for Quotation

 

 

 Fig 134: Select Quotation window

 

E Filing Wizard

 

According to the Kerala value added tax rule, from 01-01-2009 onwards every shop owner in kerala should submit their returns through online. i.e through the website of kerala Commercial tax department. This e-filing wizard will help you to submit your returns through internet.

 

In order to do e-filing from SalesMatePlus you should click E-filing wizard from POS menu. A welcome page to E filing wizard appears. Click Next button to start E filing. Select E-filing month /specified period and return type. Return type is either Retailer or dealer and this depends upon the shop. The window is shown in Fig135. After entering these details, click Next button. This page will export selected details (purchase and Sales) to the e-filing Excel file. The window is shown in Fig136 ,tick the check box and click Next button. Then an Excel sheet will be displayed in which the purchases and sales done in the particular period/month automatically generated. The purchase tab is shown in Fig137. There is a Validate Purchases button. Click the button. If all the details are correct then the purchases will be exported. And you will get a message shown in Fig138 . If you dont have any purchase just uncheck the Export purchase details checkbox.

 

Click the sales tab. The excel sheet contains the sales details filled automatically. Window is shown in Fig139 .There is a Validate Sales button. If all the details are correct then the sales will be exported. And you will get a message shown in Fig140 . If you dont have any sale just uncheck the Export sales details checkbox. Next page contains E filing site address (eg:Kerala Commercial Taxes Department site.) as shown in Fig141 . You can select your E-filing site there.Click Next button again and click Finish as shown in Fig142 . The Files will be saved into "C\KVATS\Purchase.txt" and " C\KVATS\Purchase.txt".After selecting Finish button you will be automatically diverted into the site address given as shown in Fig143 .

 

 

Fig 135: E filing Wizard 1

 

 

Fig 136: E filing Wizard 2

 

 

Fig 137: E filing Wizard 3

 

 

Fig 138: E filing Wizard 4

 

 

Fig 139: E filing Wizard 5

 

 

Fig 140: E filing Wizard 6

 

 

Fig 141: E filing Wizard 7

 

 

Fig 142: E filing Finish page.

 

 

Fig 143:After finishing e filing wizard user will be redirected to this page.