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 Configurations :

1. Navigate to Tools → Configuration → Business Configuration

2. Under the Configurations tab, click on the Process Outward tab and all the configurations under this tab will be listed.

Q1. What does “Allow to Select Multiple DN in Sales” mean?

Answer : This configuration allows the user to select more than one Delivery Note (DN) while creating a single Sales Invoice. Instead of billing each DN separately, multiple open DNs for the same customer can be combined into one bill.

→ This helps in faster billing, reduced paperwork, and better invoice management.

Steps to select multiple DN in Sales screen :

1. Navigate to 'Sales' from Dashboard

2. Select the customer

3. Press 'Shift+F7' to load the SDN, it will list the respective DN of the selected customer and select the multiple Delivery Note which to be convert as Sales Bill and press enter.

4. Proceed further to Save the bill along with tender details.

5. You can verify the DN number and Sales bill number in which it has been converted in 'Sales DeliveryNote Summary' report.

FAQ for "Allow to Select Multiple DN in Sales" :

1. Why should I use the “Allow to Select Multiple DN in Sales” option?  

Answer : This option is useful when a customer receives goods through multiple delivery notes and wants one consolidated invoice. It saves time, avoids duplicate bills, and simplifies customer accounting.

2. Can I select multiple DNs for different customers in one sales bill?  

Answer : No. You can select multiple DNs only for the same customer. The system will not allow combining DNs belonging to different customers in a single sales invoice.

3. What happens to item quantities and rates when multiple DNs are selected?  

Answer : All items from the selected DNs are automatically fetched into the sales bill with their respective quantities, rates, and taxes. The system consolidates them accurately in one invoice.

4. Will the selected Delivery Notes be closed after sales billing?  

Answer : Yes. Once the sales invoice is successfully generated, all the selected Delivery Notes will be automatically closed and linked to that sales invoice, preventing reuse.

5. Are there any conditions or restrictions to use this feature?  

Answer : Yes.

• The DNs must be open/not billed

• All DNs must belong to the same customer

• Item, tax, and pricing rules applicable in Sales will be validated during billing

If any DN does not meet the conditions, the system will restrict selection.

6. What will happen if you return/cancel the respective converted Sales bill

Answer : If you return you can make the sales bill again for the respective customer based on the return tender mode. If you cancel the respective bill again it will revert to Delivery Note so that you can re-convert again if require.

7. What will happen if the respective configuration is disabled?

Answer : If you disable the respective configuration, you can able to convert only one Delivery Note in sales in single invoice.

Q2. What is the use of 'Sale Return Based on Bill No'?

Answer : The “Sale Return Based on Bill No” configuration in POS defines whether a sales return must be processed by referencing the original sales bill or can be done without selecting a bill number.

--> This setting helps retailers control return accuracy, audit compliance, and misuse.

Sale Return Based on Bill No – Enabled

--> When this configuration is enabled, the POS mandatorily requires the original Bill Number to process a sales return against the respective customer. All item details are automatically fetched from the original bill.

Sale Return Based on Bill No – Disabled

--> When this configuration is disabled, the POS allows manual sales returns without referencing the original Bill Number. Bill Number is not mandatory, they can select the customer and items then proceed to do the Sales Return.

FAQ for "Sale Return Based on Bill No" :

1. Can partial quantities be returned?

* Yes. Partial returns are allowed, but only for items present in the original bill.

2. Can rate or tax be modified during return?

* No. Rate and tax values are locked and cannot be edited.

3. What if the customer does not have the Bill Number?

* Then we can disable the Sales return based on bill number configuration and continue the return without the history

4. When should the without bill no option be used?

* This option is suitable for lost bill scenarios, old bills, or exceptional cases.

Q5. What is the purpose of the "Roundoff Option" configuration?

Answer : The Round-off Option in POS system controls how the final bill amount is adjusted when the total includes decimal values. This helps ensure easy cash handling and standardised billing.

The available options are :

1. None

* No rounding is applied.

* The bill amount remains exact, including all decimal values.

Example:

Bill Amount : ₹125.67

Final Amount : ₹125.67

2. Lower

* The bill amount is rounded down to the nearest whole number.

* Decimal values are ignored.

Example :

Bill Amount : ₹125.67

Final Amount : ₹125.00

3. Near

* The bill amount is rounded to the nearest whole number.

* Decimals 0.50 and above are rounded up; below 0.50 are rounded down.

Example :

₹125.49 → ₹125.00

₹125.50 → ₹126.00

4. Upper

* The bill amount is always rounded up to the next whole number.

Example :

Bill Amount : ₹125.01

Final Amount : ₹126.00

FAQ for "Roundoff Option" :

1. Where is the Round-off option configured in POS?  

* The Round-off option is configured in POS Settings / Billing Configuration and applies automatically during billing.

2. Does the round-off apply to tax or total bill amount?  

* The round-off is applied only on the final bill total, after calculating item prices and taxes.

3. Which round-off option is recommended?  

• Digital payment stores: None

• Cash-heavy stores: Near

• Revenue-focused businesses: Upper

• Customer-friendly pricing: Lower

→ You can refer the same in 'Daily Sales Report [Bill no wise]' for sales transactions in the column of 'Round off'.

→ If the respective configuration is disabled, the total amount will remains the same with decimal value.

Impact Screens : Sales Quotation, Sales Order, Sales, Delivery Note

Q6. What is the purpose of "Roundoff Paise" configuration?

Answer : The Round-off Paise configuration in the Retail POS system controls how the final bill amount is rounded during billing. This helps businesses handle small denomination differences and ensures smooth cash and digital settlements.

→ Based on the selected option, the system will automatically round the payable amount at the time of invoice generation.

Available Roundoff Paise Options   :

1. None  

• No rounding is applied.

• The bill amount is calculated and displayed with the exact paise value.

• Example: ₹ 125.47 remains ₹ 125.47.

2. 100 Paise  

• Rounds the amount to the nearest ₹ 1 (100 paise).

• Example:

• ₹ 125.40 → ₹ 125.00

• ₹ 125.60 → ₹ 126.00

3. 10 Rupees  

• Rounds the final amount to the nearest ₹ 10.

• Example:

• ₹ 123 → ₹ 120

• ₹ 127 → ₹ 130

4. 5 Cents  

• Rounds the amount to the nearest 5 cents (₹ 0.05).

• Example:

• ₹ 125.42 → ₹ 125.40

• ₹ 125.48 → ₹ 125.50

→ You can refer the same in 'Daily Sales Report [Bill no wise]' for sales transactions in the column of 'Round off'.

→ If the respective configuration is disabled, the total amount will remains the same with decimal value.