A Document Numbering Scheme is necessary to keep track of the transactions that are made everyday at the store. Having a document helps in auditing at the end of the year. Using these the users can understand the number of transactions (bills made, Deposits taken, Gift Vouchers issued etc) of a particular kind that has been made in the whole year. This article describes how to create a Document Numbering Scheme for the store documents.
Add Document Numbering Scheme
Prerequisites
- The users' role must have access to the Document Numbering scheme feature by enabling Add app operation for the feature in Admin - Security - User - Role through POS Manager - Utilities - Setup - Configure.
Step-by-step guide
The steps are as follows:
- Go to Ginesys Web - POS Manager - Setup - Configure - Document Numbering scheme. The Document Numbering Scheme module opens.
- Click on the Add button. The Document Numbering Scheme window opens.
Fill in the required details especially those marked as Mandatory like Name, Auto Number Segment Length, Start From, Applies to Menu, etc.
- Click on Save & Close.
Allocate Document Numbering Scheme to POS
Prerequisites
- The user must have the right to add or modify Allocation Groups.
- The Document Numbering Scheme for must be present in the system.
Step-by-step guide
The steps are as follows:
- Go to Desktop POS Manager> Setup > Allocation Group.
- Click on the Add button (if you are creating a new allocation group) or double click on the desired allocation group (to modify).
- Go to Document Numbering Schemes Allocation tab.
- Select the desired numbering scheme for the intended POS Document.
- Click on the arrow button to populate it, on the right hand side, in the Allocated Document Numbering Schemes section.
- Click on Save & Close button.
To go back to the main page click on the link: How To: Manage Setup in Ginesys Retail