Exploring Site related Transaction Documents through POS Management of Ginesys HO

HO sends the required goods to the particular store against the particular document. In this module, you can only view the documents but you cannot add, delete or edit those from this module.

 Prerequisites

1. The users' role must have access to the Goods Sent to Site feature by enabling View app operation for the feature in Admin - Security - Role.
   
2. Goods Receive Advice must be created. 

Step-by-step guide

The following steps are used:

1. Go to POS Management  > Operation > Explore > Goods Sent to Site.
2. Document Authorization module will open with list of goods receive advice documents. 
3. Double click on the document you want to check the detail. 
4. You will get Documents and Packet tabs.
5. In the Documents tab you can see ID, Documents Number, Number of Packets, Transfer Value etc. 
   
6. In the Packet tab you can see Packet No., Status and Item Details.
   
   

7. Click on Back button to go back to the main page.

   Impact of Batch/Serial functionality on Goods Sent to Site

   Three new display columns have been introduced in the item grid, for Goods Sent to Site module [Display respective batch/serial, if available]

   • Batch/Serial No.

   • Mfg. Date 

   • Valid Up To

The goods will be received by store against Goods Receive Challan or GRC, sent by HO. In this module you can only view that documents but you cannot add, delete or edit those from this module. 

Prerequisites

1. The users' role must have access to the Goods Receive at Site feature by enabling View / Delete app operation for the feature in Admin - Security - Role.
   
2. Goods Receive Challan must be created. 

Step-by-step guide 

Following steps are used:

1. Go to POS Management> Operation > Explore > Goods Receive at Site.
2. Goods Receive List module will open with list of goods receive challan documents. 
3. Double click on the document you want to check the detail. 
4. You will get Documents and Packet tabs.
5. In the Documents tab you can see Documents Number, Document Date, Transit Stock Point, From Site, Summary of total amount etc.
   
6. In the Packet tab you can see Item Barcode, Name of Item, Receive Qty., Damaged Qty., Short / Excess Qty., Rate etc details.
   

7. Click on Back button to go back to the main page.

   Impact of Batch/Serial functionality on Goods Receive at Site

   Three new display columns have been introduced in the item grid, for Goods Receive at Site module [Display respective batch/serial, if available]

   • Batch/Serial No.

   • Mfg. Date

   • Valid Up To

Excess or damage goods need to return from site to HO against Goods Return document or GRT. In this module you can only view that documents but you cannot add , delete or edit those from this module. 

Prerequisites

1. The users' role must have access to the Goods Return from Site feature by enabling View / Delete app operation for the feature in Admin - Security - Role.
   
2. Goods Return document must be created.

Step-by-step guide 

Following steps are used:

1. Go to POS Management > Operation > Explore > Goods Return from Site.
2. Goods Return List module will open with list of goods return documents. 
3. Double click on the document you want to check the detail. 
4. You will get Documents, Return Items and Charges tabs.
5. In the Documents tab you can see ID, Documents Number, Document Date, Transit Stock Point, From Site, Summary of total amount etc. 
   
6. In the Return Items tab you can see Item Barcode, Name of Item, Return Qty., Return Rate, Basic Amount, Tax Amount etc details.
   
7. In the Charged tab you can see Sequence, Charge, Sign, Rate, Amount etc. details.
   
   
   

8. Click on Back button to go back to the main page.

   Impact of Batch/Serial functionality on Goods Return from Site

   Three new display columns have been introduced in the item grid, for Goods Return From Site module [Display respective batch/serial, if available]

   • Batch/Serial No.

   • Mfg. Date

   • Valid Up To

Sometimes customers deposit certain amount for advance booking of items. In this situation store generates a credit note along with Deposit Bill. When customers want to take refund of their deposit amount instead of purchase items, Refund Bill is generated. In this module you can only view that documents but you cannot add, delete or edit those from this module. 

Prerequisites

1. The users' role must have access to the Deposit/Refund Bill View feature by enabling View / Delete app operation for the feature in Admin - Security - Role.
   
2. Deposit Bill and Refund Bill must be created.

Step-by-step guide 

Following steps are used:

1. Go to POS Management> Operation > Explore > Deposit/Refund Bill View.
2. Deposit/Refund Bills (Issued from Sites) module will open with list of deposit bills and refund bills
3. Double click on the document you want to check the detail. 

1. You will get the details like Bill Number, Bill Type, Amount, Mode of Payment etc.
2. Click on Back button to go back to the main page.

POS Journal contains all the transactions of POS. In this module you can only view that documents but you cannot add, delete or edit those from this module. 

Prerequisites

1. The users' role must have access to the POS Journal feature by enabling View app operation for the feature in Admin - Security - Role.
   
2. POS Journal must be created.

Step-by-step guide 

Following steps are used:

1. Go to POS Management > Operation > Explore > POS Journal.
2. POS Journal List module will open with list of goods return documents.
3. Double click on the document you want to check the detail. 
4. You will get the details like Bill Number, Bill Type, Amount, Mode of Payment etc.
5. Click on Back button to go back to the main page.

A POS Bill is an invoice generated against a purchase made at POS. In this module you can only view that documents but you cannot add, delete or modify those from this module. 

Prerequisites

1. The users' role must have access to the POS Bill View feature by enabling View app operation for the feature in Admin - Security - Role.
   
2. POS Bill must be created.

Step-by-step guide 

Following steps are used:

1. Go to POS Management> Operation > Explore > POS Bill View.
2. POS Bill View module will open with list of goods return documents.
3. Double click on the document you want to check the detail. 
4. You will get Bill Details and Payment Details tabs.
5. You will get the details like Bill Number, Bill Date, Item Details, Bill Summary etc in the Bill Details tab.
   
6. You will get Mode of Payment, Amount, Due, Charge etc in the Payment Details tab.
   

7. Click on Back button to go back to the main page.

   Impact of Batch/Serial functionality on POS Bill View

   Three new display columns have been introduced in the item grid, for POS Bill View module [Display respective batch/serial, if available]

   • Batch/Serial No.

   • Mfg. Date

   • Valid Up To

Petty Cash heads keep account of day to day running expenses and adhoc receivables amount in a store. In this module you can only view that documents but you cannot create, delete or modify those from this module. 

Prerequisites

1. The users' role must have access to the Petty Cash Bill View feature by enabling View app operation for the feature in Admin - Security - Role.
   
2. Petty Cash Bill must be created.

Step-by-step guide 

Following steps are used:

1. Go to POS Management > Operation > Explore > Petty Cash Bill View.
2. Petty Cash Bill View module will open with list of goods return documents.
3. Double click on the document you want to check the detail.
   
4. You will get the details like Document No., Account, Type, Remarks etc.
5. Click on Back button to go back to the main page.