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: Create a Quick Sales Order
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'
Update: Scan Barcodes to add items
Click on 'Scan Barcodes' to start scanning
After scan barcode, click Apply to Adding items into Quick create new SO modal
Update: Auto create DO, INV, Receipt
You can now tab to choose payment method.
Click Pay Sales & Delivery to let system automatically create delivered order, invoice, and receipt
Step 3: Print Paid Invoice
After click Pay Sales & Delivery, the invoice PDF 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.
Format the PDF & Print the Sales Order
If you choose Save & Print SO PDF, the sales order PDF will appears.
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.
