In some situations it may be desirable to set the revenue type of a transaction differently from the default suggested revenue type. An example of this is an internal landscaping debtor, where the revenue sometimes needs to be registered in favor of the garden center and at other times in favor of the landscaping company.
In this example, the focus is on deliveries on account (sales) transactions, not on cash (POS) sales.
There are several ways to handle different revenue types, depending on the type of transaction.
1 - Create a separate relation for each desired revenue type and link each relation to the same debtor. For each relation, a separate revenue type can then be specified. This works both in RetailVista POS and in the back office (creating deliveries on account).
2 - Create a separate payment method for each desired revenue type, assigning a specific revenue type to each payment method. This works only in RetailVista POS and applies to payment methods of the type “On account”.
3 - Within RetailVista POS, after selecting the relation and debtor, choose “Revenue type” from the “File” menu (or via a button on the touchscreen). The revenue type of the transaction can then be adjusted manually. This naturally works only in RetailVista POS but can be applied to both cash transactions and deliveries on account.
Our recommendation is to use option 1, as the risk of making errors is virtually eliminated (provided the correct relation is selected).