How to Edit Sale Bill in ServeEasy (Supermarket)?
Purpose: The main purpose of editing a sale bill is to record any changes happened in the sales invoice.
Business Scenario: There can be many scenarios when your user has unintentionally saved a sale bill for another customer instead of the real one. So in this case you might have need to edit the bill & update your records. Similarly, if you want to edit the quantity of any item, change the tender type of the bill etc. These all changes can be done by editing a sale bill.
Let's see the process to edit a sale transaction
Steps to Edit a Bill:
Step1: Go to Sales > Bill Entry.
Step2: Click on 'Bill Edit'.
Step3: An 'Invoice Filter' will be shown where you will mention the date for which the bill has to be edited. Then click on 'Ok'.
Step4: A 'Sales Bill Detail' window will appear where you will select the particular bill which has to be edited.
Step5: Now click on the customer name field & press 'Delete' key to delete the existing customer name.
Step6: Then press 'Enter' on the 'Name' field.
Step7: From 'Customer LOV', select the customer name (which has to be updated in the invoice).
Step8: Simply click on 'Tender' to save the transaction.
Conclusion: In this way you can edit the sale transaction & it will be saved in your records.
FAQ's
1. Can I edit that bill against which I have received the return from the customer?
Ans: No, if the Sales Return Transaction has been proceeded then it will not be edited.