How To: Create a POS Order from POS / POS Back Office

POS Order is created to record the details of the order placed by the customer as in most cases the POS order is only raised for a customized item. This article describes how to create a POS Order.

Pre-requisites

1. The users' role must have access to the following features in POS Admin - Security - Roles - Access Rights - Normal POS.

   1. POS Order
   2. Allow to Add Customer
   3. Allow to Modify Customer
   4. Deposit

   5. Reprint (optional)

      In case of creating POS Orders from the Back Office, the users' role must have access to the Add, Modify, Reprint and Allow to Add Customer features in POS Admin - Role - User Role - User's role - Access Rights - Back Office - Transaction.

2. The users' role must also have access to the Deposit and Allow to select Credit Note from list features in POS Admin - Security - Roles - Access Rights - Normal POS.
   
   
3. Document Numbering Scheme for POS Order must exist.
   
   
4. Customer Tagging is mandatory.
   
   
5. Item selection is mandatory.
   
   
6. Credit Note as a MOP must be assigned to the POS.

Step-by-step guide

The process is divided in the following steps:

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Go to Tasks (or press the shortcut key F5) > Take Order.

The POS order window opens.

1. Tag Customer - 
   
   
   1. In the Customer option, create or tag a customer. 
   2. Click on the Browse option.
   3. Select the customer.
   4. Click OK.
      
      
2. Provide Due Date - 
   
   
   1. Go to the Due Date option on the top right-hand corner to enter the due date for the whole order. 
   2. Alternatively, you can also enter the due date of a particular item by entering the due date in the Due Date column in the Order Items list, for the particular item.
      
      
3. Scan / Select the item - 
   
   
   1. Click on the Select Item tab.
   2. The Item Scanning window appears.
      
   3. Scan the Barcode or enter it manually. Provide the Quantity and click Accept.
   4. The Item will be added in the Order Items List.
      
      
4. Tag a Sales Person -  
   
   
   1. Go to the Sales Person Name column and select a sales person.
   2. You can choose separate sales person for different products by clicking on the browse option. Otherwise, assign all items to be delivered by one sales person by clicking on Assign Sales Person to All button on the bottom left-hand corner.
      
      
5. Provide Home Delivery Instruction - 
   
   
   1. If home delivery is required, click on the Home Delivery Required checkbox.
   2.  Click Save.
      
      
6. Take Deposit - 
   
   
   1. On saving the POS Order, a dialog box appears.
   2. If you want to take a deposit from the customer, click Yes or otherwise click on No.
   3. If  you take a deposit, then a credit note would be created.
   4. Click on Yes to indicate that you wish to take a deposit. A Deposit/Adjustment window appears on the screen.
      
      
7. Create the credit note: 
   
   
   1. Go to Mode of Payment list and select the payment instrument.
   2. Write the amount in the Amount column of your chosen Mode of Payment.
   3. Click on Issue Credit Note and Save button.
   4. Click OK in the Record Save windows.

   5.  A Credit Note for the entered amount is created. 

      Credit Notes are valid for the number of days specified by the HO through Site Policy.

      To check for the validity of Credit Notes, look for it using the following path: Admin - Policy - Master Policy - User Settings. In the User Settings section, look for Validity of Credit Notes (issued against other bills) in days option. Credit Notes cannot be used beyond the number of days mentioned (from the current date) as per the policy.