Sales Bill
Billing for International Customers(Multi Currency Billing)
Intro on Billing for International customers (Multi Currency Billing) In case of sales trade transactions are in different currency, keep away all worries. TruePOS records the multi currency transactions in both base (home) currency or in foreign ...
SalesMan Commission
Salesman Commission Salesman commission is a key aspect of sales compensation. It's the amount of money a salesperson earns based on the number of sales they have made. This is additional money that in turn increases the volume of sales and profit ...
How to add Pet Details on Sales Screen?
Pet Details on Sales Screen To maintain record of pets according to the item so that when next time the customer visit we already have the list ready with us. 1. Go to Sales->Sales bill->Press Alt+F5 to enter the details of Pet Click on "Add Pet ...
How to check the Sales History of item in Sales Bill screen?
Purpose : The customer can check the last 10 transactions history of sales for the respective selected items either for the selected customer or for all customers for the respective selected item. Note : The 'Sales History' option will support only ...
How to Add Transport details in Sales Bill screen?
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 an option to add the Transporter details in the sales screen ...
Payment Types in Sales Bill Tender Screen
Intro on Payment types The payment tender is the method by which a payment was received. Delight your customers by accepting multiple tender options like Cash, Credit & Debit Card, Wallets, Coupon Tender, Due Bill, Credit Sales in addition to Split ...
How to perform BuyBack?
Purpose: A 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 ...
Salesman Commision
Salesman Commission Salesman commission is a key aspect of sales compensation. It's the amount of money a salesperson earns based on the number of sales they have made. This is additional money that in turn increases the volume of sales and profit ...
Sales Transfer Out
Transfer out Stock Transfer Out refers to the process of moving goods from one branch to another within the same organization. The sending branch initiates a transfer out entry, reducing its stock. The receiving branch records it as a transfer in, ...
How to set Sales Target in RetailEasy On Cloud
Purpose: Sales targets can be set for each outlet monthly using the previous year’s monthly sales, along with a defined growth percentage. For Example: If Outlet A sold 10 Lakhs in May 2022, the target for May 2023 would be 11 Lakhs, calculated with ...
Buy Back Claim
A 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 ...
Adding register wise prefix
Register wise prefix Purpose:The Register Wise Prefix in Truepos which allows to provide your own prefix for the registers and the same can be applied for outward Transactions. Steps to create register wise prefix: 1.Create a node user. Refer the ...
Function key in sales bill
How to convert Delivery Note to sales bill ? 1. Go to Sales->Sales Bill 2.Select the 'CUSTOMER' from the LOV. 3.Press 'SHIFT+F7(LOAD SDN)' and choose the delivery note from the LOV and tap ‘ENTER’ to load it. 4.Click on SAVE, choose the payment type ...
Setting Tax inclusive and Exclusive
Intro on Tax inclusive and Exclusive It's easy to determine the difference between inclusive tax and exclusive tax. It all depends on whether the tax is added on top of the total retail price, or not. Inclusive tax - The taxes are already a part of ...
How to send the invoice in CSV format
To send the invoice in CSV format Purpose - We can import the invoice in csv format to any other software or purchase. Steps to send the invoice in CSV Format: 1.Go Master->Customer 2.Click on Add New Customer 3.Enter the valid email id, Choose the ...
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 enable the same bill sequence for invoice
Purpose: Using this we can able to get the same sequence numbers for tax invoice,retail invoice. Steps to add same bill sequence for the invoices: Go to Tools-->Configurations-->Business configurations-->Outward and Enable the same bill sequence for ...
How to add Salesman Commission in RetailEasy On Cloud
Salesman Commission Salesman commission is a key aspect of sales compensation. It's the amount of money a salesperson earns based on the number of sales they have made. This is additional money that in turn increases the volume of sales and profit ...
Profit Calculation in Sales
Purpose : The purpose of Profit Calculation in sales is to determine the amount of money a business earns from selling its products after accounting for the cost of goods sold (COGS) and other expenses. This calculation helps businesses understand ...
GST Tax in Sales – TruePOS
In TruePOS, GST tax amounts applied to each item in the Sales module are derived based on Item Settings and Tax Master Settings. However, the system also provides flexibility to modify tax settings during billing, depending on configuration. TruePOS ...
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 make Footfall Entry in RetailEasy On Cloud
To capture and count the number of visitors. To keep a track of daily sales in a way that can capture the range of walk-in customers with the various time slots For eg:- Morning 10-12 has more walking customer Steps to capture Footfall entries 1: Go ...
How to edit the sales bill in RetailEasy On Cloud
Purpose: You can edit the quantity or remove or add any number of items. Note : By default, the edit option will not be available. Reach truepos-support@gofrugal.com in order to enable edit option Steps to Edit sales bill 1: Go to Sales-> Sales Bill ...
How to use different ship to in sales bill
The purpose of using different details in shipping typically refers to scenarios where you need to manage different shipping information for the same customer .The delivery can be done with the shipping details. Pre-requisite: This function will be ...
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, ...
Sales Related Reports
Purpose of viewing the Sales report: To analyze the sales of all the branches using the provided reports, here’s how you can utilize each of them: Listed the Sales Report with usage 1. Daily Sales [Bill No Wise] Purpose: This report breaks down daily ...
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 Cancel a Sales Bill
Steps to Cancel a Sales bill 1. Navigate to Sales > Sales Bill 2.Press CTRL + F3. Sales Bill Details pop-up displays all the Bills except those cancelled already. 3.Select a Bill No to be cancelled. The Sales Bill screen displays the details of the ...
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 Use different Ship To in Sales Bill
The purpose of using different details in shipping typically refers to scenarios where you need to manage different shipping information for the same customer .The delivery can be done with the shipping details. Pre-requisite: This function will be ...
How to Mark an Item as Free in RetailEasy On Cloud
Purpose: Marking an item as free in sales is often used for promotions, such as "Setting the offer, Get One Free" offers, or to incentivize customer purchases. It can also apply to complimentary items given as gifts, samples , or replacements. This ...
How to Create Sales Bills for Delivery Notes in RetailEasy On Cloud
Purpose:The purpose of converting a Delivery Note to a Sales Bill is to finalize the sales transaction by invoicing the customer for the delivered items. This step ensures that the billing process is completed, reflecting the products or services ...
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 ...
How to create a Sales Bill for a Sales Quotation in RetailEasy On Cloud
Sales Bill for Quotations Purpose: To officially turn a confirmed quotation into a sales transaction. This process generates a sales bill based on the agreed terms in the quotation, allowing you to track the sale and initiate billing. Steps to create ...
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