Sales orders
24 articles
- Displaying Stock Item Balance When Selling in POSCashiers often need to know the stock item balance (the number of pieces available in warehouses for each stock item)…
- Using the "Cash on Delivery" Payment Method from the Payment ScreenFor home delivery orders, you cannot automatically create a cash document because the amount has not yet been received…
- Selling by Serial Number in POSSelling by serial number is an essential feature in stock and sales management, as it helps track items precisely and…
- Creating an Order in POSCreating orders in Edara helps you keep a complete record of all sales activities, making it easier to track orders…
- Checking the Available to-sell Stock BalanceDuring daily sales operations, cashiers need to know the available stock of each product to complete sales transactions…
- Creating Price Tiers for Stock Items and Using Them in POSIn some industries, cashiers deal with different customer segments, requiring them to set up various price tiers (such…
- Adding/Removing Tags for Each Sales OrderTo simplify the organization and tracking of sales orders, you can add or remove tags directly from the sales orders…
- Creating a Sales Return from POSIn daily sales management, you may need to process product returns due to customer desire changes, order misentry, or…
- Returns and Exchanges in Point of SaleA customer may come back after buying to return some items or swap them for others; in a clothing store, for example, they may want a different size or color. So you can return a sales order in full or in part right from Point of Sale, or exchange some of its items for other items in the same transaction.
- Creating a Pre-order in POSIf you have a store where the order taker (salesperson) is separate from the cashier, and a customer wants to prepare…
- Fulfilling a Pre-order in POSAfter creating a pre-order in Point of Sale, preparing the order, delivering it to the customer, and receiving payment…
- Viewing Sales Orders for Specific PeriodsSuppose a customer encounters an issue or inquires about a specific order on a particular date.
- Reading Actual Weights for Weighted ProductsWhen selling weighted products such as cheese, grains, or nuts, the actual weight after preparation may differ from the…
- Changing Sales Order Print TemplatePrint templates may vary depending on the stage of the sales order — for example, using a “Preparation” template during…
- Updating Actual Quantity of Stock Items Using BarcodeWhen selling stock items that are prepared before delivery, the actual quantity after preparation may differ from the…
- Creating a new customer in Offline ModeYou can register a new customer while working in offline mode to complete sales transactions without needing an…
- Canceling a Sales OrderIn some cases, a customer may create a sales order and then decide not to complete it. Therefore, the system enables…
- Approving and Issuing Sales Orders from POSWhen processing sales orders, you can complete both approval and issuance directly from the Point of Sale (POS) to…
- Selecting the Data Source for Sales Orders in POSThe display of sales orders in the Point of Sale (POS) depends on their source of creation, as you can define the data…
- Saving a View on the Sales Orders PageInstead of rearranging columns or filtering data every time you open the Sales Orders page, you can now save your…
- Selecting a Salesperson in Sales Order 2.5Selecting a salesperson within the Sales Order provides greater flexibility in assigning the appropriate salesperson to…
- Opening and Closing Register in Point of SaleAt the beginning of each shift, the cashier is required to record the amount of cash available in the cash Register…
- Using Multiple Payment Accounts in Point of SaleA customer may need to pay a sales order using more than one payment method in a single transaction, such as paying…
- Displaying Sales Orders for Specific Periods in Edara 2.5Displaying sales orders within a specific date range helps you analyze selected orders, review their details, and make…