KB/10/0009 - Moon Lite PoS

2010
Knowledge Base Article - KB/10/0009
Credit sales in Moon Lite Point Of Sale
This document contains the details of How to do credit sales in Moon Lite Point of
Sale.
Moon Lite Team
Kasbah Systems Software
25/Nov/2010
Table of Contents
Credit Sales in Moon Lite Point Of Sale ................................................................. 3
Introduction .......................................................................................................... 3
Procedure to do Credit Sale in Touch Screen ........................................................ 3
Loyalty card Payment........................................................................................ 10
Gift Voucher Payment ....................................................................................... 13
Credit Note Payment ........................................................................................ 16
Other Payments ................................................................................................ 19
Procedure to do Credit Sale in Normal Screen .................................................... 24
Credit Payment ................................................................................................. 28
Loyalty Card Payment ....................................................................................... 30
Gift Voucher Payment ....................................................................................... 32
Credit Note Payment ........................................................................................ 33
Other Payment ................................................................................................. 35
Related Articles ................................................................................................... 36
Credit Sales in Moon Lite Point Of Sale
Introduction
The purpose of this document is to explain the step by step procedure on how to
do credit sales in Moon Lite Point Of Sale (PoS) using touch screen. User can do
credit sale payment by entering the customer information
Procedure do to a Credit Sale in Touch Screen
1. User can access this screen from the dashboards.
2. The customer information is mandatory for any Credit Sales. Select the item
as explained in direct sale.
3. The user can change the quantity of the selected item. The user can also
enter a discount for the selected item.
4. By default, the new transaction receipt status will always be “NEW”. This
display is on the top right hand side of the screen.
5. You may also enter the Shipping Charge, Discount Percentage or Discount
Amount by using the number besides the field.
6. Touch “Payment” to create payment against the transaction receipt.
7. The payment window will be displayed.
8. Credit sale payment is used to do a credit sale payment through Credit,
Loyalty card/Gift voucher/Credit Note/Other Payment.
9. Once the user touch Payment or press F5 payment screen will be displayed.
10. Select the mode of payment that the customer has requested.
11. If multi currency option is enabled in configuration, the Credit sale payment
screen will appear as shown below.
1. Touch
to enter the “Payment Summary” section.
2. Touch
to post the payment of Credit Sales Receipt.
3. The user can edit, delete and navigate any of the payment summary lines.
Loyalty Card Payment
1. Once the user touch “Payment” the payment window will appear.
2. The user can make a Loyalty Card payment against the sales transaction
amount.
3. If multi currency option is enabled in configuration, the loyalty card
payment option will be displayed as shown on below screen.
4. Even though the multicurrency option is enabled, Moon Lite PoS converts
the loyalty card payment only in default currency.
5. Select the Loyalty Card ID and enter the redemption points.
6. Touch
and the loyalty card payment is updated in the “Payment
Summary” section.
7. Touch
to post the payment to the Credit Sales
Receipt.
8. The user can edit, delete and navigate any of the payment summary lines.
Gift Voucher Payment
1. Once the user touch “Payment” user can view the payment screen.
2. The user can make a Gift Voucher payment against the sales transaction
amount.
3. If multi currency option is enabled in configuration, the gift voucher
payment option will be displayed as shown below.
4. Even though the multicurrency option is enabled, Moon Lite PoS converts
the gif voucher value only to default currency.
5. Select the gift voucher number and enter the amount.
6. Touch
and the gift voucher payment is updated in the
“Payment Summary” section.
7. Touch
to post the payment to the Credit Sales
Receipt.
8. The user can edit, delete and navigate any of the payment summary lines.
Credit Note Payment
1. Once the user touch “Payment” the payment screen will be displayed.
2. The user can make a Credit Note payment against the sales transaction
amount.
3. If multi currency option is enabled in configuration, the credit note
payment option will be displayed as shown below.
4. Even though the multicurrency option is enabled, Moon Lite PoS changes
the credit note value to default currency.
5. Select the credit note number and enter the amount.
6. Touch
and the Credit Note payment is updated in the
“Payment Summary” section.
7. Touch
to post the payment to the Credit Sales
Receipt.
8. The user can edit, delete and navigate any of the payment summary lines.
Other Payment
1. Once the user touch “Payment” the payment window will appear.
2. The user can make an “Other Payment” against the sales transaction
amount.
3. If multi currency option is enabled in configuration, the other payment
option will be displayed as shown on below screen.
4. Even though the multicurrency option is enabled, Moon Lite PoS accepts
other payments only in default currency.
5. Select the payment type as “Other Payment” and enter comments in the
Remarks field.
6. Touch
and the payment type of other payments is updated in
the “Payment Summary” section
7. User The user can edit, delete and navigate any of the payment summary
lines.
8. Touch
to save the transaction receipt in “Held” status.
9. Touch
button to post the payment to the Credit
Sales Receipt for the existing customer. The credit transaction amount
should always be lesser than the customer’s credit limit. A warning
message will pop up when the available credit limit is less than the credit
sale amount. The sales receipt will be displayed in report viewer.
10. Once the payment is made the receipt changes to “Posted” status.
Procedure to Credit sales in Normal Screen
1. In this screen user can do credit sales by entering the customer
information.
2. The customer information is mandatory for any Credit Sales.
3. The user can change the quantity of the selected item. The user can also
enter a discount for the selected item.
4. User can select the customer from the look up or press F3 and click on
search button.
5. User can select the loyalty card from the look up or press F2
6. By default, the new transaction receipt status will always be “NEW”. This
display is on the top right hand side of the screen.
7. You may also enter the Shipping Charge, Discount Percentage or Discount
Amount by using the number besides the field.
8. Click
to create payment against the transactions
Credit payment
9. The payment window will be displayed.
10. User can choose the payment type which the customer has requested
11. If multi currency option is enabled in configuration, the Credit sale payment
screen will be displayed in currency field.
12. The receipt amount is always displayed in the Amount field.
13. Enter the total amount.
14. Click
15. Click
Loyalty Card Type
to enter the “payment summary” section
to post the payment of Credit Sales Receipt.
16.Select the Loyalty card ID, form the look up.
17. Click
the loyalty card payment is updated in the “Payment
Summary” section.
18. Click
to post the payment to direct sale payment.
Gift Voucher
19. The user can make a partial payment against the sales transaction amount.
Partial payments are not allowed to non-existing customers. However, it is
allowed only to the existing customers and on Direct Sales.
20. The sales receipt amount is displayed in the amount field.
21. Select the gift voucher from the look up
22. Select the gift voucher number and enter the amount.
23. Click
and the gift voucher payment updates in the “Payment
Summary” section.
24. Click
Credit Note payment
to post the payment to the Direct Sales Receipt.
25. Select the credit note number and enter the amount.
26. User can select the credit note number from the look up.
27. Click
Credit Note payment is updated in the “Payment
Summary” section.
28. Click
to post the payment to direct sales receipt.
Other Payment
29. Even though the multicurrency option is enabled, Moon Lite PoS takes
other payment values in default currency only.
30. Select the payment type as “Other Payment” and enter comments in the
Remarks field.
31. Click
and the payment type of other payments is updated in
the “Payment summary section”
32. Click
to post the payment of direct sales receipt. The
sales receipt will be displayed in the report viewer.
33. Click
to save the transaction receipt in “Held” status.
34. Once the payment is made the receipt changes to “Posted” status.
Related Articles
 How to do a Stock Reserve (KB Article : KB/10/0010)
 How to do a Sales returns (KB Article : KB/10/0011)
 How to Issue/Redeem Gift Vouchers (KB Article : KB/10/0012)
 How to Issue/Redeem Loyalty Cards (KB Article : KB/10/0013)
 How to Evaluate the Stock (KB Article : KB/10/0014)

How to do a Stock Take (KB Article : KB/10/0015)