Web Order in TruePOS

Web Order in TruePOS

A Web Order refers to an order placed by a customer to a distributor through the TruePOS application. The administrator can create multiple customers; however, the number of sales orders is restricted by the license count.

Example:

If a customer purchases 10 Web Order licenses, only 10 sales order transactions can be created across all customers/retailers within the specified domain.

Note: This feature requires a custom license. If you wish to use this feature, please contact retaileasycloud-support@gofrugal.com.

Customer Master - Creating a Web Order Customer  

Steps:

  1. Navigate to Master → Create New Customer.

  2. Enter the Customer Name, Email ID, and other mandatory fields.

  3. Go to the Web Order tab → Enter Username & Password.

  4. Click Save.

 
Logging in with Web Order Credentials  

  • The Web Order login is restricted to sales order transactions and sales order reports only.

  • The customer/retailer can log in and place sales orders within their domain.

Steps:

Step1:The Customer Name will be displayed by default on the Sales Order screen.

 

Step 2. In the Sales Order screen, select the item, enter the desired quantity, and click 'Save'.

 

Step 3.After selecting the item and entering the quantity in the Sales Order screen, you need to proceed with the payment details (Tender details).

  • Tender Details refer to the payment method the customer will use to complete the order.

  • This could include options like Cash, Card,Credit, cheque or coupon Amount.

  • If the customer is purchasing on credit, you may need to select the Credit Payment Mode and enter any necessary reference details.

  • After verifying the payment details, click 'OK' to confirm the transaction and proceed.

 

 

Step 4.Once saved, verify the details in both the Sales Order Detail and Sales Order Summary report.

 

Distributor's View - Processing Web Orders  

Once a customer/retailer places a sales order request, the distributor will receive a notification in the notification bar (bell icon in the top-right corner).

Steps for the Distributor/Admin:

  1. Log in with Admin Credentials.

  2. Navigate to Sales → Sales Bill.

  3. Click Shift + Load SO (Sales Order).

  2. Select the Sales Order associated with the customer.

  3. Click Save.

 

 

Once a Sales Order is converted to a Sales Bill, the invoice details will be:

  • Emailed to the ID specified in the Customer Master.

  • Notified to the customer/retailer.

 

 

 


FAQ



1. How distributor will the distributor know whether they receive any order request from the retailer?
 Once the customer/retailer places a sales order request, the distributor will be notified in the Notification bar.(Check the notification bell icon in the top-right corner.)

2.Whether the Sales order conversion was notified to the retailer?

Yes, Once a Sales Order is converted to a Sales Bill, the Customer will get notified like Sales Order No has been delivered by the Admin name.
And the invoice details will be sent to the Email Id specified in the customer master.

 


 

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