How to add New Shipping Address in RetailEasy On Cloud
Steps to Add Multiple Address
Enable the 'Enable Multiple Address for Customer and Supplier' configuration to add multiple addresses to Customer master and click Save.
Steps to Add Multiple Contact Details
1.Go to Master → Customer Master → Edit the respective customer and navigate to 'Contact Details'
2.You can able to see the 'Add New Contact' and fill in the address
details and update.
3. You can also use the 'Shipping' in the Sales Quotation screen by pressing 'Shift+F11' and add the additional shipping address.
Frequently Asked Questions (FAQs)
What is the purpose of using different Ship From in Sales Quotation?
This feature allows businesses to create quotations from one branch while delivering stock from another branch, ensuring better stock management and fulfillment flexibility.
How to delete an item in Sales Quotation?
To remove an item from a quotation:
Click on the Qty field of the corresponding item.
Press the Delete button. A confirmation message will appear.
Click OK to confirm the deletion.
Why is the 'Ship From' option not visible in my Sales Quotation?
Ensure that the setting 'Show Ship From Branch in Sales Order and Quotation' is enabled under Tools > Configuration > Business Configuration > Process Outward section.
Can I use this feature if I manage only one branch?
No, this function is applicable only when you manage multiple branches in TruePOS.
Why is the Customer branch required to be 'GLOBAL'?
Setting the Customer branch to 'GLOBAL' ensures that the quotation can be fulfilled from different branches instead of being restricted to a single branch.
Can I modify the 'Ship From' branch after saving the quotation?
No, once a quotation is saved, the 'Ship From' branch cannot be modified. You must create a new quotation if changes are required.
What happens after I create the Sales Quotation?
Once the quotation is created, the Delivery Note is generated from the Delivery Branch, and a Sales Bill is created accordingly.
This document provides a detailed guide to efficiently managing different Ship From branches in TruePOS Sales Quotation. Ensure the necessary configurations are in place before using this feature.
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