---
title: "How to set up the documents used in the POS?"
slug: "1602862808"
updated: 2026-07-30T07:48:59Z
published: 2026-07-30T07:57:22Z
canonical: "help.ila.cegid.com/1602862808"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.ila.cegid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to set up the documents used in the POS?

- [x] PT
- [x] ES
- [x] AO
- [x] CV
- [x] MZ
- [x] ST
- [x] GW

- [x] Professional
- [x] Executive
- [x] Public Sector
- [ ] Omnia
- [ ] Evolution

---

It is possible to post the Sales and Cash Management documents on the POS, however, it is necessary to configure them. Later, if applicable, it is also possible to edit and change documents, as well as print them.

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## Configure documents

In the points of sale, two types of documents can be posted:

- **Cash Management Documents:** On the option Documents/Cash Management, you can set up the different cash management documents used on the POS, namely, **Petty Cash Opening**, **Petty Cash Closing**, **Petty Cash Deposits** and **Petty Cash Withdraws**;
- **Sales Documents:** On the option Documents/Sales, you can set up the different documents to be used on the points of sale.

To set up the documents used on the points of sale, follow these steps:

1. Access **Marketing & Sales | Sales | Resources | Tables** | **Documents**;
2. Edit a document;
3. On the tab **Series** specify a series for the document;
4. Activate the option **Used in POS**;
5. Click **Save**.

---

## Edit documents

To edit a document on the POS, follow these steps:

1. Access **Documents** | **Change Document** or click on the upper bar where the document is identified;
2. Select the **Type****of Document**;
3. Specify the document **Series** and **Number**;
4. Click **Confirm**.

---

## Change document type

To change the document type, follow these steps:

1. Access **Documents** | **Change Document** or click on the document identification on the upper bar;
2. Specify the **Type of Document**;
3. Click **Confirm**.

---

## Reprint documents

To reprint sales documents, follow these steps:

1. Access ****Documents | Reprint****;
2. Select the **Type of** ****Document****;
3. Specify the **S******eries****;
4. Define the numerator **In******terval**** for the documents;
5. Click **Print** or ****Print A4****.