How to create a Sales Bill in RetailEasy On Cloud
Purpose: A Sales Bill is generated in the POS system to record a completed sale transaction.It serves as proof of purchase for the customer, updates the inventory automatically, and helps in maintaining accurate sales and tax reports.
Once the sales bill is generated, the stock quantity automatically reduces in the system.
Pre-requisite:
Ensure you have sufficient stock available.
If needed, create a Purchase Invoice or make an Opening Stock Entry to update your inventory.
Steps to Create a Sales Bill:
1. Specify the Customer Name or press ENTER or Customer and select from Customers pop-up screen.
2 .Repeat the following until you add all the billable items:
Either scan the Item Code or press ENTER in Code to select from the pop-up screen.Enter the billable quantity in Qty.
Click on the Qty of the corresponding item.
Press DELETE. Delete confirmation appears.
Click OK to confirm.
3.Press F6 Save to save the bill.
The payment tender screen appears with the default payment option
Each of the letters in the alphabet list indicates the corresponding payment mode.
For example: Press 'A' for Cash, 'C' for Card, 'D' for Cheque and such like.
Click Ok to save the Bill.
How to add a new Customer through the Sales bill
Go to Sales bill screen -> press SHIFT + F3 and then specify Customer's Name, Address, City, Phone and Email - > Click on "OK"
How to add the Free item in Sales Bill?
Kindly refer the attached link step by step details will be mentioned If required, add the free items.
How to Give "Item-wise Discount" in the Sales Bill Screen?
Specify the "Dis %" or "Disc Amt" against the item (Refer the Screenshot attached)
How to make the customer mandatory in sales bill?
A: Go to Tools ->Configuration ->Business configuration ->"Make Customer Name as mandatory in Sales" ->Enable ->Update.
Q5. How can I search for a transaction based on a mobile number in the outward?
Go to Tools ->Configuration ->Business Configuration ->"Search based on Mobile Number in Outward" - Enable ->Update.
How to accept the split payment details (payments in multiple modes),
Press the key of the first payment mode and specify the amount.
For example:
Press 'W' for Wallet payments and enter the Wallet Amount, WalletNo (Wallet Number), Card No , Wallet RefNo.Press the key of the next payment mode and specify the payment details.
For example:
Press 'C' for Card payments and enter the Card Amount, Card No (Card Number), Card Name and the Approval Code.
Related Articles
How to create a Sales Quotation in RetailEasy On Cloud
Purpose – A Sales Quotation in POS is a provisional document that gives customers an estimated cost of items before purchase. For example, if a customer requests a quotation for monthly groceries worth ₹5,000, the system generates a quotation that ...How to View sales bill in RetailEasy On Cloud
Purpose:Viewing the sales bill helps to view the bill details from the screen of all the details. We can also take a print out from the view sales bill mode. Steps to View a Sales Bill 1.Navigate from "Dashboard" -> Sales > Sales Bills, 2.Click on ...How to Reprint a Sales Bill in RetailEasy On Cloud
Reprint a Sales Bill To reprint the details of a Cancelled or Delivered Sales Bills After clicking Sales > Sales Bills, Press F7 or click View. Bill Details pop-up appears. The Type indicates payment type i.e CA ~ Cash, CC ~ Credit Card, CH ~ Cheque, ...How to Create Sales Bills for Delivery Notes in RetailEasy On Cloud
Purpose:The purpose of converting a Delivery Note to a Sales Bill is to finalize the sales transaction by invoicing the customer for the delivered items. This step ensures that the billing process is completed, reflecting the products or services ...How to credit Sale Bill in RetailEasy On Cloud
Purpose of Credit Bill - Credit Bill is used when the customer purchases goods on credit instead of making immediate payment. It allows to record the sale and track the outstanding amount to be collected later. This is mainly used for regular or ...