Counter Sales Tab

This tab captures defaults for Counter Sales, including:

• Default Organisation on entry of Counter Sales - The default Organisation represents the account which will receive Counter Sale entries. An example is CRM Organisation Cash Sales, which is linked to Accounts Receivable Customer Cash Sales.
• Default Form to be used for print of Receipt - The Counter Sales form has a Hot Print button, which allows for printing of Receipts. All Report Writer reports, created with Module Membership = CRMSM, are listed in the dropdown. The Receipt form selected from the dropdown is used on Counter Sales to print the Receipt.

Default Organisation

Select the default Organisation to be displayed on entry of the Counter Sales form.

Receipt Form

Select the default Receipt Form to use when printing the receipt in Counter Sales. The dropdown list contains all Report Writer reports with Module Membership of CRMCS. These reports can be updated .

Copies to Print

Enter the number of copies you require when printing the Receipt Form.

Credit Form

Select the default Credit Form to use when printing the refund in Counter Sales. The dropdown list contains all Report Writer reports with Module Membership of CRMCS. These reports can be updated .

Copies to Print

Enter the number of copies you require when printing the Credit Form.

Method

Select the rounding method you want to use on invoices. This is used when the calculation of a price results in small amounts. If you choose a rounding method, you must specify the nearest value to which to round invoices — for example, five cents.

to the nearest

Enter the value to which you want prices to be rounded, using the rounding method selected - for example, five cents.

rounding general ledger account

Enter the general ledger account to which you want rounding amounts to be posted to keep the General Ledger in balance.

Tax Code

Select the tax code you want to use for rounding amounts. This will affect where these values print on your tax summary report. The Tax Code used for Rounding must be a Tax Code that is a 0% Tax Code, or a Tax Code where Allow change to zero is selected.

Rounding does not attract GST and when the Rounding GL Line is generated it uses this Tax Code and tries to create a line with 0% tax code. If it is not a 0% code or does not allow rate to be changed to 0% an error will be returned.

Port

Select the Port for the Cash Drawer. This setting is used with Cash Receipts to update the Cash Drawer with the payment detail.

ASCII string to send

Enter the string to be used to update the Cash Drawer with Payment detail for the Counter Sales Cash Receipt.