Pos5: What is Sales Order and how to use?

From AutoCount Resource Center
Jump to navigation Jump to search

Question :

What is the purpose of Sales Order and how to use Sales Order in POS system?


Solution :

Sales Order in POS is used mainly to record order placement and collect deposit payment from customer.

Especially for items currently out of stock, need time to process, replenish or transfer from other outlets.


How to enable Sales Order function in POS3?

Login POS 3 front end > Click on More Function > Configuration Setting

000099-a.png


Check the checkbox of Enable Deposit Payment under Document Control tab.

000099-b.png



How to enable Sales Order function in POS5?

Login POS backend, go to Point of Sale > Maintenance > POS Option Maintenance

000099-c.png


Click on Edit button for selected Option ID

000099-d.png


Check the checkbox of Enable Deposit Payment under Document Control tab.

Then perform speed sync at your terminal.

000099-e.png



How to use POS3/POS5 Sales Order function in POS terminal

Login POS system, during transaction, click on More Function, select Change Sales Type under Bill Operation.

000099-f.png


You will notice that Cash Sale is changed to Sales Order. Proceed with transaction.

Simply scan an item and then go to payment interface.

000099-g.png


For example, the customer paid cash RM1000 as deposit, and the remaining RM1500 will be paid on the day when collecting the items.

Clicking on OK will post this payment in Sales Order.

000099-h.png


On the day when customer returns to collect the items and pay the remaining balance, you have to retrieve the related Sales Order:

Go to More Function > Bill Operation > Find Sales Order

000099-i.png


Select the previously saved Sales Order docno then click on OK.

000099-j.png


Use the editing button of Deliver/Void Qty

000099-k.png


Click on Deliver Item or Deliver All Item if items are collected.

000099-l.png


Proceed to collection of full payment.

000099-m.png


By: SengHoong 20200625 Jacky 20200824, P200825 [000099]


Go to menu

IconAcc20.PNG AutoCount Accounting 2.0


IconAcc188.PNG AutoCount Accounting 1.8 / 1.9
Wiki-Payroll.png AutoCount Payroll
Wiki-POS.PNG AutoCount POS


Wiki-AOTG.PNG AutoCount On The Go
Wiki-Accounting-Plugin.png AutoCount Accounting Plug-In Documentations