Re: How to relate Transfer Sales to Cash to Customer?
Certainly that is possible now. You can export transactions from a POS and import them to Gnucash. This can either be done on a per-sale basis or as a daily aggregate. Since it is possible to import invoices, the OP could do so as step one, and then record the payments as before as step 2. The importing step would just save clicks within Gnucash. It would be nice though to be able to choose a customer/vendor on the Payor/Payee line and be able to have that manual transaction show up in a customer/vendor report. On Thu, Feb 8, 2018 at 3:38 PM, Mike or Penny Novack < stepbystepf...@dialup4less.com> wrote: > On 2/8/2018 4:00 PM, Greg Feneis wrote: > >> I suspect Gnu Cash needs a point of sale (POS) module to handle this >> functionality. >> >> I think not exactly a module withing gnucash. > > What gnucash would need is the ability to accept a feed from a (typical) > POS system. Whether a POS system is practical as an open source project is > another matter. Many (most?) that exist are tied to some company's cash > registers, may be scanning in customer ID << I am going by what I see out > there as a customer >> > > Keep in mind, in the usual situation, you would NOT be wanting the sales > clerks (who are ringing through customers) to have any access to the > accounting system. > > Open source POS (and inventory, see below) more practical based on the > assumption that instead of a cash register would be a general purpose small > computer the sales clerk used. Would be an app where a customer number was > entered, purchases one at a time (know what is taxable), total the bill and > note how paid (cash, check, credit card). Then feed the accounting and > inventory systems. > > Michael D Novack > > PS: Interfaces with an inventory system similar. There, ideally you would > want POS to feed inventory as well as "general ledger" and inventory to > feed general ledger. In our case, the general ledger system would be > gnucash. > > ___ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > - > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: How to relate Transfer Sales to Cash to Customer?
On 2/8/2018 4:00 PM, Greg Feneis wrote: I suspect Gnu Cash needs a point of sale (POS) module to handle this functionality. I think not exactly a module withing gnucash. What gnucash would need is the ability to accept a feed from a (typical) POS system. Whether a POS system is practical as an open source project is another matter. Many (most?) that exist are tied to some company's cash registers, may be scanning in customer ID << I am going by what I see out there as a customer >> Keep in mind, in the usual situation, you would NOT be wanting the sales clerks (who are ringing through customers) to have any access to the accounting system. Open source POS (and inventory, see below) more practical based on the assumption that instead of a cash register would be a general purpose small computer the sales clerk used. Would be an app where a customer number was entered, purchases one at a time (know what is taxable), total the bill and note how paid (cash, check, credit card). Then feed the accounting and inventory systems. Michael D Novack PS: Interfaces with an inventory system similar. There, ideally you would want POS to feed inventory as well as "general ledger" and inventory to feed general ledger. In our case, the general ledger system would be gnucash. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: How to relate Transfer Sales to Cash to Customer?
I suspect Gnu Cash needs a point of sale (POS) module to handle this functionality. I bet patches are welcome. Patches, he's a popular guy. Kind regards, Greg Feneis (Galaxy S5) On Feb 8, 2018 11:23 AM, "Derek Atkins" wrote: No. Customers only exist in AR. Sorry. -derek Sent using my mobile device. Please excuse any typos. On February 8, 2018 2:17:56 PM Fran_3 via gnucash-user < gnucash-user@gnucash.org> wrote: When a customer pays cash or by credit card there is no reason to create > an invoice... so we click Accounts Tab -> Action -> Transfer > and transfer directly Sales to Cash > But there seems to be no way to relate this to a customer so when we run a > Customer Report the transactions don't show up. > Is there a way to fix this short of creating an invoice first... putting > it in Sales and A/R > And then "Process Payment" to take it out of A/R and into the Cash account? > Thanks for any help. > Fran3 > > > ___ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > - > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/ Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: How to relate Transfer Sales to Cash to Customer?
No. Customers only exist in AR. Sorry. -derek Sent using my mobile device. Please excuse any typos. On February 8, 2018 2:17:56 PM Fran_3 via gnucash-user wrote: When a customer pays cash or by credit card there is no reason to create an invoice... so we click Accounts Tab -> Action -> Transfer and transfer directly Sales to Cash But there seems to be no way to relate this to a customer so when we run a Customer Report the transactions don't show up. Is there a way to fix this short of creating an invoice first... putting it in Sales and A/R And then "Process Payment" to take it out of A/R and into the Cash account? Thanks for any help. Fran3 ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.