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Adding & Allocating Document Numbering Scheme for POS Documents

Owned by Staff KB Contributer (Unlicensed)
Last updated: Jul 11, 2022 by Subhasree Banerjee (Unlicensed)
2 min read

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

  1. 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:

  1. Go to Ginesys Web - POS Manager - Setup - Configure - Document Numbering scheme. The Document Numbering Scheme module opens.

  2. Click on the Add button. The Document Numbering Scheme window opens.


  3. Fill in the required details especially those marked as Mandatory like Name, Auto Number Segment Length, Start From, Applies to Menu, etc. 

    The Prefix and Suffix fields, although not mandatory, are important. 

    The User defined texts and separators which had different fields before can now be directly used in the Prefix and Suffix.


  4. Click on Save & Close.  
 Allocate Document Numbering Scheme to POS

Prerequisites

  1. The user must have the right to add or modify Allocation Groups.

  2. The Document Numbering Scheme for must be present in the system.

Step-by-step guide

The steps are as follows:

  1. Go to Desktop POS Manager> Setup > Allocation Group.

  2. Click on the Add button (if you are creating a new allocation group) or double click on the desired allocation group (to modify).

  3. Go to Document Numbering Schemes Allocation tab.

  4. Select the desired numbering scheme for the intended POS Document.

  5. Click on the arrow button to populate it, on the right hand side, in the Allocated Document Numbering Schemes section.



  6. Click on Save & Close button. 

 To go back to the main page click on the link: How To: Manage Setup in Ginesys Retail