Retail Sale Order

How to | See Also | Summary

• Retail Order is basically used for making Order as per customer requirement and according to their given measurement and sample, Now once the retail order created then the next step is to finalize and send to Head office, From there the work for Order start, As per head office availabilty they may buy retail order from any supplier or manufacture it by their own, After further processing the order will be sended out to retailer store and Order is now ready to deliver to customer end.

Blocks:

Memo Block:
Memo Block consists bill mode , Memo number, Memo date and Document Number.

1. Bill Mode. :Bill mode for retail order is already set as Retail sale Order.
2. Memo No. : Memo number is useful at alteration module and also at memo search, It will automatically generated after save click, it is the order sequence of document number as per bill created
3. Memo Dt. : Memo dt. is date on which memo is going to create, it will automatically set as on opening date for Retail sale Order
4. Doc No. :Document number is the actual document number,Likewise memo number this will also automatically generate after save click, this contain four things Order name/Current stock unit number or branch number/financial year/ Document number.

Last Doc Block:
Last Bill Block contain details about recently saved bill , it consist document number and bill amount of last document.
Customer Block:
Customer Block consist the selected customer detail such as its full name, Address and phone number and Current balance which show detail of the amount of debited or credited.
Salesperson entry:
In this you have to enter salesperson name by specify the name and if the name is exist into salesperson master then the name will appear into the list will of salesperson appear.
Article entry block:
Article entry block contain Article number, Color, style,brand, Quantity, Mrp, Discount, Net amount, Trial date, Date of delivery and comments field.
Item list table:
It consist the list of item into table which consist the detail which user enter through Article entry block.
Current Item block:
Current Item block consist the current selected item image with price.
Status Block :
Status Block will show the status for the process of order.
Delivery Status Block:
Delivery Status Block show the delivery status as ready to deliver when the order is dispatched from head office to retail store..
Order amount block:
Order amount block consist subtotal, bill level discount, other charges and bill amount detail, this button click will open the payment form .

Tools:

Find item or bill:
This button help to find item or bill by simply one click, this will open the search box where you can specify the item for search.
Xn History:
Xn history is the transaction history help user to view the item stock qty and other transaction detail by this button click.
Set Measurement and Image:
This field is used to enter the measurement and assiging image or sample with the order.
Finalize or send:
This button is used to send the order after finalization to head office for futhur purchasing or manufacturing.
Order return.:
This Button click will return the order back to retail.

How To:

• Create new Retail sale Order.
• Finalize or Send Order to head office
• Return Retail sale Order
• Create New Customer
• Assign or Select customer for billing
• Perform Advance Customer Search
• View Transaction History
• Select Advance Payment for Order
• Assign Measurement and Image sample with order
• Deliver the item to Customer
• Print the receipt for order
• Select Short Keys

Create new Retail sale Order :

Note: First create a customer or Assign Customer for retail order else it will cause message for customer creation at the time of save.

1. Click on Retail Order from Module Bar.
2. Now click On New from Tool bar.
3. Must Assign Customer for Order.
4. Now Specify the article number into Order entry block.
5. Now related parameter as per customer requirement like color, style, size, brand and quantity etc.
6. Set measurement and image sample with order
7. Press Alt+S for Save.
8. Message box will appear with the message "Are you sure to Save & Print".
9. Click On Yes for Save & Print.

Finalize or send order to head office:

Note: Once you saved the order, You have to finalize the order and send to head office.

1. Click On Revert button after saving the order.
2. Now,Click On Finalize or send Button from Tool bar.
3. Message box will appear with the message "Are you sure to finalize the order and forward to processing".
4. Click On Yes.

Return Retail sale Order :

Note: Once you saved the order, You can also return the order.

1. Click On Order Return from toolbar.
2. Message box will appear with the message "Are you sure to return the order".
3. Click On Yes.

Select or Assign Customer:

1. Click On Customer Block.
2. Customer Search form will get open up.
3. Now Specify the customer any detail into Search Bar
4. Click On Go button.
5. Select the customer from displayed list.
6. Click on ok button .
7. You can also do advance search for searching the customer see this... .

Perform advance search for customer address:

1. Click on advance serach button into Customer Search page.
2. Now, advance search page will get open up.
3. Specify the detail if you know like first name, last name etc.detail of customer.
4. Click on Ok.
5. Select the customer from displayed list into search box.
6. Click on ok button .

Assign Measurement and Image sample on items:

Click On Set Measurement and Image button .

Measurement and Image Page will get open.

Specify the Measurement on an order sequence

Now,If you also want to assign image then Click on Add image button.

Browser dialog box will get open.

Specify the location and select the image

Click On open button into dialog box

Now the selected image will assign with the image

Click On close button.

Deliver order to customer :

Note: Once you receive the order from head office, You have to deliver it to customer.

1. Click On Delivery status button if it is mentioned as "Ready to deliver".
2. Now, the selected Order will be converted into Cashmemo in retail sale.
3. Specify payment.
4. Save the bill.

Print the Receipt for Memo:

Click On Print from Toolbar.

Select the document to print from list.

Now Click On Print button into print form.

Shortcut Keys:

See Also: Retail Sale | Receipt & Payment | Alteration