Recording POS Invoices in TallyPrime: 7 Easy Steps + Example

1. Understanding POS Invoices in TallyPrime:

Point of Sale (POS) invoices are typically used in retail businesses where transactions are processed at a physical location.

They often include details like product barcodes, quantities, and total amounts.

2. Steps to Record a POS Invoice in TallyPrime:

1. Create a Sales Invoice:

Go to Gateway of Tally > Vouchers > Press F8 (Sales).

2. Select POS Mode:

Check the “POS Mode” checkbox.

3. Enter Party Details:

Enter the customer’s account name or create a new one if necessary.

4. Scan or Enter Items:

• Use a barcode scanner or manually enter the product codes.
• The system will automatically populate the product details, quantity, and rate.

5. Apply Discounts or Taxes:

Apply any applicable discounts or taxes.

6. Accept Payment:

• Select the payment mode (e.g., cash, card, online payment).
• Enter the payment amount.

7. Print Invoice:

Print the POS invoice for the customer.

3. Example of POS Invoices in TallyPrime:

Let’s say a customer purchases a product with a barcode of “12345” and a price of Rs. 500.

1. Create a Sales Invoice:

• Go to Gateway of Tally > Vouchers > Press F8 (Sales).
• Check “POS Mode”.

2. Scan or Enter Item:

Scan the barcode “12345”. The product details will be automatically populated.

3. Accept Payment:

• Select “Cash” as the payment mode.
• Enter “500” as the payment amount.

4. Print Invoice:

Print the POS invoice for the customer.

4. Additional Features:

• Barcode Scanning: TallyPrime supports barcode scanners for efficient data entry.
• Customer Database: You can create and manage a customer database for repeat customers.
• Payment Integration: Integrate TallyPrime with payment gateways for online payments.
• Inventory Management: POS invoices can be used to update inventory levels automatically.

By using POS invoices in TallyPrime, you can streamline your retail operations, improve customer service, and gain valuable insights into your sales data.