Making Sales Orders

There are instances in some specific retail verticals that customer will not pick the product immediately at point of sale. Example is cake shops where the customer orders for the cake and picks it up later.

In this scenario at POS a Sales Invoice and Sales Order is generated. The Sales Invoice will have the "update stock" button unchecked because delivery is yet to be made.

To activate this the "Allow Create Sales Order" button will have to be checked in the POS Profile.

Once this is checked a field is displayed at POS where the cashier can choose if the transaction is to be an Invoice or an Order

If the cashier wants to place an order she changes the invoice to order.

The Cashier is also giving the option to add a delivery date and delivery notes either for item as shown below

It is also possible to add the delivery info in the payment page as shown below. This is better if the items in the cart have the same delivery data.

Once the transaction is completed a Sales Invoice and a Sales Order is automatically created.