Load SO function key in Purchase screen

Purpose:

The purpose of the "Load SO (Sales Order) - Purchase" screen in RetailEasy POS is to allow the user to load a previously created sales order into the point-of-sale system for further processing, such as adding or removing items, modifying quantities, or updating prices.

This feature is particularly useful in a retail environment where customers may place an order in advance for pickup or delivery at a later time. With the "Load SO - Purchase" screen, the retailer can quickly and easily retrieve the customer's order and make any necessary adjustments before finalizing the sale.

Benefits:

- The "Load SO - Purchase" screen allows retailers to quickly and easily retrieve a customer's sales order, eliminating the need to manually enter the order details again.

- By loading a sales order from a previous transaction, the retailer can ensure that the correct items, quantities, and prices are applied to the new transaction, reducing the risk of errors or misunderstandings.

- The ability to retrieve a customer's sales order and modify it as needed can improve the customer experience by providing a convenient and efficient way to process orders.

Steps to process for Load SO function key in Purchase Screen:

Step 1: Go to Sales > Sales Order

 Step 2: Sales Order screen will appear. Click on 'Load MR/TI' function key. To generate the Sales Order from various segments to choose will appear. From the shown list, Press '1' and click Ok to Load SO from Purchase.

Step 3: Sales Order - Load from Purchase screen will appear. Choose the Item from LOV.

Step 4: Item will be listed. Click Save > Yes.

 Conclusion:

In conclusion, the "Load SO (Sales Order) - Purchase" function key in RetailEasy POS can be a valuable tool for retailers looking to streamline their sales and inventory management processes. By allowing users to retrieve sales orders from previous transactions quickly and easily, the function key can help to save time, improve accuracy, enhance customer service, increase sales, and streamline inventory management.

FAQ's:

1. Can I modify a sales order once it has been loaded?
   Yes, once a sales order has been loaded into the POS system, you can modify it as needed. This includes adding or removing items, adjusting quantities, or updating prices.

2. What happens to inventory levels when a sales order is loaded?
   When a sales order is loaded into the POS system, the inventory levels associated with the items on the order will be automatically adjusted to reflect the pending sale. This helps to ensure that the retailer has accurate inventory records and can avoid overstocking or stock-outs.

3. Can I cancel a loaded sales order?
   Yes, you can cancel a loaded sales order before it has been finalized by selecting the "Cancel" function key on the POS screen. This will remove the sales order from the system and restore any affected inventory levels.

4. Can I track the status of a loaded sales order?
   Yes, you can track the status of a loaded sales order by selecting the "Sales Orders" function key on the POS screen. This will display a list of all open sales orders, including those that have been loaded into the system but not yet finalized.