How to enable the sales edit for the user and its configuration?

Purpose :-  Sales edit in Servquick helps you to edit the Sale bill i.e Invoice which is already created

1. Improved efficiency: Allowing users to edit sales data and transactions can improve the speed and efficiency of the sales process, as they can quickly make necessary changes without having to involve a manager or administrator.

2. Enhanced accuracy: Sales editing permissions enable users to correct errors or make updates to sales data in real-time, reducing the likelihood of mistakes or discrepancies in sales records.

3. Increased accountability: By giving users the ability to edit sales data, you can hold them accountable for their sales performance and ensure that they are taking responsibility for their work.

4. Customization: Sales editing permissions can be configured to restrict or enable access to specific types of sales data or transactions, allowing you to tailor the user's level of access to fit their job responsibilities.
   

Benefits :-  Enabling sales editing permissions for users can help streamline the sales process, reduce errors, and improve accountability and customer service, ultimately leading to increased productivity and profitability.

Steps :- 

Step 1 : Go to Sales Screen-->More Option-->choose Edit Sale

Step 2 : Choose the Invoice from the list and you will be redirected to the cart in sales screen 

Note : It only displays all the bills made in the current session and also credit bills and refund bills cannot be edited

Step 3 : Based on the invoice selected  you can do the following changes to the Invoice,

• Can remove or add new item to the cart
• Can add or remove customer and edit the filed like Item quantity,variant,discount,modifier,order type,tender type and selling price
  

ALLOW SALES EDIT

Purpose: This "Allow sales edit" Configuration helps to edit the sales bill which made in the old session.

Real Time Scenario: The sales bill made before a month or a week or before a long time back ,That sales bill can be edit if this respective configuration Enabled.

Note: The "ALLOW SALES EDIT" Configuration can be enabled for only Admin user , For other user the configuration will not be showing.

To Enable "ALLOW SALES EDIT" Configuration

Step 1: Go to user ->edit the user ->Enable the "ALLOW SALS EDIT"->Update.

Step 2:Go to Sales Screen-->More Option-->choose Edit Sale

Step 3: Choose the "From Date " and "To Date" to Filter the Invoices and  Can be Filtered based on the "Invoice number"

 Select the Invoice  from the list and you will be redirected to the cart in sales screen.

 Note : In the Date filter option,  From the selected Date It will allow to set the To date Maximum as 10 days.

Note : If edited the old session sales bill , The amount will be reduced from the old session , and added on the new session sales amount.

Step 4 : The Audit report will listed out with number of time the sale edit is done against a particular Invoice

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