Welcome to AlignBooks. We are happy to have you on board. In this help studio tutorial, we will explore the Counter master set up options.
Before we begin, let us understand about the need of Counter master and the usage of this particular activity.
In retail industry, due to high volume of customers in the stores, generating invoice at single place for all customers is time consuming and hectic job. Even the customer does not have patience to stand in long que. So multiple checkout counter/ billing counters are required to make the billing faster and efficiently.
You can also edit and delete an already created set of information with required authorisation.
The key functions of a POS Counter Master Module are:
· Creation of a New POS Counter Record;
· Modification of an existing POS Counter Record;
· Deletion of an existing POS Counter record.
We will be going through the each of these set of information in detail.
New POS Counter Creation–
You can create a “POS Counter” click 
under “Point of Sale Module” 
from menu of AlignBooks and the screen which appears looks like this;
You can see the 
option at top right of the screen. Click on this option and you will be directed to the relevant counter creation screen.
Here you will have basic information section where all the required data pertaining to a new counter can be captured.
 Counter No : Here Specify the Name of the counter which you are used to identify the counter.
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 Location: If you are handling multi locations, select the required location from the dropdown menu. This field is available only if you have configured “Multi location “ON” in configuration ->Company Setup-> General Setup”. If your desired Location does not exist in the menu, you can create a New Location by clicking on  option within the dropdown menu. You can also Edit or Delete a Location from Here. Select a Location to be edited/deleted and then click on  . The Location will be opened in Edit mode and you can edit it and save by click on  . You can delete it by click on  . |
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 Warehouse : If you have multiple warehouses, select the warehouse from the drop down menu for which you are entering the opening stock. This field is available only if you have configured “Warehouse - “ON” in configuration ->Company Setup-> Inventory”. If your desired Warehouse does not exist in the menu, you can create a New by clicking on  Icon or option within the dropdown menu. |
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 Tax : Select “Inclusive” from the drop down menu, if rates are inclusive of taxes else select “Exclusive”. This field is available only if you have configured “Tax Applicable in Sales / Purchase – ON” in Configuration ->Company Setup->General Setup. Also, this field will be active only if you have configured “Tax in Rates – Document Based” in Configuration ->Company Setup->Sales Setup. |
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 Customer: Customer here represents a Location control account, Select a control account from the dropdown list. “Location Control Account“ represents the account to be used for giving Accounting impact for transactions (Both Financial and movement of stocks) made with this Location. To tackle and ease the process, Align Book is treating all the locations same as customers to one another.
Example: If location “A” is transferring goods to location “B”, location “A” must debit to location “B” by crediting its inventory for the goods value and vice versa for location “B’’s books.
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 Default POS Customer : Select the Name of the POS Customer from the drop down list which you want to set as your default POS Customer whenever the transaction form is loaded. |
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 Default Tender : Select the Name of the Tender from the drop down list which you want to set as your default tender and whenever the transaction form is loaded. |
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Save : Click on 
to Save the values.
Clear : Click on 
to Clear the values.
Delete : Click on 
to delete the existing master. (Enabled only when you edit the master)
Exit : Click on 
Or 
to Exit from the New Counter Form.
We are now back to the main screen for the POS Counter Master.
Edit: If you wish to Edit a POS Counter detail, click on 
. The POS Counter details will be opened in edit mode, can make the required changes and click on 
to save the changes made by you. If you think that this record is no more required, you can delete the record by clicking on .
Delete : If you wish to delete a POS Counter data, Click on 
and confirm the deletion.
It is advisable not to delete a POS Counter if some data are already entered against that Counter. Note that the System will not allow you to delete this record unless you delete all transactions with the POS Counter.
Bulk Delete : If you wish to delete POS Counter data in bulk then enable the check box 
against each Counter and Click on 
and confirm the deletion. All POS Counter data will be removed which are not used in any transaction.
Refresh : Click on 
to refresh the list with the changes made by you.
Export : Click on 
to Export the data as visible in the list to an Excel Sheet.
Search : Type a text to search a particular record.
Sort : If you want to sort data on a particular field, click on the label of that field, your data will be sorted on that field. You can reverse the order of sorting by just Double click on the label of that particular field.
Click on 
to Exit from the POS Counter master.
We hope you enjoyed this tutorial. Please give us a call for further help. Happy Aligning!
