New Stock Item
Stock Item Price
New Stock Item
In this menu you can add new stock items. This is useful
when there is a new stock item arrive. There is a provision for storing item
details, rate, tax, image of item and location of Item. Also you can add new
stock which is not present in the list. While clicking on New
button Stock Item type Window will appear. Here you can enter a new
stock item, its type, image, location and description. You can set selling price
of each item.
Also you can set the reorder level. i.e. if the item
reached on reorder level during POS sales checkout it will remind that reorder
level has reached. A particular item can be purchased from POS->Purchase
checkout screen. All the details about a stock item you entered here, will be
displayed in POS Purchase CheckOut screen. You have the provision for
editing the purchased quantity. Then that quantity will be updated to the stock.
You have to specify purchase price per unit and profit
needed from each unit. Then it will automatically calculate selling price per
unit. Either you can give the profit in percentage or in amount. If you give it
in Percentage box it will automatically convert to amount and vice versa.
If you select Tax included in the std. selling price,
then you can include tax amount in selling price. If you select Tax not
included in the std. selling price, then you have to enter the tax either in
percentage or in amount. If you give it in Percentage it will automatically
convert to amount and vice versa. This tax will be added at the time of sales
You can Browse the image of the stock item using Browse
Button. After that if you don’t want that image you can clear it using Clear.
Also you can give the location of the stock item.
POS stock item window is as shown in Fig
43.After adding all item click on Add button to save
While clicking on Add Button,
a message will appear asking “you want to add another Item?”. If you
want to add another item, click on Yes, otherwise click on No. The Message is as
shown in Fig 43 A.
By clicking on New button, you can
enter a new stock item type. Stock Item Type Window is as shown in Fig
Shortcut key for Add new Stock Item is Ctrl+N.
When you click the Adv Tax Settings button you can
set the tax rate for a stock item. If you select Stock item-> Tax
not included in the std. selling price, then you have to enter the tax
either in percentage or in amount. This tax can be distributed for different
types of taxes applicable for a particular item using this menu. The total tax
for that particular product will be displayed in this screen. If you already
added different types of taxes(eg:CESS,VAT etc.) this taxes will be displayed as
a list. You can select each tax and can enter the tax%.But the tax% given for
different taxes must be equal to the total tax%.
Different types of taxes can be added using POS-> Tax
category. Tax Rate Settings Window is as shown in Fig
43: Add New Stock Item Screen
43 A: Message asking for adding another stock item.
44: Add Stock Item Type Screen
93: Tax Rate Settings Screen
This menu is used to modify and delete a particular item.
At first, select Stock Item window will appear. From this window, you can
search stock either by giving Item ID, Item Name or Display Stock wise. Also you
can give Item ID and stock wise or Item Name and stock wise to search stock.
After selecting an item, click on Edit button. Select Stock Item
Screen is as shown in Fig
While clicking on Edit button, another
window will appear for editing or deleting selected data. Click on Edit
button to edit it and click on Delete button for deleting the data. Edit/Delete
Stock Item Window is as shown in Fig 46.
After making all the changes click on Update
button to update the changes to the database as well as the list in Stock
Shortcut key for Modify Stock item is Ctrl+M.
When clicking on Delete Button, a message
will appear asking “Are you sure you want to delete selected stock Item?”.
The message is as shown in Fig 46 A.
45: Select Stock Item Screen
Fig 46: Edit Stock Item Screen
Fig 46 A: Message
asking for confirmation of deletion
can set rate for each category using this menu item. When you click on this menu
item Categorywise Rate setting window will appear. From here you can
search and select stock item and set rate for each category. You can give
deviation type, percentage deviation, amount deviation etc. If you give
percentage deviation, Amount and New price will generate automatically. After
setting rate for a category click on Set button to display rate
in the list. AAfter setting rate for all categories click on Apply
button to save the changes to the database.
key for Stock Rate setting is Ctrl+R.
wise rate setting window is as shown in Fig 47.
47: Categorywise Rate Setting
Stock Item price
menu sets price for added stock item. There is provision for Display
stockwise and assign new price to the item. This is useful when you want to
change the item price of added item.
can select or display existing stock item by using Item Id, Item Name or
stockwise. When all items are displayed, select the needed item and Click Insert
button to insert that particular item. If you want all the items displayed then
click on Insert All button. After that, select each item and set a price
for each item. After setting price for each item, click on Set Price button
to set the price. Click on Apply to save it.
Item Price window is as shown in Fig.47B
Stock Item Price
In this menu, you can sell items with or without customer
Details. If you want to include customer details, then select Include
Customer Details. Also you can sell items (not the same item) in
different category price in a single bill.
By giving customer ID you can list out customers. From the
list you can select the customer. If you need more details, then click on Find
button. When you click on Find button, another window Find
Customer will be up. Also you can add a new customer by clicking on Add
Here you can list out items in the stock by selecting
various options such as Item ID, Item Name or Display
all Items. From there, you can select the item you want to purchase and
place it in purchased item list by clicking Purchase button.
If you want to print the receipt, then select Print
Receipt. You have the provision to give Discount. You can also select Method
of Payment. Net Amount, Tax Amount and grand total will be generated
automatically. Previous Balance and New Balance will be generated automatically
if the customer has an account. New balance will change according to the
Also you can allow credit. If you select Allow Credit
then the New Balance will updated (Added) to the Customer Balance.
In the case of Allow Credits, if you forget to add Amount
paid and click on Done then a message will appear as shown in Fig
Sales Checkout Window is as shown in Fig
48. If customer details are used in Sales Checkout then the window is as
shown in Fig 48A. Uncheck Include Customer
Details if customer details are not included.
Receipt of sales checkout is as shown in Fig
48C. To find out customer details, Find Customer window will
appear. Find Customer Screen is as shown in Fig 49
Shortcut key for sales Checkout is F6.
Fig 48: Sales Checkout Screen
48 A: Sales Checkout Window with the items purchased for a customer
48 B: Amount paid now message
you click on Yes, then the Grand total will added to customer’s account. If
No, then it will maintain customer’s previous balance. If you click on cancel,
then you will get the chance to enter amount in Amount Paid box.
48 C: Receipt of Sales Checkout
49: Find Customer Screen
When the user clicks on Cancel Sales, Sales window
will be up. In order to display details of sale in list either you can enter
Bill Number or specify a period. In order to give date, first select Date
(Checkbox) and then give range of dates. After that click on Show Button
to show all the sales in between given dates. Sales Identification window is as
shown in Fig 50.
Select a sale from the list and click on OK; you
will get another window Sales Cancellation. Sales Cancellation window is
as shown in Fig 51.
Items Purchased corresponding to Bill No will be
displayed on list in Canceled sales. From there you can select returning item.
By default, Qty Returned is 1. You can enter actual quantity returned
there. In Qty to be updated to stock you can add how much quantity is
updated to stock from returned quantity. In Qty to be replaced you
can enter quantity of replaced item.
If you want to see the details of the customer then click
on Details button. Details button and Adjust with Customer
balance are enabled only if you entered Customer details in that Bill.
If you are returning money then select Return Money
and Enter How much amount you are reducing from its price. Either you can give
it in Amount or in Percentage. Amount to be returned after deduction will be
generated automatically. You can return that much amount to your customer.
If you are adjusting that with customer Balance then the
returned amount will be added to previous balance and you will get new balance
of the customer.
To Roll Back the sale, click on Roll Back Button.
After that click on Apply Button to save the rolled back details. Roll
Back details is as shown in Fig 51 A.
50: Sales Window
51: Sales Cancellation Window
51 A: Receipt after Roll Back