POS TRANSACTION WITH INTEGRATION TO A2000ERP SYSTEM

Created by Jason Margahal, Modified on Wed, 4 Dec, 2024 at 2:34 PM by Jason Margahal

A2000 ONLINE SUPPORT DEPARTMENT 

KNOWLEDGE BASE

POS TRANSACTION WITH INTEGRATION TO A2000 ERP SYSTEM


        1. CREATING A POS TERMINAL

When a POS counter is created, it is mapped to a CUSTOMER CODE. For example, if a new POS station is created at AEON SUPERMARKET, called POS-A01, a customer code called POS-A01 is also created. This customer is mapped to a Customer Account Group, also called POS-A01, and the Debtor Account is mapped to GL account called “Collection at POS-A01”


 

        2. PAYMENT MODE SETUP

At the POS Admin side, he will create various payment modes, like CASH-A01, VISA-A01 (Visa), AMEX-A01 (American Express), GRAB-A01 (GrabPay), FPAN-A01 (Foodpanda) etc. These payment modes are CASH/BANK accounts and are mapped to different GL codes. 

 

For example, CASH-A01 is mapped to “Cash Clearing at POS-A01” and FPAN-A01 is mapped to “Foodpanda Clearing A01”. All payment modes are ASSET type accounts.


 

        3. POS TRANSACTION EXAMPLE

Assuming the POS Terminal POS-A01 made sales of $2000 for the day (100 different transactions comprising various products). The POS terminal recorded that of the $2000 in sales,   $1200 is paid in CASH, another $600 is paid by VISA Cards and $300 is paid by Foodpanda.

 

When the sales for the day are closed, and posted to backend, the system will post 2 transactions:


 

            3.1 A CA (Cash Transaction)

This is to recognize the sales and deduction of stock items. All the individual POS item sales for the day will be consolidated together and summarized into 1 x CA transactions (*). All the sales for the day will then post into 1 x CA that has double entry of:

 

          DR – Collection at POS-A01 $2000

              CR – POS Sales Revenue $2,000.00

 

(*) Example, if the store sells Cadbury Chocolates in 25 sales transactions, and each of them 1 piece, the CA transaction will capture 1 line of 25 pieces of Cadbury Chocolates. 


 

            3.2 A GT (Cash Book Contra Transaction)

This second transaction is to recognize the cash/collection component which can comprise multiple payment modes. As the POS terminal recorded that of the $2000 in sales,  $1200 is paid in CASH, another $600 is paid by VISA Cards and $300 is paid by Foodpanda, the CASH CONTRA (GT) transaction is captured as: 

 

DR – Cash Clearing at POS-A01 $1200

DR – VISA Clearing at POS-A01 $600

DR – Foodpanda Clearing at POS-A01 $300

          CR – Collection at POS-A01 $2000

 

This transaction effectively transfers the whole amount of Collection at POS-A01 to the 3 payment modes reported by the POS.     

 

        4. RECEIVING PAYMENT FROM CLEARING ACCOUNTS

Assuming that Foodpanda made a settlement of $285 a week later, (they take a 5% commission on the $300 they booked), and the funds are received into CITIBANK A/c, the user will create a Cash Receipt under a GC transaction, The double entries are:

 

DR – CITIBANK A/c $285.00

DR – Foodpanda Commission Expense $15.00

               CR – Foodpanda Clearing at POS-A01 $300.00

 

This will close the loop when of the Foodpanda clearing accounts. It will behave similary when VISA or AMEX makes settlement.

 

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