Main Menu > Sales Management > Transaction > Sales Invoice (POS)
On sale of Items, the seller submits an Invoice for the Items sold.
Sale Invoice affects both Inventory and Accounts. The stock of Items received get decreased. The Customer account is debited by net amount of the Sale Invoice. Sale Account is credited by value of Items sold (net of Discount). Respective ledgers of other accounts (like Taxes) are credited accordingly.
Credit sale line item will be displayed only if the customer selected is marked as debtor in your accounts.
During a basic transaction, product codes are entered or scanned into the transaction and the screen instantly displays the quantity, price, and product description.
When completed, the transaction is totaled, sales tax is applied, change is computed, the cash drawer is opened, a receipt is printed, and inventory and sales records are updated. Many options are available to the cashier during a transaction makingRanceLab a complete and powerful point-of-sale system.
Buttons in the Sale Invoice are as follows:
  
F3 Add qty
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Click F3 Add qty Button or press F3 button key to add the quantity of product. For example if the quantity entered is 5, but you want to make it 8 either you overtype 8 at the quantity column (you have to use mouse) or click F3 Add Qty button (from keyboard without using mouse) and type 3 to add 3 in the current quantity (5) to make it 8.
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F4 Less qty.
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Click F4 Less qty Button or press F4 button key to less the quantity of product. For example if the quantity entered is 5, but you want to make it 3, either you overtype 3 at the quantity column or click F4 Add Less Qty button and type 2 to deduct 2 in the current quantity (5) to make it 3.
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F5 Rate Change
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To change the Sale Price. Click at F5 Rate Change button bar or press F5 button key. The cursor goes to rate field directly. Overtype the Rate.
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F6 Sale Person
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To enter Sales Person Name. Click F6 Sale Person (or F6 key) and select the Sales Person (you may select NONE if no Sales Person is to be linked or you may want to de-link associated sales person).
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F8 Prod Info
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It shows various particulars of the Product (like, Code, Department, Group, Sub Group, Brand, Unit, Tax, Re-order Level, Safety Level, Re-order Quantity, Min-Order Quantity, Stock, Product Type, MRP, Batch No., Mfg Date and Expire Date etc.) in the product information window, when you click at F8 Prod Info button or press F8 button key.
For more detail please visit:
Is it possible to view the supplier name in Product information?
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F9 Cust Info
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It shows various particulars of the Customer (like Customer’s personal details purchase history, club membership points) in the Customer information window, when you click at F9 Cust Info button or press F9 button key.
For more detail please visit:
Is there any option to check if a particular customer is allowed for credit sale or not?
Is it possible to view the customer's total transaction amount on sale screen?
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^L Deliv Detail
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Click ^L delivery Detail button or press CTRL + L button key to specify delivery details/address where the materials are to be delivered.
A field “Remarks” has been added Scan POS, Touch POS, Sale Order, Sale Challan, Rejection In and Sale Return. Available under ‘Delivery Detail’ input box. All the respective voucher wise report registers has been updated to show this column. You can use this filed to record special comment such as discount reason.
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^H Hold Trans
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Click ^H Hold Trans button bar or press CTRL + H to temporarily suspend saving the voucher (so the voucher is put on hold instead of cancelling). This is useful when a customer feels that he may make some changes in the Item (drop or reduce some item, add new item). Press CTRL + H and it will prompt for some identification remarks. Enter it and press OK. This voucher will be saved with specified remarks for later retrieval. You may put unlimited numbers of memo on hold but you have to either save it or cancel it before logging out of the system.
For more detail please visit:
Does it check for negative stock in case of hold transaction?
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^R Retrieve
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Press ^R Retrieve button or press CTRL + R to retrieve the ‘Vouchers kept on Hold’
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F10 Tender
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Click F10 Tender button or press F10 button key to show the Tender Screen.
For more detail please visit:
How to implement multi-currency tender in sale transaction?
How to setup a system in which we can receive discount coupons from customers to provide services?
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^T Item Remark
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Click ^T Item Remark button or press CTRL + T to get the window in which the Item Remark of the Product displayed (if specified in product master), which you may change. The change is saved in the specific voucher against line item and not in Product Master.
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^ C Complementary
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Press ^C button or CTRL + C toggle button to activate complimentary mode to add complimentary line item or items. For example a toy is free with purchase of some food product. After scanning the food product, press Ctrl + C to activate complimentary mode. It will be displayed on top of center screen as Complimentary All subsequent scans (line Items) will be added at zero value (Press ^C button to deactivate complimentary mode) The complimentary line items will be displayed in red color to attract the attention of the operators.
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^M Item Disc
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Click this button or press CTRL + M to enter Item discount either in amount or in percentage and either for a single selected item or for all of the items.
For more detail please visit:
Is it possible to calculate discount and charge on sale rate and calculate tax on the amount after charge added to the sale rate?
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^E Exchange
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This button is useful when a customer makes exchange of an Item. Click this toggle button to activate Exchange mode and select or scan the exchanged Item give (press the toggle button again to deactivate Exchange mode). The new Item is shown in blue. Ex: Size 40 is to be replaced by size 42. Scan the item with size 42 first and press Ctrl + E, exchange mode will be activated. Anything scanned after this will appear in blue color with (-) minus quantity. On saving items with (-) minus values will be added to the stock as it has been returned by the customer and items with (+) will be reduced from the stock and considered as sold.
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F2 Date
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Click at F2 Date button bar or press F2 button key for enter the Date of Voucher.
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-Z Station
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Click -Z Station button bar or press ALT + Z to get the Station Set up screen to set the Station option (like POS 1 etc.).
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-O Opt Voucher
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Click at -O Opt Voucher button or Press ALT + O to get the Sale Voucher Option screen and to set Sales Order options.
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-W Opt Prn Win
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Click -W Opt Prn Win button or press ALT + W to get Sale Voucher Window Print Option and set the options.
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-D Display
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Click at -D Display button or press ALT + D for display all entries of Sale Voucher.
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-R Opt Prn Rec
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Click this button or press ALT + R to get Sale Voucher POS Print Option and set the option.
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-T Change Tax
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Click at T Change Tax button or press ALT + T. to get Tax rate list and select the Tax Rate. Tax selected here will be applied on entire voucher. To change tax of a line item, go to respective line on the tax column and press ALT + L to get the list of tax to change.
For more detail please visit:
•What is the process of calculation of tax in sale and purchase? •How can the Tax be calculated on the actual item rate even after giving the discount? |
-P Price List
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Click this button or press ALT + P to select different Price List.
For more detail please visit:
After update price list during sale why is it not affecting the sale rate?
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-L List
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Click at -L List button or press ALT + L to get the list of respective master and select an master item.
Related Faq:
•What to do if the Product Name doesn't show in the list during sale? |
^D Delete
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Press CTRL + D key to Delete the Voucher. To delete a specific line item, press ALT + D Delete on the line Item.
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^P Print
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Click at P Print button or press CTRL + P for print the Voucher.
For more detail please visit:
How to preview a sale bill in A4 sized format?
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F12 Change Loc
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Click F12 Change Loc button or press F12 to change the location. The entire voucher will be moved to the selected Location. Location is applicable for entire voucher but warehouse can be specified for each line Item.
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Exit
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Click Exit button or press Esc button to come out of the current screen A prompt appears if you attempt to exit before saving.
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F1 Help
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Press F1 to get context sensitive help relating the current voucher.
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F7 Customer
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Click this button or press F7 to select customer from the list.
For more detail please visit:
In which report can we see the remarks of redeem points?
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-V Preview Dgn
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Click "-V Preview" button or press ALT + V to get the design screen to change the output format of the Voucher Document.
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F11 DayEnd Rpt
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Use this button to open the day end report, of that day, directly from the sale screen.
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-F3 Report
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Click -F2 Report button or Press ALT + F2 to view the Order Register on screen.
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^V Rec Vch
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Click this button or press CTRL + V to enter Receipt Voucher.
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-E List Editor
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Click this button or press ALT + E to get the List Editor screen to change the list setting for the transaction.
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-C Redeem Pt
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Use this button to Redeem customer’s earned Points.
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-F11 Chg Voucher
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Click this button or press ALT + F11 to select different Voucher Type for the transaction.
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^W Open Drawer
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Use this button to open the cash drawer before tender (Be sure that the cash drawer setting was done properly).
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^S Updt Scheme
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Use this button to update the detail of the item as mentioned in Scheme and Promotion. Ex: you decided to give 10% discount on product “T shirt H/S” (having the sale price of Rs. 500) and already created the necessary changes in Scheme and Promotion module. During sale (Scan POS) if you scan the item “T shirt H/S” it will show Rs.500 as sale value. Now use the “^S Updt Scheme” button. It will change the sale price to Rs.450 (as per Scheme and Promotion).
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-U UDF
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Click this button or press ALT + U to enter data for User Defined Fields.
For more details please visit:
How to add details like Transport No / Policy No in Sale Invoice (Scan POS)?
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^O Charges
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Click this button or press CTRL + O to enter Item wise charges either in amount or in percentage and either for a single selected item or for all of the items.
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-A Challan Sel
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Click this button or press ALT + A to select sale challan from the list.
For more detail please visit:
How to implement Sale Delivery Challan inRanceLab?
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-N Container
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Click this button or press ALT + N to select Container from the list.
For more detail please visit:
How to use Container Management System in FusionRetail6?
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-F6 Scale Input
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Click this button or press ALT + F6 to get input of Weigh Scale.
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^F11 All Column
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Click this button or press CTRL + F 11 to view item wise transaction detail showing all deductions and additions to the item rate.
For more detail please visit:
Is it possible to display the details of Product Childs at the time of making a sale transaction?
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-B Rate Type
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Click this button or press ALT + B to change item rate type MRP / Purchase Cost / Sale Rate. Where choosing MRP item will be sold on MRP, choosing Purchase Cost item will be sold on P. Cost and choosing Sale Rate item will be sold on sale price.
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-F8 Check Stock
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Click this button or press ALT + F8 to view salable stock (Closing Stock - Sale Voucher + Purchase Order) available in all of the locations.
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^F3 Touch Mode
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Click this button or press CTRL + F3 to get Touch Interface to select products.
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-M Redeem Cpn
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Click this button or press ALT + M to Redeem the Discount Coupon.
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-H Home Deliv
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Click this button or press ALT + H to prepare Home Delivery transaction.
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-F Combo Offer
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Click this button or press ALT + F to get combo items populated in one go.
For more detail please visit:
•How do I select multiple items available for the Combo Offer in one go during sale? •Combo selection method has been enhanced to show the available options in a comprehensive format. |
-Q Calc Qty
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Click this button or press ALT + Q to calculate item quantity based on the sale amount entered. This is useful in sweet shops where customer asks to pack sweet of certain value in rounded figure.
For example: If a customer asks the sale person to pack "Kaju Barfi" woth Rs.500/- which is Rs.350/- a kilo, then it seems to be very difficult to back calculate and then put the quantity in a busy sale counter.
In order to calculate item quantity for the sale amount entered, please follow the steps given below:
1.Select the item entry row and then click this button or press ALT + Q 2.It will ask for Amount. 3.Enter Amount and it will calculate Qty.
Note:
•Discount or Scheme will not be considered while calculating Qty. |
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During tender in tender screen, if you want to delete amount from any Mode Of Payment (MOP), highlight that MOP amount field and press “Delete” button from your keyboard.
To insert the balance amount in any other MOP field, highlight that MOP amount field and press “Insert” button from your keyboard, it will calculate and insert the balance automatically.
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Require Business type field in Sale Display Report
In Sale and Sale Return, Under Display report(Alt+D) , Added a field "Business Type" in the column chooser
Require E-Waybill data in excel or JSON format to upload in GSTN Portal
In RanceLab, As per Requirement, here E-wayBill data in excel or JSON format to upload in GSTN portal..
In Sale Invoice(S-T-S) and Sale Return( S-T-R) Two buttons are added in Display.
●E-Way Bill Entry (Alt+W)
●E-WayBill Rpt (Ctrl + W)
On clicking on the E-Way Bill Entry (Alt+W) button, an input box will open with following.
●Supply Type - Outward / Inward
●Sub Type - Supply / sales Return / Line sale / Others
●Doc Type - Tax Invoice / Bill of Supply / Bill of Entry / Delivery Challan / Other
●Trans Mode - Road / Rail / Air / Ship
●Distance (Km)
●Trans Name
●Trans ID
●Trans DocNo **If transport mode is Air/Rail/Ship than Trans Doc No and date is mandatory.
●Trans Date
●Trans Type
●Vehicle No
●Vehicle Type - Regular / ODC
●Eway Bill No
●Eway Bill Date
Using button E-WayBill Rpt (Ctrl + W), it will ask to generate Eway Bill Report in Excel or JSON format and report generated will be saved in RanceLabshare folder.
In, Sale Register (SRS), Sale Return Report (SRR), added two fields in the column chooser.
●Eway Bill No
●Eway Bill date
Require a generation of E-WayBill using IRN no.
The requirement is Generation of E-WayBill using IRN from E-Invoice API.
To achieve Added a button in Sale and Sale Return Display:
IRN - E-Waybill (Ctrl + I)
It will upload Eway bill based on IRN No of the selected invoice and save the Eway Bill no and Date in Fusion.
Require E-Invoice as per GST new rule
The government has been introducing the E-Invoice system, which will be effective from 01-04-2020.In this system generation of e-invoice will be the taxpayer’s responsibility who will be required to report the same to Invoice Registration Portal (IRP) of GST, which will generate a unique invoice Reference Number (IRN)and digitally sign the e-invoice and also generate a QR code.
Now, As per GST, new rules need a facility to generate E-Invoice for B2B bills.
You can upload E-invoice directly on GST portal by API integration or manually upload the file in JSON format.
E-Invoice JSON will be generated for B2B bills only, and it will be saved in the RanceLab share folder. In GST Return (F-G-G),
●Added a button "Gen E-Invoice".
●It will generate a JSON file for all B2B invoices in the selected date range in the RanceLab Share folder.
●Generated files will be uploaded to the GSTIN portal manually.
In the Sale and Sale return display, two buttons are added here.
Generate E-Inv (Ctrl + G): It will generate the E-Invoice file of the selected Bills.
Update IRN (ALT+I): Using this button you can insert IRN no here
API Integration:
As per the GSTN rule, the access to API has been provided only to taxpayers having turnover of more than 500 crores and GSPs.
In GST Return (FGG) - “GSTIN Export settings JSON” add Json as per the sample JSON below.
{"JioASPClientID":"ECHRZ9EZHW4SAYH5PH", "JioASPClientSecretKey":"xxxxx-0000-0000-0000-xxxxxxxx", "JioXAPIKey":"xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx", "JioURL":"https://api-sit.jio.com/asp/core/gstr1/v3/Supplies","AmountLimit":"250000","UploadEInvoiceDuringMemoCreation":"0","EInvClientID":"ABCDEFGHIJ", "EInvClientSecret":"BwWiIT5o1aAM79sSeEyk","EInvUserName":"XXXX-ABC", "EInvPassword":"XXXX@34ds#$%","EInvURL":"https://einv-apisandbox.nic.in","EInvAPIToken":"XXX/auth", "EInvAPIGenerateInv":"/xxxxx/v1.03/Invoice", "EInvPrivateKeyPath":"C:\\GSTDetail\\einv-sandbox.pem", "APIGetEWayBillFromIRN":"/eiewb/v1.03/ewaybill","APIGetGSTINDetail":"/eivital/v1.03/Master/gstin","APICancelIRN":"/eicore/v1.03/Invoice/Cancel"}
In Sales Touch POS and Sale Return, saving E Invoice will be directly uploaded to GST portal, and it will receive IRN No, and QRcode of Invoice and it will be saved in Fusion. This IRN No and QRcode are available in Windows print design and can be printed in Invoices.
In the Sale and Sale return display, added buttons are added .
●Upload E-Inv (Ctrl + U): It will upload the selected E-Invoice to the Portal directly.
●Cancel IRN (Alt + J): It will cancel the selected invoice from GST portal.
Implementation Note For Cancel IRN
●Cancel IRN button will send a cancel request to E-invoice portal.
●After cancelling IRN, Fusion updated Cancel’s status for invoice in any UDF(1-10) field.
●Create an Item in (MIP), for example, "Cancel Invoice" as service type
●Remove all item from the cancelled invoice and add this item "Cancelled Invoice" with 0 value.
Require salesperson name in product Info preview
In Sale Scan POS (STS) - In Product Info (F8)
Added two fields in product info preview design 'SalesPerson name' And 'SalesPersonInitial'.
Template Function to select a bunch of items in one go to speed up the entry of inventory vouchers.
Scenario:
1.During entry in stock transfer indent or physical stock voucher, we need to select many items manually every day, that might be time consuming and erroneous.
2.While selling gift baskets in a bakery with the different items in it with different tax. With template function, you can now select those items in one go.
3.Physical stock entry usually has a fixed number of items. The operator is required to just fill in the qty. You may use the template function to speed up the process.
Solution:
The template system is used to create a bunch of items to be used during the entry of inventory vouchers.
Template System:
●To Create a Template: Open any supported module. Select required items and then Save Template (Alt + J)
●To Modify a Template: Load Template > Modify > Again Save Template with the same name.
●To Use an Existing Template: Load Template (Alt+K): It will show the list of available templates > select the required > it will populate the items.
○The load function can be used in running invoice also.
●To Delete a Template: Del Template (Alt+X): It will show the list of templates > select template > It will ask "Do you want to delete?”
●To Print a Template: Prn Template (Alt+Y): It will show the list of templates > select template > It will print that particular template. You may use this print to stick on the box as a packing list.
Supported Modules: The Template Function is available in the following modules:
1. Physical Stock
2. Stock Transfer Indent
3. Sale Order / Sale Invoice (STT and STS) / Sale Challan
Notes:
●Touch POS: If the item in the template is not on the menu, it will not load because we must have a KOT printer defined in order to make an STT sale.
●Item Active or Inactive: There is no check for the active/inactive item while loading the template.
●You may also define the qty for each item while creating a template.
●If we save any touch POS template without qty then it will load the template with minimum 1 qty.
●The template data travels and works in a multi-location environment just like masters.
Qty Multiplication based on Sweets Box Billing in Scan and Touch POS.
Scenario
In a sweet shop, the customer asks for a customised gift pack of sweets. The choice is variable. The customer first decides on the items and qty to be packed in a box. After the contents of a box are decided, they order the number of this customised box. Now the operator needs to multiply the qty of each item based on the required box. It is time-consuming and also leads to errors. For that, a simpler method is required.
Solution:
A button is added: "Multiply Qty".
It will ask for QTY to multiply.
Once the qty is entered, it will multiply the quantity of every item present in the bill.
We will check the "Add Quantity" designation for this functionality.
●It will not run in the case of the Prepaid System.
●We cannot check the Special Modifier in this case.
●Shortcut Key in Touch POS = B
Shortcut key in Scan POS/ Sale Return / Sale Order/ Sale Challan / Sale Order = Ctrl + A
How to Implement GST in Sale Invoice (Scan POS)?
Steps:
●Go to Tax Master (M A T) > Here Create the taxes as per shown in the above pictures.
●Attach CGST+SGST Tax with the Product Master/Sub Group/ Price List.
●In Global Option (T A G)
●Here Set Place of Supply for GST = Yes > Save
●There are two important components which determine the how the GST to be charged on a supply
●Location of the Supplier – It is the registered place of business of the supplier i.e. in case of Purchase supplier state code and in case of Sale Company (Location) state code
●Place of Supply – It is the registered place of business of the recipient
Kolkata Mart Pvt.Ltd’s registered place of business is in Kolkata, West Bengal. It supplies goods to ‘Gupta Confectionery’, whose registered place of business is in Kolkata, West Bengal.
Here, the location of Kolkata Mart Pvt.Ltd’ is in West Bengal and the place of supply is also in West Bengal. Hence, this is an intra-state supply, i.e. supply within the state. In an intra-state supply, the taxes to be charged are CGST and SGST.
Kolkata Mart Pvt.Ltd’s registered place of business is in Kolkata, West Bengal. It supplies goods to ‘Singh Retailers’, whose registered place of business is in Mumbai, Maharashtra.
In this example, the location of Kolkata Mart Pvt.Ltd is in Kolkata and the place of supply is in Mumbai. This is an interstate supply, i.e. supply outside the state. In an interstate supply, the tax to be charged is IGST.
It will automatically pick IGST Tax as per the Mapping done in TAX MASTER, shown in the above pictures.
