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OneClick Sale Order Create from Point of Sale
The OneClick Sale Order App enhances Point of Sale (POS) operations by enabling the instant creation of sale orders directly from the POS screen. It is specifically designed to handle large or complex orders that need to be registered in the regular sales module. With just one action, products are automatically transferred into a structured sale order, eliminating the need for manual entry.
Features
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Features
Easy Integration with POS
With this module, users can easily integrate the POS system with the regular sales module by simply enabling the "Create Sale Order" feature in the POS configuration. This feature ensures that large or complicated orders can be transferred into the sales module with a single action, streamlining workflows and reducing errors that might arise from manual data entry.
Customizable Delivery Options
The module allows users to create sales orders with a customized delivery address. A popup window prompts users to either select a different address or use the default one. Additionally, users can choose to include an extra charge for delivery, providing businesses with flexibility to handle special shipping requests or specific customer needs.
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1.) Create Sale Order Configuration
The configuration options to enable the creation of sale orders directly from the POS. Configuration in users can select their shop and activate the "Allow Create Sale Order" feature.
2.) Create Sale Order Button in the POS
The POS interface is enhanced with a new button that allows users to instantly create a sale order. This feature simplifies the process and reduces the time needed to switch between different modules.
3.) Create Sale Order Popup
This popup window allows users to choose whether to ship the order to a different address or the default one. It also offers the option to add an extra delivery charge, giving flexibility for businesses with special shipping needs.
4.) Address Fields When User Chooses a Different Address
When users opt to ship to an alternate address, they are prompted to enter the new address details. This ensures that the sales order is accurately fulfilled according to the customer’s shipping preferences.
5.) Extra Delivery Charge Field
Here, users can specify if there will be any additional charges for delivery. This is a handy feature for businesses that offer premium or urgent delivery services, ensuring that all charges are clearly stated in the sale order.
6.) Created Sale Order Details
After creating the sale order, users can view detailed information about the order directly in the POS. This section helps in tracking the status and ensuring all details are correct.
7.) PDF Sample of Sale Order
The module automatically generates a PDF version of the sale order, allowing businesses to print or save it for record-keeping. This is essential for maintaining professional documentation.
8.) Confirmation Screen
This screen provides a final confirmation of the sale order creation, ensuring that users can double-check the details before finalizing the process.
9.) Warning if User Clicks Create Sale Order Button Without Adding Product
A warning message will appear if users try to create a sale order without first adding a product to the cart. This safeguard helps prevent errors and ensures that no incomplete orders are created.
10.) Warning if User Clicks Create Sale Order Without Selecting Customer
Similarly, if the user attempts to create a sale order without selecting a customer, a warning message prompts them to choose a customer first, ensuring that all orders are properly linked to customer profiles.
User Guide
