Business Configuration[Outward]
Purpose : The configurations present in the Outward tab allows to enable or disable functionalities that are common to most of the screens of TruePOS and not specific to any particular module.
Steps to access General Business Configurations :
1. Navigate to Tools → Configuration → Business Configuration
2. Under the Configurations tab, click on the General tab and all the configurations under this tab will be listed.
Q1. What is the use of “Show Ship To Branch Name of Customer” configuration?
Impact Screens : It will be enabled in Sales Quotation, Sales Order, Delivery Note and Sales Bill screens.
→ Shipping details can be created enable the 'Enable Multiple Address for Customer and Supplier' configuration in Business Configuration under Process Outward.
→ Then go to Customer Master under the 'Contact Details' tab click on 'Add New Contact' then fill the customer shipping details.
→ We can also add the shipping address from the billing screen by using the function key 'Shift+F11'.
After selecting the customer press 'Shift+F11', you can able to see the pop-up 'Shipping Address'.
Kindly fill the Shipping Address details and then press 'Ok'.
→ This feature also used for the tax calculation, in Business Configuration you can set the tax calculation 'GST Calculation based on' Shipping Address or Billing Address. This configuration will be configured by backend kindly reach support team to configure based on our requirements.
Q2. What is the use of “Show Delivery Type”?
→ The showing Delivery type will be default type, there is no separate Master to create the 'Delivery Type'.
Q3. What is the use of “Show Delivery Date”?
→ If you select it as 'Not Required' then the respective field will not be visible.
→ If you select is as 'Required', the field will be visible and its like optional. Either we can enter the values or leave it as blank.
→ If you select is as 'Mandate', the delivery date in mandatory. If you proceed to save as it blank you will get the error pop-up as 'Delivery Date is Mandatory'.
Note : You can't change the Date format and its a default format as 'DD-MM-YYYY'.Q4. What is the use of “Show Delivery Time”?
A4. If “Show Delivery Time” is enabled, the “Delivery Time” field is enabled in the outward screen, letting you enter the delivery time for the particular bill.
Impact Screens: Sales Quotation, Sales Order, Delivery Note, Sales Bill.
→ If you select it as 'Not Required' then the respective field will not be visible.
→ If you select 'From Time' it will fetch the current time in from values, you can edit and change the timing.
→ If you select 'From & To time', it will display 'Delivery From Time and Delivery To Time', it will auto fetch the current time in both and you can edit the timing.
Note : We can choose the format and by default it will be 'HH:MM AM/PM'.Q5. What does “Show Salesman” configuration do?
Impact Screens: Sales Quotation, Sales Order, Delivery Note, Sales Bill.
→ Salesman executive details will be fetch from the 'Employe Master' screen which will be created as users. You can also create N number of salesman details by mapping the 'System Access' as No.
Q6. What is “Default Billing Qty (applicable only for Delivery Note and Sales Bill)"?
Impact Screens : Only Sales Bill and Delivery Note.
→ If you set the 'Default Billing Qty (applicable only for Delivery Note and Sales Bill)' while selecting the item in Sales Bill or Delivery Note screen the qty will fetch by default based on the configuration.
Impact Screens : This will impact only in Sales Bill and Delivery Note.
→ If you set the configuration to zero(0), after selecting the item the cursor will move to the qty field then you can enter the respective qty as per our require.
Q7. What does “Make Customer Name as mandatory in Sale” mean?
→ If the respective configuration is disable you have select the customer from the customer list and it will fetch from the Customer Master screen.
→ You can also add the customer in 'QuickAdd' using the function key
Q8. What is the use of “Show Zero Stock Items also in LOV”?
If “Allow Negative” is NO, then loading the zero-stock item will trigger a popup “Stock Details not found”.
If “Allow Negative” is YES, item quantity can go negative when used. Also if the configuration is disable also the 'Allow Negative' Stocks will list in the LOV.
→ If you disable the 'Show Zero Stock Items also in LOV' configuration, then the zero stock items will not be displayed.
Q9. What does “Show Sales Type” configuration do?
→ The field pulls the sales type configured in the Customer Master which configured against the respective customer.
→ If the customer is in your local state region, select Local for the sales type.
→ If the customer is in other state, select Interstate for the sales type.
→ If the customers are commission base, which we provide goods and they will return the unsold goods and the commission will be provided for the sold items. For this type of customer select Consignment for the Sales type.
→ If the customer is overseas or foreign country, select International for the sales type.
→ Based on the above sales type configuration the taxes will be calculated.
Q10. What is the use of “Show Receipt Terms” configuration?
Q11. What happens if “Show PO no and date in sale bill” is enabled?
Q12. What does the “Tax Column” configuration do?
Q13. What does the “Discount Column” configuration do?
Q16. What is the use of the “Show Item wise Order No” configuration?
Q17. What is the purpose of the “Allow Branch wise executive only” configuration?
Q19. What is the purpose of 'Show Stock Status in Sales Order' configuration?
→ If you select the 'SO Stock Status' as 'Stock Reserved' then the inventory will be reduced and you can able to see the respective stocks in reserved count
→ If you select the 'SO Stock Status' as 'Stock Not Reserved' then there will be no impact in your inventory.
FAQ Questions for Stock Reserved and Not Reserved :
1. When should I use “Stock Reserved” in Sales Order?
Answer : It will be use “Stock Reserved” when you want to block inventory quantity for a customer in order to avoid selling the same stock to another customer before billing.
2. Does reserving stock reduce physical inventory?
Answer : Yes. When “Stock Reserved” is selected, the system reduces available stock and shows the quantity under Reserved Stock, though physical stock remains in store.
3. What happens if I select “Stock Not Reserved”?
Answer : The inventory will not be affected at Sales Order stage. Stock will be reduced only after converting the Sales Order to Sales Invoice.
4. Can I change the stock status after saving a Sales Order?
Answer : Yes, if system permissions allow, you can edit the Sales Order and change the “SO Stock Status” before converting the respective Sales Order to Sales Bill. Once it converted means kindly cancel the respective Sales Bill and then load the Sales Order in edit mode.
5. What happens if the configuration is disabled?
Answer : The “SO Stock Status” field will not be visible, and the Sales Order will be treated as non-inventory impacting. Stock will be reduced only at Sales Invoice stage.
6. How does this configuration help in order fulfilment?
Answer : It helps ensure stock availability for confirmed orders, especially in scenarios like :
* Home delivery
* Bulk or corporate orders
* Advance bookings
7. What happens if reserved stock is not available during billing?
Answer :
* If reserved stock exists, billing will consume that reserved quantity.
* If not available and Negative Stock is disabled, the system will not allow saving the Sales Invoice.
8. Can multiple Sales Orders reserve the same stock?
Answer : No. Once stock is reserved in one Sales Order, it is blocked and cannot be reserved again unless released or cancelled.
9. What happens if I cancel a Sales Order with reserved stock?
Answer : On cancellation, the reserved stock will be released back to available stock automatically.
10. Is stock reservation applicable to all outward transactions?
Answer : Only Sales Order screen only you can change the status as 'Stock Reserved or Stock Not Reserved'. In other screen like Sales Quotation, Sales Bill and Delivery Note screens by default it will be 'Stock Not Reserved' and you cannot change to 'Stock Reserved'.
11. Can I see reserved stock in inventory reports?
Answer : Yes. Reserved stock is visible in 'Current Stock Branchwise' Report under a separate “Reserve” column.
12. What is the best practice for retail users?
Answer :
* Use Stock Reserved for confirmed or advance orders
* Use Stock Not Reserved for tentative or walk-in orders
* Always verify stock before converting Sales Order to Invoice
Q20. What does the “Show Stock Quality in Transfer Out” configuration do?
→ If you select the Stock Quantity as Normal then the Stock Transfer will be normal Transfer Out from one branch to another or to other branch.
→ If you select the Stock Quantity as 'Damage/Expiry', this will use to return the Damage or Expiry stocks which received from another branch or to Head Office.
→ If you disable the configuration, then the normal Transfer Out will be help which will reduce the stock from your inventory based on your transaction.
→ The drop-down value Normal, Damage, Expiry is a default value we can't add/edit the values as its default values.
FAQ Questions for "Stock Quality in Transfer Out" :
1. The 'Stock Quality' restriction can be done user-wise?
Answer : Its a global configuration, once it was enabled in domain it will be display for all users who have Transfer Out menu access. We can't restrict it as user-wise.
2. If we do the Transfer Out by selecting it as Damage/Expiry and it will reflect in Damage/Expiry reports?
Answer : No. It will not reflect in the respective reports, you have to check the 'Stock Quality' column in Transfer Out Summary report.
3. If by mistake wrongly selected the 'Stock Quality' and completed the Transfer then it can be edited?
Answer : Once the invoice is save we cannot edit the respective Transfer Out invoice. We have to complete the Transfer In and again re-do the Transfer Out from the received branch. Then proceed again with the correct details.
4. Can we do multiple 'Stock Quality' in a single invoice?
Answer : No. Its a bill-wise configuration so the entire invoice contains single 'Stock Quality' selection, not item wise.
Q22. What is the use of “Enable Session Management” configuration?
→ You can track cash-in, cash-out, and expenses per session, and verify them in session reports. This will be useful to track the counter-wise expenses/sales details.
Steps to Create Session :
1. Go to "Tools → more → Session Management"
2.Click 'New Session' and Select the branch and enter the Opening Cash, then click on 'Begin Session'.
Session Management's FAQ questions :
1. Who can open or close a billing session?
→ Only authorized users (cashier / admin based on role settings).
2. Is it mandatory to open a session before billing?
→ Yes, when session management is enabled, billing cannot start without an active session.
3. Can multiple billing counters have sessions at the same time?
→ Yes, each billing counter works with its own independent session.
4. What happens if the session is not closed at the end of the day?
→ The session remains open and may affect shift reports, cash reconciliation, or next-day billing.
5. Can a session be closed without doing any billing?
→ Yes, a session can be opened and closed even if no transactions are performed.
6. What happens to ongoing billing if the session is closed accidentally?
→ Billing will stop and the system will again prompt “No Active Session” until a new session is opened.
7. Does session management affect cash tracking?
→ Yes, it helps track opening cash, closing cash, and counter-wise collections accurately.
8. Is session management required for all retail stores?
→ It is optional and mainly recommended for stores that require shift-wise or cashier-wise control.
9. Is session management linked to user login or counter login?
→ It is generally linked to the billing counter, not just the user login.
10. Can supervisors view or force-close active sessions?
→ Yes, from admin user can manage sessions and they have option to close the sessions of other users.
Q23. What happens if the “Enable Promotion” configuration is enabled?
→ To implement the 'Promotion Management' we have to follow-up the below checklist,
Ensure to enable the 'Enable Promotion' configuration under Business Configuration menu.
The Formula should be configured under the 'Formula Configuration' menu.
The respective Formula should be mapped to the respective customer.
If the 'Sales Formula' field is not enabled, we have to enable under the 'Master Configuration'.
Q25. What does enabling “Enable Sales Man Commission” configuration do?
→ Salesman commission is a Addons, we have to purchase the license for the salesman commission menu.
→ After purchasing the license we can set the Salesman Commission.
If this configuration is disabled, the billing proceeds normally without calculating any salesman commission.
FAQ Questions for "Salesman Commission" :
1. What happens if no salesman is selected in the bill?
Answer : If no salesman is selected, no commission will be calculated, even if the configuration is enabled.
2. Can different salesmen have different commission rates?
Answer : Yes. Commission can be configured salesman-wise, allowing different commission structures for each salesperson.
3. Is commission calculated item-wise or bill-wise?
Answer : Commission can be configured as:
* Item-wise
* Category-wise
* Bill-wise
--> Based on the commission rule setup.
4. Does commission apply to discounted items?
Answer : This depends on the commission configuration. The system can be set to calculate commission On Net Selling Price, and it will be applying with the after discounted price.
5. Is commission calculated before or after tax?
Answer : Commission calculation depends on configuration, it will be calculated with reference of 'Net Amount'.
6. Can commission be fixed amount instead of percentage?
Answer : Yes. Commission can be configured as:
* Amount
* Percentage
7. Will commission be calculated for returns or cancellations?
Answer : Once the return or cancellation done, the calculated commissions will be reversed.
8. Is commission calculated for all outward transactions?
Answer : Commission is applicable for Sales Bills, It may not apply to Sales Orders or Delivery Challans.
9. Can I temporarily disable commission calculation?
Answer : Yes. You can disable the Enable Sales Man Commission configuration, and billing will continue without commission calculation.
10. What happens if the add-on license expires?
Answer : Its a one time purchased license. If the license expires, the salesman commission will not be calculated, while billing it continues normal billing.
11. Is there any specific reports available to verify the salesman commission?
Answer : Yes, you can refer the 'Reports --> Sales --> Sales --> Salesman commission detail or Salesman commission item wise detail' reports.
Q29. What is the purpose of “Validate selling rate should not be less than cost price” configuration?
→ This will restrict that our profit will not goes in negative.
→ If you enable and change the selling below cost it will reflect in our profit calculation and the profit will calculate in negative.
When enabled :
* Prevents loss-making sales
* Enforces price discipline
* Protects profit margins
* Avoids accidental discounts or wrong price entry by the cashier
When disabled :
* The cashier can sell items below cost price, which may be allowed in cases like:
* Clearance sales
* Damaged stock
* Management-approved discounts
Q30. What does the “Load Multiple Sales Orders” configuration do?
→ You can refer the same in 'Billwise Itemwise Sales Detail report' in the 'Order No' and 'Converted From' columns.
→ If the configuration is disabled, you can able to convert a single Sales Order only in Sales Bill screen.
Q31. What happens if “Show Landing and NetCost in LOV” configuration is enabled?
→ If you disable the respective configuration, the 'Landing and Net Cost' will not be display in the in the LOV (List-of-Values) when selecting items in outward transaction screens.
Impact Screen : It will be enabled in Sales Quotation, Sales Order, Delivery Note and Sales Bill screens.
Q36. What is the “Enable expiry offer” configuration for?
→ Disabling this configuration allows for standard billing of items until their designated expiry date. This ensures consistent revenue generation for expiring products or services within the specified timeframe.
Q37. What does “Restrict multiple offers on single item” configuration do?
A37. If this configuration is enabled, and there are multiple offers defined for a single item in the “Promotion Management” screen, then while making a Sales Bill you can apply multiple offers on that item separated by commas(,) between the offer IDs. If disabled, you can apply only one offer at a time per item (or per bill, depending on offer type).
→ If you select this configuration as 'None', the offer will apply only for the lowest entered offer code.
Q39. What happens when “Dont print TO” configuration is enabled?
→ If you disable, after saving, the system will show the pop-up as "Do you want to Print". Then click 'OK' to print the respective Transfer Out invoice.
Q42. What is the “Enable E-Invoice” configuration used for?
A42. This configuration is used to generate an e-invoice (with IRN — Invoice Reference Number) for GST-registered customers, in line with government regulations. You can choose between:
Manual — Then you manually generate the e-invoice in the “GST E-filing” screen.
Auto — Then, based on your portal and government-compliance configuration, the e-invoice is automatically generated with IRN details when the outward transaction is processed.
→ For the entire flow of E-Invoice we can refer the attached 'E-Invoice link'.
→ Once the E-Invoice generated in POS report you can refer the 'E-Invoice Status and E-Invoice IRN' columns from 'Reports → Sales → Sales → Daily Sales Report[Bill no wise]'.
→ Also to generate manually and to check the status/details, go to 'Tools → Integrations → GST Efiling → Login with the POS user → Click "E-Invoice" on right top'.
Q43. What does “Show Zero stock in Sales Order/Quotation” configuration do?
A43. If this configuration is enabled, when loading items in Sales Order or Sales Quotation screens, the item-list will include items with zero stock (i.e. out-of-stock items).
→ If disabled, items with zero stock will be omitted from the list so only in-stock items will appear.
Impact Screen : It will be applicable only in Sales Order and Sales Quotation screens.
Q45. What is the use of the ‘Validate rate against minimum selling price (MSP)’ configuration?
FAQ Questions for "Validate rate against minimum selling price (MSP)" :
Q1. What happens if MSP is not defined for an item?
Answer : If MSP is not defined (left blank or zero), the system will not restrict the selling rate for that item during billing, even if the validation configuration is enabled.
Q2. Is MSP validation applicable to all sales transactions?
Answer : Yes, MSP validation is applicable to all sales billing transactions, we can't set customer-wise.
Q3. Will MSP validation work for barcode-based billing?
Answer : Yes. If the selling rate fetched through barcode billing is below the MSP, the system will still restrict the transaction and display the validation message.
Q4. Can we set the MSP restriction as user-wise?
Answer : Yes. Its a user-wise configuration. Kindly go to 'Tools --> Configuration --> Userwise Configuration'.
Q5. Can MSP be updated in bulk?
Answer : Yes. MSP values can be updated through bulk 'Item Update Migration', depending on the system’s item master import functionality.
Q6. Does MSP validation affect returns?
Answer : No. MSP validation is applicable only for sales billing. It does not affect sales returns.
Q7. What message is shown when MSP validation fails?
Answer : The system displays the message: “Rate should not be less than MSP”.
Q8. Is MSP applicable for item-wise or category-wise pricing?
Answer : MSP is defined and validated item-wise. Category-level MSP is not supported
Q9. Why should a business enable MSP validation?
Answer : MSP validation helps:
* Prevent unintended under-pricing
* Maintain minimum profit margins
* Avoid billing errors by sales staff
* Ensure pricing policy compliance
Q46. What is the purpose of the ‘Sales Return approval required’ configuration?
→ A user cannot approve their own return.
→ If you disable this configuration, after the Sales Return without approval the return process will be completed.
Q48. What does ‘Save advance order bill type as AD’ configuration do?
A48. If you enable this configuration, if an advance payment is made in a Sales Order, the bill’s tender type will display as AD to indicate the advance paid.
→ If disabled, the original payment mode (like Cash (CA) or Credit (CR)) displays as usual.
Note : For the Credit Sales Order bill the type will be show as CR if payment done in advance also.
→ You can also refer the column 'Bill Type' at 'Daily Sales Report[Bill no wise]'.
Q50. What is the purpose of the ‘Search based on Mobile Number in Outward’ configuration?
→ As we are restricting the duplicate mobile number in Customer Master only one customer will be fetch.
Note : If you enable this configuration, in the Customer Name field you can only able to enter the numbers if you type the name means it will not work.
→ After enabling this configuration, if entered the mobile number which not available in master, then the QuickAdd screen pop-up will open. We have to enter the customer details and continue the billing.
FAQ Questions for "Search based on Mobile Number in Outward" :
1. Can multiple customers be fetched with the same mobile number?
Answer : No. Since duplicate mobile numbers are restricted in Customer Master, only one unique customer will be fetched for a given mobile number.
2. Can we search the customer by name after enabling this configuration?
Answer : No. When this configuration is enabled, the Customer Name field accepts only numeric values (mobile numbers). Typing a customer name will not work.
3. Is this configuration useful for fast billing?
Answer : Yes. It significantly improves billing speed, especially in retail counters, by quickly identifying customers using their mobile number.
4. Does this configuration affect existing customers?
Answer : No. Existing customers remain unchanged. The configuration only changes the search behavior during sales billing.
5. Will the customer details auto-fill after entering the mobile number?
Answer : Yes. If the mobile number exists and is unique, the system will automatically fetch customer name and related details from the Customer Master.
6. Can this configuration be disabled later?
Answer : Yes. The configuration can be disabled at any time, after which customer search will work normally based on customer name.
7. Does this configuration affect reports or customer history?
Answer : No. It only affects customer search during billing. Reports, customer history, and transactions remain unchanged.
Q51. What is the use of 'Enable Settlement' configuration?
A51. If you enable this configuration, billing sessions require the settlement to be opened before a session can be started. If you try to create a session before opening the settlement you will get the a warning prompt as 'Settlement not opened for the location. Kindly open settelement to open session'. After closing the day-end you have to close the settlement after the session closes.
→ If you have try to open the settlement again for the same day for the respective location means you will get the pop-up as 'Settlment already closed for the date. Unable to open settlement'.
Steps to Open the 'Settlement' :
→ After navigating to 'Settlement' menu, click on 'Open Settlement'.
→ Select the location to which the settlement to be open and click 'Open'.
FAQ Questions for "Enable Settlement" :
1. What happens if “Enable Settlement” is disabled?
Answer : If disabled, users can open billing sessions directly without opening a settlement. Day-end settlement validation will not be enforced.
2. Is settlement mandatory for every billing session?
Answer : Yes. When this configuration is enabled, settlement must be opened before starting any billing session for the location.
3. What happens if the user tries to open a session without opening settlement?
Answer : The system will block the action and show the warning as “Settlement not opened for the location. Kindly open settlement to open session”.
4. Can multiple sessions be opened under a single settlement?
Answer : Yes. Multiple billing sessions can be opened and closed under the same settlement for the day, based on location and configuration.
5. When should the settlement be closed?
Answer : Settlement should be closed only after all billing sessions are closed and the day-end process is completed.
6. What happens if settlement is not closed after day-end?
Answer : If settlement is not closed, the system will allow to continue the billing for the next day.
7. Can a settlement be reopened once it is closed?
Answer : No. Once a settlement is closed for a specific date and location, it cannot be reopened. The system will shows “Settlement already closed for the date. Unable to open settlement”.
8. Is settlement maintained location-wise?
Answer : Yes. Settlement is maintained location-wise, If any user closed the settlement means then it will reflect for other user as well. So the settlement should be maintain from the admin/manager level end.
9. Does this configuration help in cash control?
Answer : Yes. It ensures proper cash and payment reconciliation, prevents unauthorized billing, and improves financial control.
10. Who is allowed to open or close settlement?
Answer : Only users with the required role and permission can open or close settlements.
11. Does settlement affect payment modes like Cash, Card, UPI?
Answer : Yes. All payment modes are captured and reconciled as part of the settlement process.
12. Can settlement be used for audit purposes?
Answer : Yes. Settlement provides a clear audit trail of daily sales, payment collections, and session activities.
13. Is this configuration recommended for all retail stores?
Answer : It is highly recommended for multi-counter, high-volume, or audit-sensitive retail environments.
Q52. What does the ‘Don’t allow billing after close settlement after the current date’ configuration do?
A52. When the “Don’t allow billing after close settlement after the current date” configuration is enabled, the system restricts users from creating or editing bills for a date once the settlement for that date has been closed. Billing is allowed only for the current open settlement date.
This ensures that no backdated or post-dated transactions are performed after day-end settlement closure, maintaining financial and audit accuracy.
Note : Its a location wise configuration, if you close the settlement for LocationA from the user1 means you can't open the settlement from from user2. Once the settlement is closed for a location it will be reflect for all users.→ If you disable this configuration, after the settlement close the store person can continue the billing for the same day.
FAQ Questions for "Don’t allow billing after close settlement after the current date" :
1. Why should we enable this configuration?
Answer : It helps maintain financial discipline by preventing billing after settlement closure, ensuring accurate daily sales and audit compliance.
2. Can we create bills for previous dates after closing settlement?
Answer : No. Once the settlement is closed for a date, the system blocks billing for that date if this configuration is enabled.
3. Does this affect the current day’s billing?
Answer : No. Billing is allowed for the current date as long as the settlement is open.
4. What happens if a user tries to bill after settlement is closed?
Answer : The system will restrict the action and show a warning message, indicating that billing is not allowed after settlement closure.
5. Can this restriction be overridden by any user?
Answer : No. This restriction applies system-wide, regardless of user role, unless the settlement is reopened by an authorized user.
Q53. What is the purpose of the ‘Daywise cash tender limit for each customers’ configuration?
A53. The “Daywise cash tender limit for each customers” configuration is used to restrict the maximum amount of cash a customer can pay in a single day. The system tracks the total cash received from a customer across all bills on that day and prevents further cash payments once the defined limit is reached. This helps retailers control cash transactions, reduce risk, and ensure compliance with internal and statutory cash-handling policies.
As an example : I have set the cash limit as Rs.1000/- and then tried to do the billing more than Rs.1000/- in cash. This will be restricted for without customer billing as well.
→ If the cash limit is set zero then we can do the cash billing without any limitations.
FAQ Questions for "Daywise cash tender limit for each customers" :
1. Is the cash limit applied per bill or per day?
Answer : The limit is applied per customer per day, irrespective of the number of bills generated.
2. What happens if the customer exceeds the daily cash limit?
Answer : The system restricts cash payment and prompts the user to select an alternative payment mode such as UPI, card, or bank transfer.
3. Does this configuration affect non-cash payment modes?
Answer : No. The restriction applies only to cash payments; other payment modes are not impacted.
4. Can different customers have different cash tender limits?
Answer: Yes. The cash tender limit can be configured customer-wise, allowing flexibility based on customer type or policy.
5. Why is this configuration important in retail billing?
Answer : It helps in controlling high-value cash transactions, improves audit compliance, reduces cash-handling risk, and promotes digital payments.
Q58. What does the ‘Show SO No and Date in Sales/Delivery Note’ configuration do?
→ After converting the respective Sales Order you can check the 'SO No' in 'Billwise Itemwise Sales Detail report'.
→ If this configuration is disable also while converting the Sales Order to Sales Bill the 'SO No' will be fetch in the 'Billwise Itemwise Sales Detail' report'.
Q59. What is the use of the ‘Write off SO after convert as DN/Sales’ configuration?
→ If you require to convert the Sales Order partially with multiple invoice then disable the 'Write off SO after convert as DN/Sales' configuration so that the remaining items and quantity will be available for further invoicing the respective Sales Order in Sales Bill.
→ In Sales Order Summary report instead of write-off it will show the original status as like Pending(If not converted), Partial Delivered(If partially converted) and Delivered(Fully converted).
Q62. What is the use of the 'Enable Session Denomination' configuration?
→ If you disable this configuration, instead of denomination we have to select the branch and enter the opening amount while opening the session and closing amount while closing the session.
→ To verify the 'Session Management' reports you can go to "Reports → Sales → Sales Analysis → Session Report".
Related Articles
Business Configuration[Process Outward]
Process Outward Configuration Purpose : The configurations present in the Outward tab allows to enable or disable functionalities that are common to most of the screens of TruePOS and not specific to any particular module. Steps to access General ...Business Configuration[System]
Business Configuration[System] Q3. What does the “Sales Order Caption” configuration do? Purpose: The Sales Order Caption configuration allows you to change the label displayed for the Sales Order screen, helping tailor the terminology to match ...Business Configuration[Quick Add]
Quick Add Configurations: Purpose:- The configurations present in the Quick Add tab allows to enable or disable functionalities in the Sales bill Quick Add module screen. Steps to access Quick Add Business Configurations:- 1. Navigate to Tools -> ...Delivery Note Configurations
Delivery note configurations will come under 'From the Dashboard, Go to Tools → Configuration → Business Configuration → In Configuration tab → Verify in Outward section', Following are configurations that can change functions, hide or show controls ...Business Configuration[General]
General Business Configuration Purpose:- The configurations present in the General tab allows to enable or disable functionalities that are common to most of the screens of TruePOS and not specific to any particular module. Steps to access General ...