Download the PDF doc of this process here

Adding more Tax Types & Tax Groups

When logged into the merchant you have created, by default, the Tax Group you selected on merchant setup will be added and enabled as default e.g. SARS Tax Group with VAT Tax Type set at 15% – to add more , the below steps can be followed.

A Tax Group is assigned to a product, a Tax Group can consist of one or more Tax Types and can either be set as the Default tax group which will then automatically be added to each new product created.

Step 1

Click on Finance under the Admin Nav Bar -> Finance -> Tax Types

Step 2

Create a Tax Type by clicking on Create Tax Type

Step 3

Add a Tax Name for the Tax Type

Step 4

Select whether the Tax Type is Inclusive (Inclusive set to Yes by default) or Exclusive (Exclusive means set Inclusive to No)

Step 5

Leave Variable Rate set to No

Step 6

Add a Rate % / Tax Type Percentage

Step 7

A Reference can be added if required/desired – else leave blank

Step 8

Accounting integrations will fill the Accounting Tax ID automatically or it can be filled if manual filling is desired – else leave blank

Step 9

Start and End Dates can be filled, which will be looked at by POS and applied to products only if the date is between those dates – if outside, the tax type won’t be applied

Step 10

Click on the green Create button

Step 11

To apply this Tax Type’/s to products, they have to be part of a Tax Group

You can either setup a new Tax Group or add the Tax Type to an existing Tax Group

To setup a new Tax Group, click on Create Tax Group

Step 12

Enter a Tax Group Name

Step 13

Tick the Tax Type/s that should be part of this Tax Group

Step 14

Select whether the Tax Group should be Default for all new products being created

Step 15

Enable or disable the Tax Group by making it Active by ticking Yes or not – it is defaulted to Yes and suggest leaving it there

Step 16

Click on the green Create button

Download the PDF doc of this process here

Enabling Pro-Forma

When logged into the merchant you have created and you want to enable Pro-Forma invoices, follow the below steps.

Step 1

Click on Tenant Settings under the Admin Nav Bar -> Settings ->Tenant Settings option

Step 2

The top header by default will load as POS and the General sub-heading

Step 3

Underneath the General sub-heading you will see the setting as Show Pro-Forma Button defaulted to No

If you want to enable it, set it to Yes and publish per location – this will now enable ability to generate a pro-forma in POS

Download the PDF doc of this process here

Petty Cash are respective expenses that are paid from the cash drawer of the TallOrder POS (This is only to be used if a customer makes use of Petty Cash payments).Examples of Petty Cash payments would be Stationery Expenses, Miscellaneous Expenses etc.

To add a petty cash account click ‘Add Petty Cash Account’:

Next, input the respective Petty Cash Name:

Download the PDF doc of this process here

Step 1:
a.) Access the Admin Backend. (https://admin.tallorder.mobi/site/login)
b.) On the left you will see there is an option to click on named “Settings” (Marked in Red)

c.) After clicking on “Settings” you will see there is an option to click on called “Locations” (Marked in Green)

d.) On the top right you will have to click on the button named “Create Selling Location” (Marked in Purple)

Step 2:
a.) You will then see the following page. Once populated, you will have to click “Create” at the bottom of the page.

b.) Remember to Publish from the Backend after you have added your location. (Marked in Yellow) This will be seen on the top right of the screen. Once you have Published, remember to Click “Update Menu and Setting” under Settings on the TallOrder Point Of Sale device.

Download the PDF doc of this process here

Please note. Make sure that all Tabs on the Shift you are about to Cash Up on are closed/Checked out.

Once all the Tabs on the Shift has been closed, you will see a button on the top left (three white stripes). If you click on this button, you will see a drop-down menu where you need to click “End Shift” (Marked in Red):

You can also access the End Shift process in “Settings” by clicking on the “End Shift” (Marked in Red):

You then need to ONLY populate either the box on the left, marked in Green OR the box on the right marked in Blue. At right-hand option you need to add the number of notes that you have. Ex. 2 R200.00 notes, 4 R100.00 notes. The same goes for Coins.

Please note: Do not include your Opening Float amount when populating the Cash section of the Cash Up. You need to add the Opening Float amount that you took at the beginning of the Shift in the top right of the screen. (Marked in Purple):

As shown in the picture below, you need to populate the received amounts that you have received. (Your Payment options might differ from the below picture).

Please Note: If a client makes an Account Payment to top up their accounts, you need to add that as cash if the payment type was Cash. Same goes for a Card Account Payment. So, if it was Cash, you need to add it at step “c”. If it was a Card Payment you need to add it in step “d” by Card. If a Tab was paid by an account you need to add it by Account in the picture below.

You will then see the following page where you can double check your Cash Up amounts.

The last step is to see if there are any Variances. If so, you can click “Cancel” to re-do the previous steps. The amounts under “System” are the amounts the system added up during your shift. If your tally is the same as what the system states, you won’t have any variances. Gratuity for each Payment Type will be stated on the far right.

Please Note: System total includes gratuity.