Re: How to relate Transfer Sales to Cash to Customer?

2018-02-08 Thread Mike or Penny Novack

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.

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Re: How to relate Transfer Sales to Cash to Customer?

2018-02-08 Thread Greg Feneis
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
>
>
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Re: How to relate Transfer Sales to Cash to Customer?

2018-02-08 Thread Derek Atkins

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


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