Perform credit sales from POS

Depending on the button and the action parameters set up in Business Central, you can create different sales documents (Invoice or Sales Order), post them automatically or manually, print them, check the customer limit, copy relevant information from the POS, and a lot more.

Perform credit sale – invoice #

The following article goes through the procedure of performing credit sale with posting the invoice automatically.

Prerequisite in Business Central #

• The Invoice Customer button needs to be set up, and the selected sales document format needs to be Invoice. This is done by attaching the SALES_DOC_EXP action to the Invoice Customer POS button with the Invoice parameter set to true to make sure the invoices are posted automatically after the sale is finished.

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 tutorial portion describes the process of issuing credit vouchers from the POS unit as a refund in the return sale process. 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 popup window with the automatically populated voucher amount (5000). You can change 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 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 #

The following guide refers to the gift voucher 2904100108599 of 6.000 used for a sale of 5.000. Make sure that the prerequisites are met and follow the provided steps:

Prerequisites in Business Central #

• The Retail Voucher Type needs to be defined in the company setup so that there are Credit Voucher and Gift Voucher types.
• The Credit Voucher needs to be set up as a return voucher for Gift Vouchers which can’t be used partially. This gift voucher type is attached to the Scan Retail Gift Voucher – Full Redeem button.

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.