How to enable different Ship From in Sales Quotation
This feature is applicable only when managing multiple branches in TruePOS. TruePOS allows you to create a Sales Quotation in one branch while shipping stocks from a different branch.
Steps to Enable Different Ship From in Sales Quotation
Configuring Business Settings
Before creating a Sales Quotation with different Ship From branches, configure TruePOS as follows:
Navigate to Tools > Configuration > Business Configuration.
Search quotation and select the checkbox 'Show Ship From branch in SO and Quotation'.
Click Save to save the changes.
Steps to creating a sales Quotation with Different Ship From Branch
Ensure the customer branch is set to ‘GLOBAL’ in the Customer Master screen. To verify, navigate to Master → Customer, search for the customer, and click the Edit icon next to the customer name.
From Dashboard, Navigate to the Sales → Sales Quotation.
Specify the Customer Name or press ENTER to select from the Customer pop-up screen.
Specify the Stock Delivery Date.
Select the Stock Delivery branch from the Ship From list.
Select the Ship From branch.
Add items to the quotation:
Either enter the Item Code or press enter on the Code field to select item from the LOV.
Enter the sales quantity in the Qty field.
Press F6 or click Save to save and print the quotation.
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