POS > Maintain > Presets
You must create presets before using the E-POS module. This screen allows you to create payment methods for the presets.
The information in this document is based on product update 506 and higher. If you have versions lower than this, certain features explained here will not be applicable.
The code of the preset is displayed. You cannot edit this field.
Type the key for the preset. For example, Alt + b. This field is mandatory.
Select the function to be used for the preset.
Select the role of the cashier who will be using the preset.
Type or select the preset group for the preset. You can create preset groups at POS > Maintain > Preset groups.
Select the value for the preset. If Payment method is selected at Function, you can select Cash or By account. The By account option creates an invoice that will be processed in the E-Invoice module. The By account payment method can be used in the branch cash register whereby the created invoice can be processed and printed. It is not possible to print and process the invoices in the branch administration, so the financial transaction will not be created. The invoices from all the branch administrations will be exported to the financial administration and printed in the financial statements.
This field is mandatory.
Note: This field is enabled only if you have selected the Line discount, Line discount %, Order prepayment, Payment method search, Price, Quantity, Representative code, Shut down, Value, or Payment method option at Function.
Select the type of payment method for the preset. You can select Cash withdrawal or Payment.
Note: This field is available only if Payment method is selected at Function, and is enabled only if Cash is selected at Value.
Type the description for the payment method that will be displayed in the cash register and receipt.
Note: This field is available only if Payment method is selected at Function.
Type or select the currency of the payment method.
Note: This field is available only if Payment method is selected at Function and enabled if Cash is selected at Value.
Type the rounding for the total amount of the cash payment.
None is displayed by default.
Select the limit type for the payment method. You can select from any of the following:
Type the amount limit for the payment method.
Note: This field is available only if Payment method is selected at Function and enabled if:
Type or select the type of coins allowed for the payment method.
Select this checkbox if you want the receipt to be printed.
Note: This checkbox is enabled only if Payment method is selected at Function.
Type the number of receipts to be printed.
Note: This field is enabled only if you have selected the Print checkbox.
Select the printer that you want to use to print the receipts. You can select any of the following options:
Type or select a layout for the printing of the invoices or receipts.
This field is disabled by default. You can define this field when you select Payment method at Function.
Type or select a general ledger account for the payment method.
Note: This field is available only if Payment method is selected at Function and Cash withdrawal is selected at Type.
Type or select a creditor for the payment method.
Note: This field is available only if Payment method is selected at Function and enabled if a general ledger account is selected at G/L account.
Type or select an invoice for the payment method. This invoice code will be used to generate the sales invoice in the E-Invoice module. The cost price and invoice entries will be handled by the cashier, but the revenue booking will be created only if the bill is processed and printed.
Note: This field is available only if Payment method is selected at Function and enabled if By account is selected at Value.
Click this to exit.
Click this to save the payment method.