How To: Deliver POS Orders
This article describes how to complete POS Order by making delivery.
Note: The process of making delivery of a POS Order is the same as billing.
Pre-requisites
- The user needs to have access to create and deliver POS Orders.
- The customer must be present in the system and tagged to the bill.
- A POS Order needs to be present against the customer's name, for the delivery to be made.
Step-by-step guide
The five (5) steps to making a POS Order Delivery:
- The first step is to Tag the Customer. To tag the customer, follow the steps below:
- Click on the Search Customer button in the POS Taskpad.
- Search the customer with appropriate search criteria. The name of the customer appears in the Found Customer list.
- Click on Tag.
- Click on the Search Customer button in the POS Taskpad.
- Next step is to Populate the Items. To populate the items, follow the steps below:
- Go to Item button or press F2.
- Select the Select Order Items option.This opens the POS Order Items window.
- Click on the Browse button beside Select Item lookup or press F2. POS Order Items Lookup window opens.
- Select the item you want to deliver and click on OK.
- All the POS orders of that customer with the selected item is displayed. Select the desired order from the list.
- Enter delivery quantity in the Delivery Qty column.
- Click on Populate button.
- Click Cancel to close the POS Order Items window.
- Go to Item button or press F2.
- Now click on the Payment button or press the shortcut key F8. The Accept Payment window opens.
- If any advance amount has been paid by the customer, then it will appear against the Credit Note Received under the payment mode panel.
- In case of multiple CR notes, click on the Adjust CR Note button. The Adjust CR Note window opens. A list of CR notes will be displayed against the name of the particular customer. Click the desired CR note and click OK.
- If there is any amount left to be paid, then make the payment using other MOPs and click on Save the Bill button.
Note: Partial Credit Note adjustment is allowed in time of Deliver POS Order.