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SALES MENU
 
SalesMate + Sales Menu

Add New Stock Item

 

Modify Stock Item

 

Stock Rate Setting

 

Modify Stock Item Price

 

Check Out

 

Cancel Sales

 

 

Add New Stock Item

 

In this menu you can add new stock items. This is useful when there is a new stock item arrive. There is a provision for storing item details, rate, tax, image of item and location of Item. Also you can add new stock which is not present in the list. While clicking on New button  Stock Item type Window will appear. Here you can enter a new stock item, its type, image, location and description. You can set selling price of each item.

 

Also you can set the reorder level. i.e. if the item reached on reorder level during POS sales checkout it will remind that reorder level has reached. A particular item can be purchased from POS->Purchase checkout screen. All the details about a stock item you entered here, will be displayed in POS Purchase CheckOut screen. You have the provision for editing the purchased quantity. Then that quantity will be updated to the stock.

 

You have to specify purchase price per unit and profit needed from each unit. Then it will automatically calculate selling price per unit. Either you can give the profit in percentage or in amount. If you give it in Percentage box it will automatically convert to amount and vice versa.

 

If you select Tax included in the std. selling price, then you can include tax amount in selling price. If you select Tax not included in the std. selling price, then you have to enter the tax either in percentage or in amount. If you give it in Percentage it will automatically convert to amount and vice versa. This tax will be added at the time of sales checkout.

 

You can Browse the image of the stock item using Browse Button. After that if you don’t want that image you can clear it using Clear. Also you can give the location of the stock item.

 

POS stock item window is as shown in Fig 43.After adding all item click on Add button to save it.

 

While  clicking  on Add Button, a message will appear asking “you want to add another Item?”. If you want to add another item, click on Yes, otherwise click on No. The Message is as shown in Fig 43 A.

 

 

By clicking  on New button, you can enter a new stock item type. Stock Item Type Window is as shown in Fig 44.

 

Shortcut key for Add new Stock Item is Ctrl+N.

 

 

When you click the Adv Tax Settings button you can set the tax rate for a stock item. If you select Stock item-> Tax not included in the std. selling price, then you have to enter the tax either in percentage or in amount. This tax can be distributed for different types of taxes applicable for a particular item using this menu. The total tax for that particular product will be displayed in this screen. If you already added different types of taxes(eg:CESS,VAT etc.) this taxes will be displayed as a list. You can select each tax and can enter the tax%.But the tax% given for different taxes must be equal to the total tax%.

 

Different types of taxes can be added using POS-> Tax category. Tax Rate Settings Window is as shown in Fig 93.

 

 

 

Fig 43: Add New Stock Item Screen

 

 

Fig 43 A: Message asking for adding another stock item.

 

 

Fig 44: Add Stock Item Type Screen

 

 

 

 

Fig 93: Tax Rate Settings Screen

 

 

Modify Stock Item

 

This menu is used to modify and delete a particular item. At first, select Stock Item window will appear. From this window, you can search stock either by giving Item ID, Item Name or Display Stock wise. Also you can give Item ID and stock wise or Item Name and stock wise to search stock. After selecting an item, click on Edit button. Select Stock Item Screen is as shown in Fig 45 .

 

While clicking on Edit button, another window will appear for editing or deleting selected data. Click on Edit button to edit it and click on Delete button for deleting the data. Edit/Delete Stock Item Window is as shown in Fig 46.

 

After making all the changes click on Update button to update the changes to the database as well as the list in  Stock Item window.

 

Shortcut key for Modify Stock item is Ctrl+M.

 

When clicking on Delete Button, a message will appear asking “Are you sure you want to delete selected stock Item?”. The message is as shown in Fig 46 A.

 

 

Fig. 45: Select Stock Item Screen

 

            Fig 46: Edit Stock Item Screen

 

                        

 

 Fig 46 A: Message asking for confirmation of deletion

 

 

Stock Rate Setting

 

You can set rate for each category using this menu item. When you click on this menu item Categorywise Rate setting window will appear. From here you can search and select stock item and set rate for each category. You can give deviation type, percentage deviation, amount deviation etc. If you give percentage deviation, Amount and New price will generate automatically. After setting rate for a category click on Set button to display rate in the list. AAfter setting rate for all categories click on Apply button to save the changes to the database.

 

Shortcut key for Stock Rate setting is Ctrl+R.

 

Category wise rate setting window is as shown in Fig 47.

 

 

Fig 47: Categorywise Rate Setting

 

Modify Stock Item price

This menu sets price for added stock item. There is provision for Display stockwise and assign new price to the item. This is useful when you want to change the item price of added item.

You can select or display existing stock item by using Item Id, Item Name or stockwise. When all items are displayed, select the needed  item and Click Insert button to insert that particular item. If you want all the items displayed then click on Insert All button. After that, select each item and set a price for each item. After setting price for each item, click on Set Price button to set the price. Click on Apply to save it.

Stock Item Price window is as shown in Fig.47B

Fig.47B: Stock Item Price

 

 

Check Out

 

In this menu, you can sell items with or without customer Details. If you want to include customer details, then select Include Customer Details. Also you can sell items (not the same item) in different category price in a single bill.

 

By giving customer ID you can list out customers. From the list you can select the customer. If you need more details, then click on Find button. When you click on Find button, another window Find Customer will be up. Also you can add a new customer by clicking on Add Button.

 

Here you can list out items in the stock by selecting various options such as Item ID, Item Name or Display all Items. From there, you can select the item you want to purchase and place it in purchased item list by clicking Purchase button.

 

If you want to print the receipt, then select Print Receipt. You have the provision to give Discount. You can also select Method of Payment. Net Amount, Tax Amount and grand total will be generated automatically. Previous Balance and New Balance will be generated automatically if the customer has an account. New balance will change according to the Amount Paid.

 

Also you can allow credit. If you select Allow Credit then the New Balance will updated (Added) to the Customer Balance.

 

In the case of Allow Credits, if you forget to add Amount paid and click on Done then a message will appear as shown in Fig 48 B.

 

Sales Checkout Window is as shown in Fig 48. If customer details are used in Sales Checkout then the window is as shown in Fig 48A. Uncheck Include Customer Details if customer details are not included.

 

Receipt of sales checkout is as shown in Fig 48C. To find out customer details, Find Customer window will appear. Find Customer Screen is as shown in Fig 49

 

Shortcut key for sales Checkout is F6.

 

 

                        Fig 48: Sales Checkout Screen

 

 

                    48 A: Sales Checkout Window with the items purchased for a customer

 

 

Fig 48 B: Amount paid now message

 

If you click on Yes, then the Grand total will added to customer’s account. If No, then it will maintain customer’s previous balance. If you click on cancel, then you will get the chance to enter amount in Amount Paid box.

 

 

 

 Fig 48 C: Receipt of Sales Checkout

 

 

Fig 49: Find Customer Screen

 

Cancel Sales

 

When the user clicks on Cancel Sales, Sales window will be up. In order to display details of sale in list either you can enter Bill Number or specify a period. In order to give date, first select Date (Checkbox) and then give range of dates. After that click on Show Button to show all the sales in between given dates. Sales Identification window is as shown in Fig 50.

 

Select a sale from the list and click on OK; you will get another window Sales Cancellation. Sales Cancellation window is as shown in Fig 51.

 

Items Purchased corresponding to Bill No will be displayed on list in Canceled sales. From there you can select returning item. By default, Qty Returned is 1. You can enter actual quantity returned there. In Qty to be updated to stock you can add how much quantity is updated to stock from returned quantity. In Qty to be replaced you can enter quantity of replaced item.

 

If you want to see the details of the customer then click on Details button. Details button and Adjust with Customer balance are enabled only if you entered Customer details in that Bill.

 

If you are returning money then select Return Money and Enter How much amount you are reducing from its price. Either you can give it in Amount or in Percentage. Amount to be returned after deduction will be generated automatically. You can return that much amount to your customer.

 

If you are adjusting that with customer Balance then the returned amount will be added to previous balance and you will get new balance of the customer.

 

To Roll Back the sale, click on Roll Back Button. After that click on Apply Button to save the rolled back details. Roll Back details is as shown in Fig 51 A.

 

 

Fig 50: Sales Window

 

 

Fig 51: Sales Cancellation Window

 

 

 

Fig 51 A: Receipt after Roll Back