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h. Point of Sale


Getting started

Costbucket POS is driven by Costbucket Cost Accounting.  All products, categories, prices, customers, discounts, are pulled from Cost Accounting and made available for sale in the POS.   To set up and configure the POS, you first need to setup the accounting module then return to point of sale and all data will be available.

To activate the point of sale, go to the Main Page and select the Point of Sale (POS) button. 

You will be brought to the POS dashboard. A pop-up will load requesting the opening cash (float) for the work session.  This is managed on a per-user basis so each POS terminal being used will require a unique user in order to get an accurate report of the days' sales. 


Key Notes:
  1. All products in the point of sale include applicable taxes ie product cost + tax.
  2. Use the search box to search for products and empty cart to delete all products from the cart.
  3. Use the X under Action to delete a quantity of a product or to completely remove the product
  4. Checkout leads to payment form to complete the sale
  5. Long press on a product in the cart to activate the modification form to modify either product price or add notes to an order.
Point of sale transactions processed are automatically updated in Costbucket accounting as follows:

General Ledger transaction to show that the invoice was created against a customer account. 
CR: Sales                                                 
CR: Sales tax payable                                   
DR: Client Receivables account                

General Ledger transaction to pay the invoice.  Cash/Card transactions post to POS account
CR: Client Receivables account                 
DR: Cash/Card                            

General Ledger transaction to transfer the inventory from the balance sheet to the income statement. 
CR: Finished Goods
DR: Cost of Sales