Perform credit sales from POS

Depending on the button configurations and action parameters set in Business Central, the POS system can create various sales documents (Invoices or Sales Orders), process postings automatically or manually, print documents, check customer credit limits, and transfer relevant information from the POS.

Perform credit sale – invoice #

This section explains how to process a credit sale where an invoice is automatically posted after the sale.

Prerequisite in Business Central #

• The Invoice Customer button needs to be configured,
• The SALES_DOC_EXP action must be attached to the Invoice Customer POS button.
• The Invoice parameter must be set to true to ensure automatic invoice posting.

Procedure on the POS #

1. Open the POS.
2. Enter the item ID 1000 in Item No. box.
3. Press Go to Payment.
4. Press Invoice Customer.
   A confirmation pop-up window is displayed.
5. Press Yes.
   The list of customers is displayed.
6. Select the customer 01121212 from the list.
   A pop-up window is displayed, notifying you that the specified dimension is about to be changed.
7. Press Yes.
   The sales invoice 1015 is created and posted as the Posted Sales Invoice 5000004. You can find it in the Posted Sales Invoices administrative section in Business Central.

Issue credit vouchers as a refund in the return sale #

This section describes how to issue credit vouchers as a refund when processing a return sale through the POS. Make sure the prerequisites are met and follow the provided steps:

Prerequisites in Business Central #

• The Credit Voucher Retail Voucher Type needs to be defined in the company setup.
• The ISSUE_CREDITVOUCHER action needs to be attached to the Issue Credit Voucher button.
• The Cash Sales Reverse button needs to be set up with the default settings.

Procedure on the POS #

1. Open the POS.
2. Click Other Functions, followed by Return Sales, and finally Cash Sales Reverse.
3. Enter the receipt number 100096.
   The item from the initial sale is displayed in a POS sales line with the negative amount attached.
4. Press Go to Payment.
5. Press Issue Credit Voucher, and then press Issue Credit Voucher again.
   A pop-up window with the automatically populated voucher amount (5000) is displayed. You can adjust the amount of the credit voucher and choose another refund payment method for the remaining amount.
6. Press OK.
   The credit voucher is displayed in a POS payment line with the Reference No. 2808000106931 and the amount 5.000.
   The return sale is complete, and the credit voucher issued.

Issue a credit voucher when the sale is lower than the gift voucher amount #

This section outlines the process of issuing a credit voucher when a gift voucher is used for a purchase that is lower than its total value. The example uses Gift Voucher 2904100108599 with a value of 6,000 for a sale of 5,000.

Prerequisites in Business Central #

• The Retail Voucher Type must be configured in the company setup to support both Credit Voucher and Gift Voucher types.
• The Credit Voucher must be defined as a return voucher for Gift Vouchers that cannot be partially redeemed.
• The Scan Retail Gift Voucher – Full Redeem button must be assigned to this gift voucher type.

Procedure on the POS #

1. Open the POS.
2. Enter the item ID 1000 in Item No. box.
3. Press Go to Payment.
4. Press Redeem Gift Voucher, followed by Scan Retail Gift Voucher – Full Redeem.
   The Retail Voucher Payment pop-up window is displayed.
5. Enter the Reference No. 2904100108599.
6. Press OK.
   The gift voucher is displayed in the POS Payment Lines and the Issue Return Retail Voucher pop-up window is displayed with the remaining amount of 1.000 populated by default.
7. Press OK.
   The credit voucher is displayed in the POS Payment Lines with the Reference No. 2807000109690 and the Amount 1.000.
   The sale is complete, and the credit voucher is issued.