How to create Sales Order in RetailEasy on-cloud (TruePOS)?

What is the sales Order & How to create sales order

Purpose -

A Sales Order is an entry sent to your customers confirming the items and prices of a sale. A sales order is usually created after a quotation is accepted by your customers and your items are ready to be shipped or delivered to your customers.

Using the Sales Order, you can also convert a sales quotation as sales order, revise (i.e. adding new order items or deleting an order item from an order) or cancel a sales order.

Pre-requisites:

Before you can create a Sales Order in TruePOS, please ensure the following:

• A customer name is mandatory. Customer details can either be created in the Customer Master screen or quick add (which is available in the Sales Order screen by clicking the Quick Add button).

To process a sales order, the relevant items must first be created in the item master.

How to create sales order - 

1. Go to Sales >> Sales Order.
   
2. Focus the courser on Customer Name >> press ENTER and select from the Customer's LOV screen.
   
   

   To add a new Customer, press SHIFT + F3 and then specify the Customer's Name, Address, City, Phone, and Email

   .
   
   
3. To include an item in the same Sales Order >> Enter the item code >> press ENTER in item Code to select the item from item LOV
   
4. Repeat the following until you add all the items that the customer ordered
   
   
   
   
5. Enter the ordered quantity in Qty.
   
   
   
   
6. Specify the bill-wise Disc % (Cash Discount Amount) or Disc Amount (Cash Discount Amount), if any
   
   
   
   
7. Specify the Remarks or Messages for reference.
   
   
8. Press F6 or click Save.
   
   
   
   
9. Payment Tender screen appears with the default payment option as 'Credit'.
   
   If the Customer paid any cash advances (in terms of Cash, Credit Card or Cheque payment), specify the details.Else, save the payment in 'Credit'.

Each of the letters in the alphabet list indicates the corresponding payment mode.

For example:

Press 'A' for Cash, 'C' for Credit Card, 'D' for Cheque and such like.

Click Ok to create the sales order. The Sales Order No appears as shown below:

Reports -  Report >> Sales >> Orders And Quotation >> Sales Order Summary Report >> Sales >> Orders And Quotation >> Sales Order Detail

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