Selling, pricing and the till
Selling questions cluster around two things: which of several prices the system chose, and which document actually did something. Two come before either: whether you have to raise a sales order before you can invoice, and whether a POS cash bill posts to the ledger and moves stock.
Each answer is two or three sentences and a link. The page behind the link is the one that owns the explanation and the one that gets corrected when the product changes.
Can I invoice part of an order and leave the rest open?
Yes, and the order keeps an outstanding quantity per downstream document type until the rest is delivered or the order is closed. Partial Delivery Workflow walks it.
Do I have to raise a sales order before I can invoice?
No — the order is optional, and which documents you use is a decision about how your business sells rather than a rule of the system. Standard Sales Workflow sets out the full path, and the other guides in Sales Workflow Guides cover cash, credit, instalment and partial delivery.
Cash bills are missing from my Z report.
The usual cause is the device, not the session: every Z Report query carries the device predicate when one is chosen, so a bill rung up on an unregistered or different terminal drops out silently — re-run with Device set to All. Check the screen too: the till’s Z Report reads cash bills only, while Daily Cashier Reports counts four document types.
Where do I set which payment buttons the cashier sees?
On the branch: settlement methods are linked per branch, by screen or by CSV, and each button decides where the money lands in the ledger. Payment Aggregators and Branch Settlement Methods covers both, including what the seeded aggregator list actually is.
How do I take goods back — refund, credit note or exchange?
There are three return documents and the choice depends on whether money goes back, sits as a credit, or becomes another sale. Returns and Exchanges explains which to use and how an exchange is really recorded.
Does a POS cash bill post to the ledger and move stock?
Yes. On FINAL a cash bill takes the goods out of stock, posts the sale and the money to the ledger and cashbook, and queues the bill for e-Invoice — it is not a lighter document than a sales invoice. See the POS General applet.
The discount I took off the whole invoice — where does it actually go?
It becomes a line on the document carrying its own item, which is why it has its own GL account, its own e-invoice field and no stored percentage. Group discount has the three header totals, the four places it is deliberately ignored, and a thirty-second check.
How do I give members, retail and wholesale different prices for the same item?
With a pricing scheme, which gives one item several standard prices and reaches a document line through the customer or the branch. Setting Up Pricing Schemes shows how it reaches the line, and why a role or a branch may be selling at a price you did not expect.
Does the till keep working when the internet goes down?
Yes — POS General can run against a local database and sync when the network returns, with bills waiting to sync held in its Transaction Queue. The POS General applet documents the offline settings, the local running-number prefix and the sync.
Which price wins when an item is in more than one rule?
Price sets are matched and then ranked, and the ranking is what decides — not the order you created them in. Designing Pricing Rules explains the match and the rank; Setting Up a Price Book explains which rules quietly never match at all.