Retail Sale

How to | See Also | Summary

• Retail sale is the functions and activities involved in the selling of commodities directly to consumers or customers. Retail sales include various type of block, tools and configuration setting for memo creation, item entry, Different Payment type, sale return, issue credit note or credit.

Blocks:

Memo Block:
Memo Block consists of bill mode type , Memo number, Memo date, Document number.

1. Bill mode : Bill mode is used to select different type of memo, Basically Memo is the receipt or document used in retail store by the seller and given to the buyer or Customer during any purchase or sale transaction.


• Cashmemo
  This memo is created for billing of items, the document prepared by the seller and given to the customer during a purchase of item, it act as a evidence or proof that the amount is paid by customer by various mean to its seller.


• Approval Memo
  This memo is created in case when known customer wants to take the items for some day without paying for it which mean by this memo stock get reduced from store which is yet not recorded as sale, this approval memo can be further converted into cashmemo.You cannot return back an item once it was sold.


• Quote
  This memo is created when customer only need basic idea about product or items. In this case no payment or no sale transaction is done but the document is prepared by the seller to customer about the quotation of items with respect to their amount.


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 date is date on which memo is going to create, it will automatically set as on opening date for sale
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 Sales type/Current stock unit number or branch number/financial year/ Document number.

Last Bill 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 with its full name, Address and phone number and Current balance which show detail of the amount of debited or credited.
Salesperson Entry Block:
In this you have to enter salesperson name by specify the name and if the name of salesperson is exists into salesperson master then only name will appear into list.
Item Entry Block:
This block contain Product code, Mrp, Quantity, Discount, percentage Discount, Net amount, Remarks fields for make the sale entry and related sale transaction with the product.
Item list table Block:
Item list table consist all the entered item details through Item entry block by salesperson.
Current Item Block:
This block consist the current selected item decription with its image and price.
Bill amount Block:
This block field consist subtotal, bill level discount, other charges and bill amount detail, this button click will open the payment form.
Summary:
This block field consist all the summary related to item being sold like total quantity, Mrp value, tax amount, Alteration quantity, delivered quantity.
Dispatch:
If the item is dispatched to customer by any medium like ecommerce the customer select the item and item is dispatched to their desirable address.
Hold and Restore Block:
If the salesperson want to put the bill on hold or Restore the hold bill then this click button will put on hold the bill and also restore from hold status.
Reference:
This caption field consist the reference document detail, this refrence will show detail of document like approval, quotation and retail order.

Tools:

Import Items :
Importing the item makes easier and faster to search for any items, you can import any barcode by three ways first through text and csv file format, Internal module and last is through barcode range. Alteration:
Alteration is useful for tailoring process and this option will appear after saving the memo so that if any alteration is needed from customer side then this button click will directly open the alteration module.
Setting:
This setting helps you to set various type of enable and disable settings of MRP, quantity, discount setting, Net amount setting, salesperson and remarks controls, this setting is also called as expand mode , If Checked means the control will enable at the time of expanded item entry , Unchecked will disable the controls into expanded entry setting.
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 quantity and other transaction detail.

How To:

• Create new Cashmemo Bill.
• Create new Approval Memo
• Create new Quotation
• Change Bill Mode
• Create Cashmemo from quotation
• Perform new Sale Return
• Raise Bill from Approval Memo
• Create New Customer
• Assign or Select customer for billing
• Perform Advance Customer Search
• Perform Memo Search
• Perform Advance Memo Search
• Find Items
• Perform Advance Items Search
• View Transaction History
• Select Payment Method for Cashmemo
• Issue Credit to customer on Cashmemo
• Issue Credit note to Sale Return
• Specify Item level details
• Set Expand Mode Settings
• Import Items
• Put bill on Hold / Restore
• Assign Discount, other charges and Remarks On bill level
• Put item on alteration from Retail sale
• Print the receipt for Memo
• Shortcut keys
• Configuration Settings

Create Cashmemo Bill :

1. Click on Retail Sale . from Module Bar.
2. Now click On New from Tool bar.
3. First, Make sure that bill mode label is set as Cashmemo, if not then set Bill mode as cashmemo.
4. Now Scan the Barcode of item.
5. Press Alt+S for Save.
6. Message box will appear with the message "Are you sure to Save & Print".
7. Click On Yes for Save & Print.

Create Approval memo :

Note:

• Always remember Customer name is necessary while creating an Approval Memo, without the customer name it will cause error message at save click.
• Payment option is disable for Approval Memo, Payment will be only possible on the approved item by Cashmemo through raise bill.

1. Click on Retail Sale . from Module Bar.
2. Now click On New from Tool bar.
3. First, Make sure that bill mode label is set as Approval memo, if not then set Bill mode as Approval.
4. Now Scan the Barcode of item.
5. Press Alt+S for Save.
6. Message box will appear with the message "Are you sure to Save & Print".
7. Click On Yes for Save & Print.

Create Quotation Memo :

Note: Always remember in case of Create Quote payment mode is disable.

1. Click on Retail Sale . from Module Bar.
2. Now click On New from Tool bar.
3. First, Make sure that bill mode label is set as Quote memo, if not then set Bill mode as Quote.
4. Now Scan the Barcode of item.
5. Press Alt+S for Save.
6. Message box will appear with the message "Are you sure to Save & Print".
7. Click On Yes for Save & Print.

Change Bill Mode :

1. Click On Bill mode Button.
2. Now Bill mode page will open.
3. Select any one Memo Type from the list ( Cashmemo or Approval memo or Quote).
4. Click on Ok button.
5. Now the Memo type which you have selected will set into bill mode.

Create Cashmemo from Quotation:

1. Click On New from Tool bar.
2. Now Click Import from Quote button from tooolbar
3. Select the quotation from list which you want to convert into bill.
4. Click On Ok button.
5. Now, the selected quotation will be converted into Cashmemo.
6. Specify payment.
7. Save the bill.

Perform Sale Return :

1. Click On New from Tool bar.
2. First, you have to specify bill mode label as Cashmemo.
3. Click on Product code Field.
4. Press F11 from Keyboard , The field get highlighted.
5. Scan the barcode for item.
6. Now press F12
7. Now, Issue Credit Note to customer for the sale return see this...

Raise Bill from Approval memo :

1. First Find the Approval Memo .
2. Now,Click On Raise Bill button from Tool bar.
3. Now, Approval Memo page will get open up.
4. Now, you have to approve the item.
5. Tick on bill box if the customer want to purchase the item or Tick On Return Box if the customer want to return the item .
6. Click On Ok button into Approval memo.
7. If you have Ticked on Return checkbox, a message will appear, "item is successfully taken into stock".
8. If you have Ticked on bill checkbox then cashmemo will get open for payment.

Select or Assign Customer:

1. Click On Customer Block.
2. Customer Search form will get open up.
3. Now Specify the customer name 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 search 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 .

Perform Memo Search:

1. Click on Revert from Toolbar.
2. Now, Click on Find
3. Specify the Memo number into memo search page.
4. Click On Go button.
5. Select Memo from list.
6. Now Click On Ok, the memo will get open.
7. You can also do advance search see this...

Perform advance search for Memo :

1. Click on advance search button
2. The advance search page will get open.
3. Specify the detail like party name, document number, date etc.
4. Now,Click on Ok button.
5. Select the Memo from the list.
6. Click On Ok button.

Find Items:

1. Click On New from Tool bar.
2. Press F3 from keyboard
3. Now,Item search page will get open up.
4. Specify the Article number or item number.
5. Click On Go button.
6. Select the item from the list.
7. Now,Click On Ok button.
8. You can also do advance search for item. see this

Perform advance search for Item :

1. Click on Advance search Button.
2. Now advance search page will get open up.
3. Specify the description like parameter color, size etc.
4. Now,Click on Ok Button.
5. Select the item from the list.
6. Click On Ok button.

Specify Item level details

Here you can specify the item level detail like quantity,MRP, discount and remarks

1. Press F7 from
2. It will expand the item entry block.
3. Now Specify the item level detail which you want
4. Click on Go button.
5. You can also enable and disable the controls for faster entry by Simply Click On setting. see this...

Set Expand Mode Settings:

Click On Settings.

Now,Setting Page will get open.

Tick On the Setting which you want to make enable into item entry block.

Also,Untick On the Setting which you want to make Disable into item entry block.

Click on ok button .

Put bill on Hold / Restore:

Note:

• Whenever the salesperson wants to put bill on hold, he/she should simply Click on hold block .
• Whenever the salesperson wants to Restore the holded bill then he/she again simply Click on hold block to restore the holded bill .

Press F9 .

Bill hold Page will get open.

Now, Click On Hold this bill button.

You can also restore the hold bill by simply follow the steps as shown below.

Again Press F9.

Bill hold Page will get open.

Now, Click On Restore hold bill button.

Restore Hold bill page get open up.

Select the bill to restore from table .

Click on Ok button.

Put item on alteration module:

Press F12 .

Specify the charges for alteration into Other Charges.

Press Alt+S key.

Message box will appear with the message "Are you sure to Save & Print".

Click On Yes for Save & Print.

Click On Alteration button from Tool bar.

Now the Alteration module will get open up.

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: Receipt & Payment | Retail Order | Alteration