The Flow
Create the Quick Sales Order
Print the Sales Order and give it to the customer
Customer pays
Customer receives product and receipt
How to create a Quick Sales Order?
Step 1:
In the Sales Order Listing page, click on the Sales Order Actions button and choose 'Quick Create Sales Order'
Step 2: Fill in information
When the pop-up window appears, add items and other information.
When finished, click 'Save & Print PDF'
Step 3: Format the PDF & Print the Sales Order
Choose the option 'Thermal Printer' and click 'Save and Preview' to preview the sales order in retail layout.
Click 'Print' to print the Sales Order.
Tip: For retail flow purposes, you can customize the PDF format to include the customer's tax registration number and customer code on the receipt in the PDF translation settings.
Step 4: Create Delivered DO & Paid Invoice
Click the Cash Sales Icon, the system will automatically create the delivered DO and Paid Invoice.
When the pop-up invoice window appears:
Click 'Print' to print the invoice and hand it to the customer.
Click 'Send Email' to email it directly to them after they have paid.
