Business Configuration[Process Outward]

Business Configuration[Process Outward]

Process Outward Configuration   

Purpose : The configurations present in the Outward tab allows to enable or disable functionalities that are common to most of the screens of TruePOS and not specific to any particular module.

Steps to access General Business Configurations :

1. Navigate to Tools → Configuration → Business Configuration

 

2. Under the Configurations tab, click on the Process Outward tab and all the configurations under this tab will be listed.

 

Q1. What does “Allow to Select Multiple DN in Sales” mean?

Answer : This configuration allows the user to select more than one Delivery Note (DN) while creating a single Sales Invoice. Instead of billing each DN separately, multiple open DNs for the same customer can be combined into one bill.

→ This helps in faster billing, reduced paperwork, and better invoice management.

Steps to select multiple DN in Sales screen :

1. Navigate to 'Sales' from Dashboard

2. Select the customer

3. Press 'Shift+F7' to load the SDN, it will list the respective DN of the selected customer and select the multiple Delivery Note which to be convert as Sales Bill and press enter.

4. Proceed further to Save the bill along with tender details.

5. You can verify the DN number and Sales bill number in which it has been converted in 'Sales DeliveryNote Summary' report.

FAQ for "Allow to Select Multiple DN in Sales" :

1. Why should I use the “Allow to Select Multiple DN in Sales” option?  

Answer : This option is useful when a customer receives goods through multiple delivery notes and wants one consolidated invoice. It saves time, avoids duplicate bills, and simplifies customer accounting.

2. Can I select multiple DNs for different customers in one sales bill?  

Answer : No. You can select multiple DNs only for the same customer. The system will not allow combining DNs belonging to different customers in a single sales invoice.

3. What happens to item quantities and rates when multiple DNs are selected?  

Answer : All items from the selected DNs are automatically fetched into the sales bill with their respective quantities, rates, and taxes. The system consolidates them accurately in one invoice.

4. Will the selected Delivery Notes be closed after sales billing?  

Answer : Yes. Once the sales invoice is successfully generated, all the selected Delivery Notes will be automatically closed and linked to that sales invoice, preventing reuse.

5. Are there any conditions or restrictions to use this feature?  

Answer : Yes.

  • The DNs must be open/not billed

  • All DNs must belong to the same customer

  • Item, tax, and pricing rules applicable in Sales will be validated during billing

If any DN does not meet the conditions, the system will restrict selection.

6. What will happen if you return/cancel the respective converted Sales bill

Answer : If you return you can make the sales bill again for the respective customer based on the return tender mode. If you cancel the respective bill again it will revert to Delivery Note so that you can re-convert again if require.

7. What will happen if the respective configuration is disabled?

Answer : If you disable the respective configuration, you can able to convert only one Delivery Note in sales in single invoice.

Q2. What is the use of 'Sale Return Based on Bill No'?

Answer : The “Sale Return Based on Bill No” configuration in POS defines whether a sales return must be processed by referencing the original sales bill or can be done without selecting a bill number.

--> This setting helps retailers control return accuracy, audit compliance, and misuse.

Sale Return Based on Bill No – Enabled

--> When this configuration is enabled, the POS mandatorily requires the original Bill Number to process a sales return against the respective customer. All item details are automatically fetched from the original bill.

Sale Return Based on Bill No – Disabled

--> When this configuration is disabled, the POS allows manual sales returns without referencing the original Bill Number. Bill Number is not mandatory, they can select the customer and items then proceed to do the Sales Return.

FAQ for "Sale Return Based on Bill No" :

1. Can partial quantities be returned?

* Yes. Partial returns are allowed, but only for items present in the original bill.

2. Can rate or tax be modified during return?

* No. Rate and tax values are locked and cannot be edited.

3. What if the customer does not have the Bill Number?

* Then we can disable the Sales return based on bill number configuration and continue the return without the history

4. When should the without bill no option be used?

* This option is suitable for lost bill scenarios, old bills, or exceptional cases.

Q5. What is the purpose of the "Roundoff Option" configuration?

Answer : The Round-off Option in POS system controls how the final bill amount is adjusted when the total includes decimal values. This helps ensure easy cash handling and standardised billing.

The available options are :

1. None

* No rounding is applied.

* The bill amount remains exact, including all decimal values.

Example:

Bill Amount : ₹125.67

Final Amount : ₹125.67

2. Lower

* The bill amount is rounded down to the nearest whole number.

* Decimal values are ignored.

Example :

Bill Amount : ₹125.67

Final Amount : ₹125.00

3. Near

* The bill amount is rounded to the nearest whole number.

* Decimals 0.50 and above are rounded up; below 0.50 are rounded down.

Example :

₹125.49 → ₹125.00

₹125.50 → ₹126.00

4. Upper

* The bill amount is always rounded up to the next whole number.

Example :

Bill Amount : ₹125.01

Final Amount : ₹126.00

FAQ for "Roundoff Option" :

1. Where is the Round-off option configured in POS?  

* The Round-off option is configured in POS Settings / Billing Configuration and applies automatically during billing.

2. Does the round-off apply to tax or total bill amount?  

* The round-off is applied only on the final bill total, after calculating item prices and taxes.

3. Which round-off option is recommended?  

  • Digital payment stores: None

  • Cash-heavy stores: Near

  • Revenue-focused businesses: Upper

  • Customer-friendly pricing: Lower

→ You can refer the same in 'Daily Sales Report [Bill no wise]' for sales transactions in the column of 'Round off'.

→ If the respective configuration is disabled, the total amount will remains the same with decimal value.

Impact Screens : Sales Quotation, Sales Order, Sales, Delivery Note

Q6. What is the purpose of "Roundoff Paise" configuration?

Answer : The Round-off Paise configuration in the Retail POS system controls how the final bill amount is rounded during billing. This helps businesses handle small denomination differences and ensures smooth cash and digital settlements.

→ Based on the selected option, the system will automatically round the payable amount at the time of invoice generation.

Available Roundoff Paise Options   :

1. None  

  • No rounding is applied.

  • The bill amount is calculated and displayed with the exact paise value.

  • Example: ₹ 125.47 remains ₹ 125.47.

2. 100 Paise  

  • Rounds the amount to the nearest ₹ 1 (100 paise).

  • Example:

    • ₹ 125.40 → ₹ 125.00

    • ₹ 125.60 → ₹ 126.00

3. 10 Rupees  

  • Rounds the final amount to the nearest ₹ 10.

  • Example:

    • ₹ 123 → ₹ 120

    • ₹ 127 → ₹ 130

4. 5 Cents  

  • Rounds the amount to the nearest 5 cents (₹ 0.05).

  • Example:

    • ₹ 125.42 → ₹ 125.40

    • ₹ 125.48 → ₹ 125.50

→ You can refer the same in 'Daily Sales Report [Bill no wise]' for sales transactions in the column of 'Round off'.

→ If the respective configuration is disabled, the total amount will remains the same with decimal value.

Impact Screens : Sales Quotation, Sales Order, Sales, Delivery Note

Q9. What is the use of the 'Allow Rate Edit in Sales' configuration?

Answer : When the "Allow Rate Edit in Sales" configuration is enabled, the cursor in the Sales Bill screen will automatically move to the Selling Price field after selecting an item, allowing you to edit the selling price.

 

→ If we disable the configuration, In Sales Bill screen after entering the qty the cursor will move to next field. Selling price will be auto-picked from Price List or Latest Price from the inventory.

Impact Screen : Only in Sales Bill screen

FAQ for the "Allow Rate Edit in Sales" configuration :

Q1. Can all users edit the selling price?
→ No. Rate editing depends on Userwise configuration, either from business configuration we can enable for all users or in 'Userwise confguration' you can set for specific users.

Q2. Is the edited price saved for future transactions?
→ The edited price is applicable only for the current bill, unless other pricing rules (like Latest Price from inventory) are enabled.

Q3. How does this help the business if its disabled?
→ It prevents unauthorized price changes, ensuring audit compliance and uniform pricing.

Q10. What is the use of the 'Allow Rate Edit in SO' configuration?

Answer : If : When the "Allow Rate Edit in SO" configuration is enabled, the cursor in the Sales Order screen will automatically move to the Selling Price field after selecting an item, allowing you to edit the selling price.

→ If we disable the configuration, In Sales Order screen after entering the qty the cursor will move to next field. Selling price will be auto-picked from Price List or Latest Price from the inventory.

Impact Screen : Only in Sales Order screen
Q11. What is the use of the 'Allow Rate Edit in Quotation' configuration?
Answer : If : When the "Allow Rate Edit in Quotation" configuration is enabled, the cursor in the Sales Quotation screen will automatically move to the Selling Price field after selecting an item, allowing you to edit the selling price..
→ If we disable the configuration, In Sales Quotation screen after entering the qty the cursor will move to next field. Selling price will be auto-picked from Price List or Latest Price from the inventory.
Impact Screen : Only in Sales Quotation screen


Q14. What is the use of the 'Make Credit Card details as mandatory in Sales' configuration?

Answer : The “Make Credit Card Details as Mandatory in Sales” configuration is used to ensure that credit/debit card transaction details are compulsorily captured during the sales billing process whenever the customer pays using a card.

→ This helps retail businesses maintain payment accuracy, traceability, and compliance.



→ When the configuration is DISABLED,
  • Card details become optional during sales billing.
  • Cashiers can complete the bill without entering card reference details.
  • Faster billing process, but with limited payment traceability.
 

→ The entered card details will be fetch in 'Reports → Sales → Sales → Daily Sales Report [Bill no wise]' at the Card Name, Card Number, Card Holder Name etc.

 
FAQs – Make Credit Card Details Mandatory in Sales :
1. When will this configuration apply?  
→ This configuration applies only when Credit Card / Debit Card is selected as the payment mode. It does not affect cash, UPI, or other payment methods.
2. What happens if the cashier skips card details?  
→ If the configuration is enabled, the system will not allow the bill to be saved until all mandatory card details are entered.
3. Are full card numbers to be enter at the tender screen?  
→ No. You can also enter the last 4 digits for the reference.


Q17. What is the purpose of the 'Restrict duplicate Item entry in Sales Return' configuration?

Answer : The “Restrict Duplicate Item Entry in Sales Return” configuration is used to prevent the same item from being added multiple times in a single Sales Return transaction. This helps ensure accuracy, clarity, and control during the sales return process in POS.


→ If the 'Restrict duplicate Item entry in Sales Return' configuration is enabled,
  • Each item can be added only once in the Sales Return screen.
  • If the cashier tries to add the same item again, the system will:
    • It will not show the respective selected item in the item list
    • Prevent duplicate entry.
  • If multiple quantities need to be returned:
    • The user must click in the qty field and update the quantity of the existing item line instead of adding the item again.
  • Prevents accidental duplicate item returns
  • Ensures correct stock adjustment

→ If the respective 'Restrict duplicate Item entry in Sales Return' configuration is disable,
In day-to-day operations, sales returns are often processed quickly at the billing counter. Without restriction, the same item may be accidentally added more than once, which can lead to,
  • Incorrect return quantity
  • Excess stock being credited back
  • Wrong refund amount
  • Inventory mismatch
  • Confusion in total quantity

FAQ for 'Restrict duplicate Item entry in Sales Return' configuration :  
1. Why can’t I add the same item again in Sales Return?  
→ Because the duplicate restriction is enabled, the system allows each item only once to avoid errors.
2. How do I return multiple quantities of the same item?  
→ Edit the quantity field of the already added item instead of adding the item again.
3. Will this affect Sales (normal billing)?  
→ No. This configuration applies only to Sales Return, not regular Sales billing or other transaction screens.
4. Can this setting be changed later?  
→ Yes. The configuration can be enabled or disabled by an authorized user from 'Business Configuration' setting.
5. Is this configuration mandatory?  
→ No, it is optional, but highly recommended for better control and accuracy in retail operations.


Q18. What is the use of 'Capture Sales Return Slip No' configuration?


Answer : The “Capture Sales Return Slip No” configuration allows the system to record the physical Sales Return Slip Number (manual entered) during the Sales Return process. This slip number acts as a reference document for tracking, verification, and audit purposes in retail operations.


→ If the 'Capture Sales Return Slip No' configuration is enabled,
  • A field called “Slip No” appears on the Sales Return screen.
  • The cashier or staff must enter the slip number before saving the return.
  • The system saves this number along with the Sales Return transaction.
  • The slip number can later be:
    • Viewed in Sales Return history
    • Used for search and verification
    • Shown in 'Sales Return Summary' reports
→ If the 'Capture Sales Return Slip No' configuration is disabled,
  • No slip number field is displayed.
  • Sales Return can be completed without any external reference.
  • Tracking can be verified only on system-generated return numbers.

FAQ for the 'Capture Sales Return Slip No' configuration :  
1. Is Sales Return Slip No mandatory?  
It depends on system configuration. If enabled it will be optional, the return can be saved without entering the slip number.
2. Can the same slip number be used again?  
Yes. As its a manual enter reference number the billing person can enter it manually.
3. What format should be used for the slip number?  
The format depends on your business process or manual register number.
4. Will this slip number appear in reports?  
Yes. If enabled, the slip number can be viewed in Sales Return Summary report in the column of 'Sap invoice no'.


5. Does this affect normal Sales billing?  
No. This configuration applies only to Sales Return transactions.


Q19. What is the purpose of the 'Allow change selling below cost' configuration?

Answer : This configuration controls whether a user is allowed to update or modify the selling price below the cost price while using the Change Selling Inventory screen.
The Change Selling Inventory screen is typically used to:
  • Update selling prices in bulk(multiple items in a single save by selecting each item manually).
  • Correct pricing mistakes
  • Apply revised pricing strategies
→ This setting ensures that price reductions below cost are either permitted or restricted, based on business policy.
If the 'Allow change selling below cost' configuration is enabled,
  1. The user can change the selling price to a value lower than the cost price.
  2. The system allows saving the changes without validation errors.
  3. Useful for:
    • Clearance sales
    • Slow-moving stock
    • Near-expiry items
    • Promotional pricing
  1. Updated selling prices will reflect across:
    • Sales Invoice
    • Outward


If the 'Allow change selling below cost' configuration is disabled,
  1. The system restricts users from entering a selling price below the cost price while adding the item.
  2. If a lower price is entered:
    • A validation message is displayed.
    • The change cannot be saved.
 
→ The changed details can be refer in the 'Reports → My Reports → Change Selling Details'



Q22. What is the use of the 'Auto Load Discount from Master' configuration?

Answer : The “Auto Load Discount from Master” configuration is used to automatically apply predefined discounts from the master records (Item Master) during billing in the Sales / other outward screens.
Once enabled, the system auto-fetches the discount without requiring the cashier to enter it manually, ensuring billing accuracy, faster checkout, and consistent discount application.
→ If the discount provided for items means it will apply both discounts in the respective transaction.
→ If the 'Discount' column configuration is disabled also the predefined discounts will be calculated.


→ Below enter the Item discount% for 'Purchase Edit' item as 5%
→ After selecting the respective item, the discounts auto applies to the current transaction.



Impact Screen : Sales Quotation, Sales Order, Sales Bill, Delivery Note.
→ If the 'Auto Load Discount from Master' configuration is disabled, the bill will proceed without fetching the auto discount.


FAQ for 'Auto Load Discount from Master' configuration :  
Q1. Can cashier edit the auto-loaded discount?
➡ Depends on user role and discount edit permission for the respective user.
Q2. Which discount will apply if multiple discounts exist?
➡ System applies discount based on master priority configuration.
Q3. Does this apply to existing bills?
➡ No, it applies only to new sales or outward transactions.
Q4. Is this applicable in returns?
➡ Discount follows based on the original sale bill it will fetch in the sales return transaction.


Q25. What is the purpose of 'Sale Return Without Sales History' configuration?

Answer : The “Sale Return Without Sales History” configuration allows the cashier to process a sales return even when the original sales bill is not available in the system.
This is useful in retail scenarios where,
  • Customer does not have the bill
  • Sale was done in another counter / outlet.
  • Historical data is not available due to migration or system change

→ After enabling the 'Allow Multiple Delivery Notes in Delivery Note Return' configuration, created a new customer as 'SR no history' and then loaded a item without sales history and saved.



→ If the 'Allow Multiple Delivery Notes in Delivery Note Return' configuration is disabled, if we try to load the item we will get the pop-up message as 'Stock or Rate Details is not found'.


FAQ for 'Allow Multiple Delivery Notes in Delivery Note Return' configuration :  
Q1. Can we restrict who can do returns without bill?
➡ Yes, using role-based user permissions as we can enable in the User-wise Configuration.
Q2. Can tax be edited in this return?
➡ Tax is calculated based on entered rate and item configured tax.
Q3. Will this affect GST compliance?
➡ Yes, careful usage is required. Recommended to enable only with controls.
Q4. Will this return affect customer ledger?
➡ Yes, return amount will be adjusted based on selected refund mode.


Q27. What is the purpose of the 'Order Status Maintain' configuration?

Answer : The “Order Status Maintain” configuration is used to track and manage the status of an order from the moment it is created until it is completed or delivered. This helps the store staff clearly understand the current stage of each order and take the required action at the right time.


When this configuration is enabled in the Retail POS:
  • The order status is maintained throughout the order lifecycle, ensuring better control and visibility.
  • The Delivery Type selected while creating the transaction (for example: Delivered, Home Delivery, Delivery, Store Pickup) will be displayed in the View Mode List of Values (LOV). This helps users quickly identify orders based on how they need to be fulfilled.
  • The Customer Name field will be enabled in List of Values (LOV) View Mode, allowing users to easily search and locate orders or bills for a specific customer without needing the order number.
Overall, this configuration helps in organized order tracking, faster order identification, improved customer service, and smooth order fulfilment in the retail POS process.



→ If the 'Order Status Maintain' configuration is disabled the Customer name and the Delivery type will not be display in the List of Values (LOV) View mode.


Impact Screen : Only in Sales Order and Sales Bill.


Q28. What is the purpose of the 'Allow Rate Edit in Delivery Note and Sales Return' configuration?

Answer : This configuration allows the user to edit or modify the item rate (price) while creating a Delivery Note and Sales Return transaction.
By default, the system auto-fetches the item rate based on the inventory price list. Enabling this option gives flexibility to adjust the rate when business situations require manual intervention.
 

When the Configuration Is Enabled  
  • In the Delivery Note screen, the system will automatically fetch the selling price from Inventory.
  • In the Sales Return screen, the system will fetch the price based on the original sales transaction.
  • After entering the quantity, the cursor will move to the Selling Price field and then to the MRP field.
  • The user will be able to edit the Selling Price and MRP, either:
    • Based on the current product price, or
    • By entering a manual price as per business requirement.
This allows flexibility to handle special pricing, corrections, or negotiated rates during delivery and return transactions.


When the Configuration Is Disabled  
  • Editing of Selling Price and MRP is restricted.
  • In the Delivery Note, the price will be fetched directly from Inventory and cannot be modified.
  • In the Sales Return, the price will be loaded based on the original sales transaction and remains non-editable.
This ensures strict control over pricing and prevents any manual rate changes.




Q29. What is the purpose of 'Hide Batch LOV in Sales' configuration?

Answer : The Hide Batch LOV in Sales configuration is used to control the visibility of the Batch List of Values (LOV) during the sales billing process. This setting helps retailers simplify the billing screen and avoid manual batch selection, especially when batch management is handled automatically by the system.


→ If the 'Hide Batch LOV in Sales' configuration is enabled,
  • The Batch LOV screen will not be displayed during sales billing in the List of Values(LOV).
  • The system will automatically pick the batch based on:
    • FIFO (First In First Out)
    • System-defined batch priority
  • The cashier cannot manually select or change the batch.
  • Billing becomes faster and simpler for the store user.
  • After selecting the item the respective item will load directly and the cursor move to the quantity field.

→ If the 'Hide Batch LOV in Sales' configuration is disabled,
  • The Batch LOV screen will appear while billing batch-controlled products.
  • The cashier can:
    • View all available batches
    • Select the required batch manually
  • Useful when the store needs:
    • Specific batch control
    • Manual selection based on customer requirement
    • Special pricing or expiry management
Impact Screen : Sales Bill and Trasnfer Out screen.


Q30. What is the purpose of 'Show Sales bill in SR based on' configuration?

Answer : The Show Sales Bill in SR Based On configuration controls which sales bills are displayed in the Sales Return (SR) screen. This setting helps retailers manage sales returns efficiently by defining the criteria used to fetch and display eligible sales bills.
→ The returns are processed only within the configured business period.


→ Here we have 3 options to select,
1. All,
  • Displays all sales bills available in the system for Sales Return which displays only eligible to do the return.
  • No time restriction is applied.
  • All historical sales bills will be visible in the SR screen.
  • Cashier can search and select any bill irrespective of the bill date.
2. 6 months,
  • Displays only sales bills generated within the last 6 months from the current date which displays only eligible to do the return.
  • Bills older than 6 months will not appear in the Sales Return screen.
  • Cashier can return items only from the displayed bills.
2. 1 month,
  • Displays only sales bills generated within the last 1 month from the current date which displays only eligible to do the return.
  • Bills older than 1 month will not be visible on the SR screen.
  • Returns are strictly limited to recent sales.
Note : If the respective sales bill is already returned/cancelled/the ledgers already adjusted from accounts, then the respective bill will not be displayed in the sales return screen.


Q31. What is the purpose of 'Print Barcode in Sales/Transfer Out' configuration?

Answer : The Print Barcode in Sales / Transfer Out configuration controls whether barcode labels can be printed directly during the Sales billing or Transfer Out process. This feature helps retailers generate barcode labels instantly for products that require labelling at the time of sale or stock movement.


→ If the 'Print Barcode in Sales/Transfer Out' configuration is enabled,
  • A Print Barcode option will be available in:
    • Sales billing screen
    • Transfer Out screen
  • After adding items, the user can print barcode labels for the selected products, it will pop-up after saving the bill.
  • Barcode labels contains based on our local barcode print design
  • Barcode labels can be printed immediately without navigating to a separate module.
  • You will get the pop-up as 'Do you want to print Barcode?' If we click on 'Ok' the barcode will print for the entire current invoice items.

→ If the 'Print Barcode in Sales/Transfer Out' configuration is disabled,
  • The Print Barcode option will not be visible in:
    • Sales screen
    • Transfer Out screen
  • Barcode printing must be done from:
    • Inventory → Barcode printing screen.
  • Prevents barcode printing from transaction screens
  • Maintains centralised control over barcode generation at 'Barcode Printing' menu.

Q33. What is the use of 'Print Kit Ingredients along with Bill' configuration?

Answer : In POS operations, Kit Items consist of multiple individual ingredients items sold as a single product. By default, most POS systems print only the Kit name on the bill.
The Print Kit Ingredients along with Bill configuration allows retailers to:
  • Show all individual ingredients of a Kit item on the customer bill
  • Improve billing transparency
  • Avoid customer confusion about what is included in a kit item

Process Flow  
Once the configuration is enabled, the retail billing flow remains unchanged:
  1. Cashier opens Sales Billing Screen
  2. Selects the Kit Item from the item list or scans barcode
  3. Kit item gets added to the bill as a single line item.
  4. Complete billing and print the invoice
The difference appears only in the printed bill format.
When Configuration is DISABLED  
  • Only the Kit Item name is printed
  • Ingredients are not visible on the bill
Note :
  • Ingredient printing depends on bill print format support
  • Very long ingredient lists may increase bill length.
  • Configuration applies only to printed invoice, not screen view.
  • If enabled, the ingredient details will be fetch in print XML file and if you place the respective field in bill design format the respective ingredient details will be printed.
  • These ingredient details will not fetch in reports.

Q34. What is the purpose of 'Allow Back Date Entries for Sales and Orders' configuration?
Answer : In retail operations, billing and order entry are generally expected to be done on the current business date. However, in certain scenarios such as system downtime, late data entry, or manual corrections, retailers may need to create Sales Bills or Orders for a previous date.
The Allow Back Date Entries for Sales and Orders configuration enables authorized users to:
  • Create sales bills for past/future dates
  • Create sales orders for previous/future business dates
  • Maintain accurate accounting and operational records
→ If the 'Allow Back Date Entries for Sales, Orders and Sales Return' configuration is disabled,
  • You can't edit the date while entering the billing
  • So the cashiers has been restricted to do the back dated billing.
 
Impact Screens : Sales Quotation, Sales Order, Delivery Note, Sales Bill.
 
FAQ for 'Allow Back Date Entries for Sales, Orders and Sales Return' configuration :
Q1: Will backdated bills affect today’s sales total?
No. The bill amount is reflected only on the selected back date.
Q2: Can I create backdated bills for last month?
Only if the allowed back date range and financial period are open.
Q3: Does this impact bill numbering?
No. Bill numbering follows a system-defined sequence.


Q36. What is the purpose of the 'Show MRP in batch LOV' configuration?

Answer : The Show MRP in Batch LOV configuration allows users to view the MRP (Maximum Retail Price) along with batch details while selecting a batch during billing or transactions. This helps the cashier or operator to identify the correct batch easily and avoid billing mistakes.


If the 'Show MRP in batch LOV' configuration is enabled, during batch selection:
  • The Batch LOV will display MRP along with Batch No, Expiry, and Quantity
  • If multiple batches exist with different MRPs, each batch’s MRP will be clearly visible
  • User can select the correct batch based on MRP
 
If the 'Show MRP in batch LOV' configuration is disabled, during batch selection:
  • While selecting the item, in LOV batch details the MRP column will not be visible
  • Other than MRP other batch details like batch number, expiry, selling and stock will be visible.

Note : To visible the batch LOV details the 'Hide Batch LOV in Sales' should be disable. Then only after selecting the item, the batch details will be listed.


Q37. What is the purpose of the 'Enable Transfer Out Approval' configuration?

Answer : The Enable Transfer Out Approval configuration controls how Stock Transfer Out (TO) transactions are processed between stores/warehouses. It defines whether approval is required and whether the Transfer In (TI) is created automatically after approval.
This helps organizations enforce stock control, authorization, and operational discipline in inter-branch transfers.


The configuration has three options:
  1. None
  • Stock Transfer Out does not require approval
  • Transfer Out is processed immediately
  • User creates a Transfer Out
  • Stock is deducted immediately from the source location
  • Destination location must create Transfer In manually
  • No approval workflow is triggered
 
  1. Approval
  • Stock Transfer Out requires approval
  • Transfer In is not created automatically
  • User creates a Transfer Out
  • Transaction remains in Pending Approval status
  • Authorized user approves the Transfer Out
  • After approval:
    • Stock is deducted from source location
    • Destination location must create Transfer In manually
Path for the Transfer Out Approval : Sales → more → Transfer Out Approval
Steps to do the 'Transfer Out Approval' :
  1. After completing the Transfer Out transaction. Go to 'Sales → more → Transfer Out Approval'
  1. Click on 'Pending Approval'
  1. The list of Transfer Out transactions which needs to be approve will be listed.
  1. Select the respective invoice and then 'Save'.
 
Note : Only the 'Approval Manager' which mapped to the respective user in Employee Master and Admin user can be proceed for the 'Approval process'.
 
  1. Approval and Auto Transfer In
  • Stock Transfer Out requires approval
  • Transfer In is automatically created after approval
  • User creates a Transfer Out
  • Transaction goes to Pending Approval
  • Authorized user approves the Transfer Out
  • Upon approval:
    • Stock is deducted from source location
    • Transfer In is auto-generated at destination location
    • Destination stock is updated automatically
 
Steps to do the 'Transfer Out Approval and Auto TI' :
  1. After completing the Transfer Out transaction. Go to 'Sales → more → Transfer Out Approval and Auto TI'
  1. Select the Location, Status and also you can use the TO No for advance search.
  1. Tick the check box for the Transfer Outs to be approve and then 'click' on approve.
  1. Enter the Remarks and click on 'Save'.
  1. You will get the Transfer Out completed successful message.
How to verify in reports :
  1. Go to 'Reports → Stock Movement → Stock TransferOut Summary.
  1. Select the respective location and date range.
  1. Refer the 'Status' column whether its pending, approved or Transfer In completed.


Q38. What is the purpose of the 'Enable Multiple Address for Customer and Supplier' configuration?

Answer : Customers and suppliers may have multiple addresses such as billing address, shipping address, branch address, warehouse address, etc.
The “Enable Multiple Address for Customer and Supplier” configuration allows users to create, manage, and select more than one address for a single customer or supplier during transactions.


If the 'Enable Multiple Address for Customer and Supplier' configuration is enabled,
→ While creating/edit the customer/supplier you can able to see the 'Add new Contact' option in the 'Contact Details' tab.


If the 'Enable Multiple Address for Customer and Supplier' configuration is disabled,
→ While creating/edit the customer/supplier you cannot able to see the 'Add new Contact' option in the 'Contact Details' tab.


Create shipping address through screen,
In Sales Bill screen you can also use the 'Shift+F11' function key to create multiple shipping address.

 

→ After creating the sales bill the address will be auto sync to the respective selected customer.
→ This feature also used for the tax calculation, in Business Configuration you can set the tax calculation 'GST Calculation based on' Shipping Address or Billing Address. This configuration will be configured by backend kindly reach support team to configure based on our requirements.



Q39. What is the use of the 'In Purchase screen show' configuration?

Answer : The configuration “In Purchase Screen – Show” controls what should be displayed in the Purchase transaction screen.
The dropdown shows 3 options,
  1. None
  • No margin or net cost information is shown in the Purchase screen
  • Only basic purchase fields like:
    • Item Name and code
    • Quantity
    • Cost
    • Selling Rate
    • Tax
    • Total Value
  1. Sales Margin
  • System displays Sales Margin which mapped to the respective item in the 'Item Property Setting'
  • Based on the 'Sales Margin%' the Selling and the MRP will be auto calculated.
  • You can also edit and change the value of the Sales Margin% at the time of transaction

  1. Net Cost
  • Displays actual landed cost of the item.
  • Net Cost may include:
    • Purchase price
    • Discount
    • Tax (if applicable)
    • Freight / Additional charges (based on setup)
→ You can refer the price details in 'Reports → Purchase → Transactions → Purchase Detail report'

Q41. What is the purpose of 'Tax Round Off Digits for GoBill' configuration?

Answer : The Tax Round Off Digits for GoBill configuration controls how many decimal places tax values are rounded to while generating the bill in GoBill.


→ First configured the 'Tax Round Off Digits for GoBill' configuration as 2 decimal and then loaded a item in GoBill and the tax amount shows for 2 digits and the last 2 digits shows zero.


→ Then set the 'Tax Round Off Digits for GoBill' configuration as 4 decimal and the tax amount shows 4 digits without round off.


Note : This configuration will works only in GoBill Sales screen not in TruePOS.

Q45. What is the purpose of the 'Calculate Service Charge for Credit Amount'

and

Q46. What is the use of 'Service Charges for Credit Bills (in Percent)' configurations?

Answer : In retail businesses, service charges are usually applied on the bill amount for services such as packaging, handling, delivery, or maintenance.
The configuration “Calculate Service Charge for Credit Amount” controls whether the service charge should be calculated on the full bill value or only on the credit portion of the bill.
This setting is especially useful for customers who allow partial payments (Cash + Credit) and want service charges to apply only on the unpaid (credit) amount.


→ If you enable this configuration and need to set the service charge percentage in the 'Service Charges for Credit Bills (in Percent)' configuration.



→ The Service Charge% cannot be edited and it will be auto calculated based on the 'Service Charges for Credit Bills (in Percent)' configuration.
→ If you set the 'Service Charges for Credit Bills (in Percent)' as zero or the 'Calculate Service Charge for Credit Amount' is disabled means then the Service charge will not be calculated.



How to verify in reports :
→ Go to 'Reports → Sales → Sales → Daily Sales Report [Bill no wise]' → Refer the column 'Service charge Percentage and Service charge Amount'.



Q47.Hide Tender screen in Sales Order
Answer : The Tender Screen is the screen where the payment mode (Cash, Card, UPI, Credit, etc.) is selected and the amount is collected.
A Sales Order is generally used to book an order and not to collect payment immediately.
The configuration “Hide Tender Screen in Sales Order” helps control whether the payment screen should appear while saving a Sales Order.

→ When the 'Hide Tender screen in Sales Order' configuration is enabled,
  • Tender screen will not appear while saving a Sales Order
  • Sales Order will be saved without any payment
  • Order status remains Open / Pending
  • Payment can be collected later during Sales / Invoice conversion.
✔ Ideal for advance order booking.


→ When the 'Hide Tender screen in Sales Order' configuration is disabled,
  • Tender screen will appear while saving the Sales Order
  • User may collect payment during order creation
  • Sales Order may include advance payment
✔ This suitable for the businesses that accept advance payment at order time.
How to refer in reports :
→ Go to 'Reports → Sales → Orders and Quotation → Sales Order Summary → Refer the column 'SO advance amount'.



Q48. What is the purpose of the 'Show Bill From Branch in Sales Order and Quotation' configuration?

Answer : In a multi-branch retail setup, businesses often create Sales Orders and Quotations from one branch, while the actual billing or fulfilment may happen from another branch (for example, warehouse or central store).
The configuration “Show Bill From Branch in Sales Order and Quotation” controls whether the “Bill From Branch” field should be displayed during the creation of Sales Orders and Quotations.


→ If the 'Show Bill From Branch in Sales Order and Quotation' configuration is enabled,
  • Bill From Branch field is visible in:
    • Sales Order screen
    • Quotation screen
  • User can select the branch from which the invoice will be generated.

→ If the 'Show Bill From Branch in Sales Order and Quotation' configuration is disabled,
  • Bill From Branch field is not shown
  • System considers the current branch as the billing branch
  • No option to change billing branch during order/quotation
 
How to refer in reports :
→ Go to 'Reports → Sales → Orders and Quotation → Sales Order Summary → Refer the column 'Shipped from Branch'
→ If the invoice completed by disabling the 'Show Bill From Branch in Sales Order and Quotation' configuration then the 'Ordered from Branch and Shipped from Branch' will be same.



Q52. What is the purpose of 'Change Selling applies to' configuration?

Answer : In retail businesses, selling price changes (price revision, increase, or decrease) may need to be applied at different geographical or organizational levels.
The configuration “Change Selling Applies To” defines the scope at which a selling price change will be applied across the business.
This helps retailers manage pricing efficiently across multiple locations, branches, or regions.
Example : The costs of the goods in supermarkets and grocery stores are constantly fluctuating. You may load the items and alter the selling price and MRP in a matter of seconds using the Change Selling interface.
​
  1. All Location :
  • Selling price change applies to all locations, branches, and outlets in the system.
  • Updated price reflects in every branch
  • It will not show any advance filter so that it will reflect for all locations available in the respective domain.
✔ Recommended for uniform pricing models
​
  1. Location wise :
  • Price change applies only to the selected location.
  1. Branch Area :
  • Price change applies to all branches within a defined area.
  • Make sure that the respective 'Branch Area' is mapped to the respective location.
  1. Circle :
  • Selling price change applies to a circle, which is a group of multiple areas or regions.
  • Make sure that the respective 'Circle' is mapped to the respective location.
  1. State :
  • Price change applies to all branches within a state.
  • Make sure that the respective 'State' is mapped to the respective locations.

How to verify in reports :
→ Go to 'Reports → My Reports → Change Selling details → Check for the item code and refer the "Applies to" column'
​

​

Q53. What is the purpose of the 'Restrict this Customer Category in Sales Order and Quotation' configuration?

Answer : In retail systems, customers are often grouped into Customer Categories such as:
  • Retail Customer
  • Wholesale Customer
  • Distributor
  • Online Customer
  • Credit Customer
→ Also you can create new customer category under the menu 'Master → Customer → Customer Category → Add Customer Category'
​

The configuration “Restrict this Customer Category in Sales Order and Quotation” controls whether a selected customer category is allowed or blocked from being used in Sales Order and Quotation transactions.
​

→ The created categories available in 'Customer Category' will be shown in dropdown.
→ By default it will be mapped as 'Not Required', If any customer category is mapped in this configuration Customers belonging to the mapped category will NOT be shown in Sales Order and Quotation.
→ As an example, Mapped the 'Walk-In' category against the 'Restrict this Customer Category in Sales Order and Quotation' configuration and attached the before and after configuration details.
 
Example Scenario   :
  • Earlier configuration value was Not Required
  • Then mapped the configuration as 'Walk-In'.
  • Walk-In category customers are hidden
  • Walk-In customers will not available in Sales Order and Quotation screens
  • Other categories customers will be visible
 



​

Q54. What is the purpose of the 'Seprate Billing Address Required' configuration?

Answer : The “Separate Billing Address Required” configuration allows customers to maintain different addresses for Billing and Shipping/Delivery for the same customer.
This is useful when:
  • Bills must be raised to a head office, while goods are delivered to a store/branch
  • Customers want invoices sent to a registered billing address
  • GST or tax compliance requires a specific billing location
If the 'Seprate Billing Address Required' configuration is enabled,
Once the Separate Billing Address Required configuration is enabled, the system behaviour during billing will be as follows:
  1. The Billing To field will be enabled in the transaction screen.
  2. After selecting the Customer, the system cursor will automatically move to the Billing To field.
  3. In the Billing To field, you can select the required Billing To Address, which will be considered as the Billing Address for the transaction.
  4. In the Shipping Address section, you can:
    • Select the same address as the Billing Address, or
    • Select a different Shipping Address, based on delivery requirements.

If the Separate Billing Address Required configuration is disabled,
The system will function as follows:
  1. After selecting the Customer, the system will automatically take the default address (the first address created in Customer Master) as the Billing Address.
  2. The Billing To field will not be enabled or displayed in the transaction screen.
  3. If a Shipping Address is required:
    • Enable the configuration Show Ship To Branch Name of Customer.
    • Once enabled, you can select the appropriate Shipping Address during the transaction, provided the customer has multiple addresses configured.
  1. Proceed with the transaction using the selected billing and shipping details.
How to Create Multiple Shipping Addresses for Customers  
Multiple shipping addresses can be created and maintained for customers using either of the following methods:
Option 1 : Through Customer Master Configuration  
  1. Enable the configuration Enable Multiple Address for Customer and Supplier.
  2. Go to Customer Master.
  3. Select the required customer or create a new customer.
  4. Navigate to the Contact Details tab.
  5. Click on Add New Contact.
  6. Enter the respective Shipping Address details (Address, City, State, Pincode, GST details if applicable).
  7. Save the customer master.
Once saved, these shipping addresses will be available for selection during transactions.
Option 2 : Directly from Transaction Screen  
  1. Open the Sales Order / Sales Invoice transaction screen.
  2. Select the customer.
  3. Press Shift + F11 to open the Shipping Address pop-up window.
  4. Enter the required shipping address details.
  5. Complete and save the transaction.
After saving the transaction, the entered shipping address will automatically be saved and mapped to the respective customer in Customer Master for future use.
 
​

Q55. What is the purpose of the 'Map the item against the customer while save the Quotation' configuration?

Answer : Mapping items against a customer ensures that only specific items are allowed for selection when creating a Quotation for that customer.
This helps in:
  • Avoiding wrong item selection
  • Maintaining customer-specific pricing or item restrictions
  • Streamlining the quotation process in retail operations

If you enable the 'Map the item against the customer while save the Quotation' configuration,
  • When doing the bill under the 'Sales Quotation' menu, the billed items will be mapped in 'Customer vs Item mapping' screen to the respective customer.
If 'Show only Items mapped with Customer' is enabled then in Sales Quotation screen only the mapped items to the respective customer will be display after selecting the customer.




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