General
Change Selling Location Wise
Purpose : Change selling facilitates to change the selling price and MRP of the items. The selling price of the products will change more often in accordance with market change. Especially, the prices of the items in supermarkets and grocery stores ...
How to perform Barcode printing for Repack Items
Purpose :Repacking refers to the process of converting bulk packages into smaller units (e.g., packing sugar from a 100kg bag into smaller packets such as 1kg, 500g, 100g, etc.), based on customer demand. This process is commonly used in ...
Sales Target vs Salesman
Purpose: The created sales targets can be assigned to salesmen, and we can configure the current year sales targets for each salesman by comparing them with last year's targets. Steps to Map Sales Target Vs Salesman 1.Navigate to Sales → More → Sales ...
How to add Advance amount and adjust the amount against the invoices
Scenario: A customer ABC provides you an amount Rs.1000 as credit so that they can purchase for the amount separately like Rs. 500, Rs. 400, Rs.100. Later you will adjust the amount for each invoice. Steps to add Advance amount and adjust the amount ...
How to Inactivate Calamity Cess
INACTIVATION OF CALAMITY CESS : What is Calamity cess? In accordance to Kerala flood, The government has decided to impose calamity cess to help the flood-affected people for reconstruction, rehabilitation and compensation. The state government will ...
How to give discounts in Sales in RetailEasy On Cloud
With TruePOS, you can drive your business sales through product discounts and cash discounts. While creating Sales Quotation, Sales Order, Delivery Note or Sales Bill, you can give discounts to your customer Item Discounts During sales, TruePOS ...
FAQ of Sales Bill
1) How to check the Hold bill in reports Go to Reports > Sales > hold transactions > hold bill details 2) If you are using session management, we cannot close the session without clearing the holds bills Yes , we can't close the session without ...
How to Hold and Recall Sales bill in RetailEasy On Cloud
Purpose: A customer for whom you are billing in the counter, suddenly remembers that they forgot to add another item to the cart. So they will excuse themselves and leave the counts. Already added 20+ items in sales screen, it is not feasible to ...
How to Reprint a Sales Bill in RetailEasy On Cloud
Reprint a Sales Bill To reprint the details of a Cancelled or Delivered Sales Bills After clicking Sales > Sales Bills, Press F7 or click View. Bill Details pop-up appears. The Type indicates payment type i.e CA ~ Cash, CC ~ Credit Card, CH ~ Cheque, ...
Ingredient Price Update
Ingredient Price Update Purpose:You can now update the price of Ingredient items used in Kit items directly from the Inventory module in TruePOS.Additionally, ingredient items can also be printed on bills. Steps Included :- 1.Firstly we have to ...
How to add Transporter Details in Sales screen in RetailEasy On Cloud
To save the shipping Carrier or Transporter details of the Bill There will be a need when at the time of billing, you get the Transporter details. But now, You have added 50+ items and it is not possible to clear all and add it again. Hence we have ...
How to View sales bill in RetailEasy On Cloud
Purpose:Viewing the sales bill helps to view the bill details from the screen of all the details. We can also take a print out from the view sales bill mode. Steps to View a Sales Bill 1.Navigate from "Dashboard" -> Sales > Sales Bills, 2.Click on ...
How to Make Bills for Assembly Items
Purpose : An assembly is made up of other items in your inventory; so when you build an assembly item, you can only build as many as you have components Steps to Make bills for Assembly Bills: Click Sales> Sales bill. Type item code or item name or ...
How to Convert Multiple Sales Order to Sales Bill in RetailEasy On Cloud
Purpose: The feature allows multiple sales orders from a single customer to be consolidated into a single invoice. This streamlines the billing process for customers with multiple orders. It ensures efficiency by generating one invoice instead of ...
How to Create Sales Bill for Sales Orders in Retaileasy On Cloud
Purpose: Sales order to sales bill conversion allows you to generate a bill based on an existing sales order. It tracks the items and quantities being fulfilled. This process ensures accurate billing and inventory management once the order is ready ...
How to create Sales Bill for interstate Customer in RetailEasy On Cloud
Prerequisites : Enable the Configuration (Show Sales Type ) Path - In Tools > Configuration > Business Configuration > Outward section, the Show Sales Type check box is selected and click on save. Steps To Create Interstate sales 1. In Master > ...
How to do Credit Bill Adjustment and see receivable summary report in RetailEasy On Cloud
Purpose : The purpose of a credit bill adjustment is to ensure the customer's credit balance reflects the accurate amount, user can adjust the credit by partial or full payment adjustments. This helps maintain accurate financial records. Steps to ...
View Account Receivables Summary Report
The Accounts Receivables reports are to enable you know how much your customers owed to you for goods and services that you provided them on credit; in addition to it, you can analyze your stores receivables by viewing the number of credits in ...
How View Account Receivables Summary Report
Purpose : These reports show how much customers owe you for goods or services you've provided on credit. They also help you track overdue payments by breaking them down into categories: 0-30 Days 31-60 Days 61-120 Days Over 120 Days This way, you can ...
How to credit Sale Bill in RetailEasy On Cloud
Purpose of Credit Bill - Credit Bill is used when the customer purchases goods on credit instead of making immediate payment. It allows to record the sale and track the outstanding amount to be collected later. This is mainly used for regular or ...
How to do Sales Return Cancel RetailEasy On Cloud
Sales Return Cancel refers to the reversal of a previously recorded sales return. It is done when the return was made by mistake or the customer decides to keep the product. Canceling the return updates inventory and accounting records, ensuring ...
How to Create a Delivery note Return in RetailEasy On Cloud
Purpose – A Delivery Note Return is created when a defect or mismatch is identified in the products delivered to the customer. Using the Delivery Note Return screen, you can record all the stock returned by the customer against the corresponding ...
How to Cancel a Delivery Return Note
Purpose : If a Delivery Note has been wrongly returned means we can cancel the respective Delivery Note. So that the status and stock will be revised. Note : You cannot restore a delivery return after cancellation. How to Cancel a Delivery Return ...
Delivery Note Reports
You can verify the Sales Delivery note status and Other details regarding your Delivery note from the following reports: Sales Delivery note summary Sales Delivery note detail Sale Delivery note Summary The Sales Delivery note Summary report displays ...
Delivery Note Configurations
Delivery note configurations will come under 'From the Dashboard, Go to Tools → Configuration → Business Configuration → In Configuration tab → Verify in Outward section', Following are configurations that can change functions, hide or show controls ...
How to Import Sales Quotation in RetailEasy On Cloud
How to add multiple items for a particular customer in a Sales Quotation? In the Sales Quotation screen, you can use the Import SQ option to add multiple items for a customer. Steps: Select the Customer and Press Shift + F2 Import SQ option to open ...
Function Key Mapping in RetailEasy On Cloud
Purpose: It allows users to customize key combinations for various functions such as New, Edit, Clear, Save, Exit, and View. Note: It is advisable to use default function keys as they are, but if they are inconvenient, they can be modified. Steps to ...
How to Edit a Sales Quotation in RetailEasy On Cloud
Steps to Edit a Sales Quotation Navigate to Sales → Sales Quotation. Press F4 or click the Edit button. A list of quotations eligible for editing will be displayed. Select the Quotation No, you want to edit. The quotation screen will display the ...
Sales Return
Create a Sales Return A sales return occurs when a customer returns goods previously purchased due to defects, damage, or dissatisfaction. The seller reverses the original sale, updating inventory and accounts accordingly. It's recorded in the books ...
GST Consent Confirmation
Purpose : This is for the confirmation of Government GST compliance guideline update of tax% for products and its effective from September 22nd 2025. Note : The OTP will be send to the registered mobile number which available in the Tools → Addon ...
Mapping of Function keys
Purpose: It allows users to customize key combinations for various functions such as New, Edit, Clear, Save, Exit, and View. Note: It is advisable to use default function keys as they are, but if they are inconvenient, they can be modified. Steps to ...
Digital Invoice (Send invoice PDF to customer via SMS)
Digital Invoice Purpose: A digital invoice is an electronic version of a traditional paper receipt or bill. Instead of receiving a printed copy at the point of sale, customers receive a secure link to their invoice via SMS. This link directs them to ...
External POS Master [RPA]
Purpose -The purpose of this screen is to allow mapping of columns from External POS applications CSV or xls files to the respective migration master fields in our POS system. There are two steps in this process : 1.Create an External POS in the ...
Franchise
A franchise is a third party retail outlet who buys the rights of business logo,name,branding and model from the actual owner. For example, XYZ is a restaurant with 120 outlets. The owner wants to expand his outlets but does not have enough funds. So ...
Buy Back
Buy back Claim typically refers to a process where a customer returns a product they previously purchased from a store, and in exchange, the store buys it from them. This could be due to various reasons, such as dissatisfaction with the product, a ...
Mask PII Data
The Mask PII Data Configuration provides additional security by allowing users to Mask or Unmask their Customer's mobile number/Email Id. Following are the Customer data which will be masked using this configuration. * GST number. * Email ID. *Mobile ...
MFA status on user preference
How to Set MFA status based on the User Preferences? The MFA Status is available under the 'User profile' (on clicking the username at the right corner) -> 'Personalise' screen. In this Personalise screen, the user can able to Enable or Disable MFA ...
Login to Truepos after MFA Setup
How to login Truepos, after MFA SetUp? Step1:For Every successful Login, TOTP Page will displayed. Step 2:Check the Authenticator app and enter the TOTP found in your Mobile Phone. How to Set MFA Status as Optional? The MFA 'Not Now' button enables ...
MFA Setup
MULTI FACTOR AUTHENTICATION Multi-factor authentication (MFA) is a security process that requires users to provide two factor verification to access an application. MFA enhances security by adding an extra layer of protection beyond just password, ...
Mask PII Data
The Mask PII Data Configuration provides additional security by allowing users to Mask or Unmask their Customer's mobile number/Email Id. Following are the Customer data which will be masked using this configuration. * GST number. * Email ID. *Mobile ...
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