How to edit a Sales Bill in RetailEasy7?
The Sales Bill is a document that gives information about the product purchased by the customer and also transfers ownership of the goods to the customer.
Purpose of Sales Bill Edit in RetailEasy7:
In case your Sales Bill needs to be corrected related to price, quantity, tender type, discounts, and customer information, you can use the Sales Bill edit option to make the necessary changes.
Benefits of Sales Bill Edit:
Editing the Sales Bill has the following benefits,
Sales bills can be corrected when errors are found.
The Customer Name or Bill Date can be updated if it is missing.
Extra discounts can also be offered if needed.
A Guide to edit the Sales Bill in RetailEasy7:
Step 1: Navigate to Sales -> Sales Bill.
Note: It is not possible to edit a Sales Bill after it has been paid.
Step 2: Click on Bill Edit in the function keys.
Step 3: To select the particular Sales Bill that needs to be corrected, please enter the bill date, Customer name, Counter number, Bill prefix, or Bill number from the available filters.
Step 4: By entering the Sales Bill information, you can load the Sales Bills that match your search. Choose the Sales Bill you would like to edit.
Step 5: Make the necessary changes to the Sales Bill and click on Save.
Note: By using Tender type, We can store the payment type based on the customer's transaction, such as Cash, Cheque, Credit or Voucher. This allows us to identify and separate customers based on their Tender type.
Step 6: It is also possible to change the Tender type before saving the final copy of the Sales Bill.
With this method, you can edit the Sales Bill, correct the information, and also change the Tender type, which will be helpful in editing an incorrect Sales Bill.
Please refer to this video for further reference,
Related Articles
Edit Sales Bill after Generating Scheduled Register
Edit Sales Bill after Generating Scheduled Register Purpose: Flexibility: Allowing edits to sales bills after generating a scheduled register provides flexibility in case of errors or changes that need to be made to sales transactions. Benefits: ...Sales return support with serviceable item involved sales bill (After sale for tailoring service)
Sales return support with serviceable item involved sales bill (After sale for tailoring service) Purpose: To allow retailers to process sales returns for items that have been serviced by a customer. This can be useful for retailers who offer ...Estimation Bill Number Generation
Estimation Bill Number Generation Purpose: To provide a unique identifier for estimates or quotations given to customers. This feature can help businesses track and manage their estimates and make it easier to convert them into actual sales orders. ...Optical Out Attribute in Sales
Optical Out Attribute in Sales Purpose: When we market optical products, such as glasses and contact lenses, as medical devices that correct vision. Then, according to a doctor's prescription, this Out Attribute in Sales reflects to record the ...Generating Serial Number during Sales
Generating Serial Number during Sales Purpose & Benefits: The purpose of generating a serial number during the sales in RetailEasy Electronics POS is to uniquely identify each product sold. This can be helpful for many reasons, including: Tracking ...