Point of Sale Overview. Sage Evolution Standard

Below you will find brief information for software Evolution Standard. This user guide will help you to understand the basic functionality of the software which includes features like inventory management, sales and purchases, accounting, and contact management.

PDF

Document

262

• Point of Sale Overview

Chapter 14 - Point of Sale

Point of Sale Overview

The Point of Sale add-on module gives you additional functionality in the area of retail and/or cash sales processing. Using this module lets you:

●

Configure tills, which can consist of cash drawers, pole displays, and slip printers

●

Create tender types to control the receipt of cash, credit cards, cheques, and so on

●

Receive monies for cash and account sales, and print receipts

●

Control the monies agents receive, and reconcile the cash they have in the cash drawer

●

Process petty cash payments

The system integrates directly into your accounting modules. This means that inventory control is up-todate, and there is no requirement to link point of sale activities to your accounting database by means of exports and imports.

Security issues are important in a point of sale environment. You can fully control access to features and fields for point of sale processing using the standard access permissions system.

In addition, the system allows for a supervisor override of price and discount fields.

In this section, we look at two main areas:

●

Point of Sale Elements

●

Point of Sale Processing

Point of Sale Elements

Transaction Types

Transaction types are critical elements of your processing. You enter all transactions via transaction types.

In addition, all transactions the system generates, such as discount transactions, require a transaction type.

The transaction type determines the transaction's sign (whether it is a debit or credit), whether it contains tax, and so on. You are also allowed to link transaction types to tax groups for reporting purposes.

Point of sale transactions reflect in the general ledger. Each transaction you enter therefore requires a debit and a credit general ledger transaction. In the transaction type, you enter the general ledger accounts for these transactions. This means that the general ledger transactions occur in the background, with no input required by agents who enter the point of sale transactions.

Storing this information in the transaction type makes actual transaction processing a trivial data entry process. Very little knowledge or experience is required in order to enter the transactions, because the transaction type setup determines what fields agents need to enter.

However, you can override this and allow agents to enter a general ledger account, and even to split the transaction over many general ledger accounts.

The system ships with standard transaction types set up. You should use these transaction types unless you require specialised reporting or processing.

Point of sale processing makes use of accounts payable and accounts receivable transaction types as well, for customer receipts and supplier payments.

Chapter 14 - Point of Sale Point of Sale Overview

• 263

Tender Types

Tender types let you classify the way customers pay you. Usual tender types are cash, credit card, debit card, cheque, and so on. Using tender types makes it easier to reconcile the money in the cash drawer at the end of the day, because the system tells you how much of each tender type you should have in the till.

The system ships with standard tender types set up. You should use these as a basis for your tender types.

Devices

The system can make use of the following types of hardware devices:

●

Cash drawers

●

Pole Displays

●

Serial Receipt Printers

●

Parallel Receipt Printers

You can use any, all, or none of these devices, in any combination.

If you use a serial receipt printer, the system lets you customise the layout of your receipt. For parallel receipt printers, you use the standard report customisation facility to customise the receipt.

Tills

You use tills to define an agent's responsibilities in terms of the cash they receive. All point of sale reports let you range on tills. The cash-up process at the end of the day or the shift works on a till basis.

You can assign each agent their own till, or agents can share the same tills.

In addition, you can link a till to one or more cash drawer, pole display, and receipt printer. The system will then use these devices when processing sales and returns.

Key features

Inventory management
Sales and purchases
Accounting
Contact management

Frequently asked questions

You can create a new company database using the System Manager. To do so, click on the "New Database" button and follow the on-screen instructions. The software will guide you through the process of creating a new database and setting up your company's information.

You can back up your database using the Database Management Console. To do so, click on the "Backup" button and select the database you want to back up. The software will then allow you to choose a location to save your backup file.

You can create a new customer by going to the "Customers" tab in the "Accounts Receivable" module. Click on the "New" button and fill in the customer's information. The software will then create a new customer record.

To process a sales order, go to the "Sales Orders" tab in the "Order Entry" module. Click on the "New" button and fill in the order details. The software will then create a new sales order.

User questions

Michael Y.

Is it possible to add new custom columns or User Defined Fields to document lines or transaction batches, such as Accounts Payable batches, in Sage Evolution Standard?

Adding new custom columns (User Defined Fields) to document lines or transaction batches, like Accounts Payable batches, is not a supported feature in Sage Evolution Standard. While existing grid columns can be customized for display (visibility, width, and sequence), entirely new custom columns cannot be added.

John N.

Is it possible to assign incidents to user groups?

Based on the provided document, you can assign agents to agent groups, which could be a way to manage incidents by grouping users. According to the manual, you use agent groups to group agents together by their function and set access control per group instead of per agent. This could streamline the process of managing incidents by assigning them to a group of users with similar roles or responsibilities. However, the document does not explicitly confirm assigning incidents directly to user groups, but managing access and permissions through agent groups is mentioned.