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Apply nearest round off for Order Total

Order total will be rounded off to the nearest decimal. For example, Rounding to zero decimal places: 15.47 rounds to 15.00

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Date Change

Remember last date entered in voucher

If your site is having 'Allow Date Change in Orders and Vouchers' feature enabled, then you can enter voucher dates manaually and also edit them. Everytime whenever a new voucher is created, the voucher date is automatically filled with today's date by default. When 'Remember the last date entered in the voucher' is enabled, everytime a new voucher is created the last entered date will be filled up automaticall in the new voucher.

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Allow Date Change in Orders and Vouchers

It enables manual date change of order and voucher dates.

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Product Tax

Allow Product Price Including Tax

If enabled, the product selling prices are considered as Including taxes.

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Allow Product Cost Including Tax

If enabled, the product Cost / Purchase prices are considered as Including taxes.

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Hide Advance Payment Movement to Sale Popup

This feature hides the Advance Payment Movement to Sale popup in the Back Office after a Goods Delivery Note (GDN) is created.

Location

Back Office → Features → Hide Advance Payment Movement to Sale Popup

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Steps to Enable

  • Log in to the Back Office.
  • Navigate to Features.
  • Locate Hide Advance Payment Movement to Sale Popup.
  • Switch the toggle to ON.

Before

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After

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Benefits
  • Prevents interruptions during order processing.
  • Keeps the interface clean and focused.

Order Item Wise Sales Employee

This feature allows assigning sales employees to individual items within an order. Useful in POS where multiple employees handle different products in a single transaction.

Location

Back Office → Features → Order Item Wise Sales Employee

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Steps to Enable

  • Log in to the Back Office.
  • Navigate to Features.
  • Click Order Item Wise Sales Employee.
  • Switch the toggle to ON.
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Benefits

  • Provides detailed sales attribution.
  • Enables accurate commission calculation.
  • Improves employee accountability and reporting.

Work Order in POS

Enables work order in POS for businesses offering services or custom jobs. A work order represents tasks or services that need completion before delivery.

Location

Back Office → Features → Work Order in POS

Steps to Enable

  • Log in to the Back Office.
  • Navigate to Features.
  • Locate Work Order in POS.
  • Switch the toggle to ON.
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Before POS

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After POS

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Benefits
  • Simplifies service order management.
  • Tracks pending work orders and completion status.
  • Enhances customer experience with clear documentation.

Adjust in Points

This feature enables businesses to convert payments into loyalty points or redeem loyalty points as payment, which is particularly useful for handling partial deliveries or rewarding customers.

Location

Back Office → Features → Adjust in Points

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Steps to Enable

  1. Log in to Back Office.
  2. Navigate to Features.
  3. Enable one or both options:
    • Adjust Payment to Point – Converts payment amount into points.
    • Adjust Point to Payment – Converts points into payment amount.
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  1. Click Save.

How It Works in Real Scenario

  • A customer places an order for three products and completes payment.
  • During Goods Issue, only two products are delivered.
  • The amount for the undelivered product can be:
    • Converted into loyalty points using Adjust Payment to Point.
  • Later, when a new order is placed:
    • Those points can be redeemed as payment using Adjust Point to Payment.

In the Payment Screen

As shown in the image:

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  • Two options are available:
    • Add additional payment as customer point
    • Add remaining payment from customer point
  • Enter the amount or points as required and confirm by clicking OK.
Benefits
  • Enhances customer engagement.
  • Provides flexibility in payment and rewards.
  • Maintains accurate balances.

Invoice Details via SMS

Sends essential invoice details (invoice number, amount, payment status) via SMS instead of a full PDF. This feature integrates with O2VEND SMS module for template setup and message tracking.

Location

Back Office → Features → Invoice Details via SMS

Steps to Enable

  • Log in to the Back Office.
  • Navigate to Features.
  • Locate Invoice Details via SMS.
  • Switch the toggle to ON.
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How It Works

  • After enabling, the system sends invoice details via SMS automatically when an invoice is generated.
  • The SMS includes:
    • Invoice Number
    • Order Total
    • Payment Status
    • Store Name
  • Messages are sent using pre-configured templates under Inbox → Configuration → SMS Templates.
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SMS Template Setup

  • Template Type: SMS

  • Template Goal: Invoice Notification

  • Template Object: Invoice

  • Template Event: InvoiceCreated

  • DLT Template ID: Required for sending SMS in India

  • Message Content Example: Dear {{CustomerName}},

    your invoice {{InvoiceNumber}} for order total {{OrderAmount}} is generated.

    Payment status: {{PaymentStatus}}.

    Thank you for shopping with {{StoreName}}.

Benefits
  • Quick communication without internet dependency.
  • Centralized template and message management.
  • Improves customer experience with timely updates.

Invoice via WhatsApp

Invoice via WhatsApp feature enables invoice PDFs to be sent directly to customers through WhatsApp. This helps in faster invoice delivery, reduces manual effort, and supports paperless Invoice.

Feature Location

Back Office Path: Features → Invoice via WhatsApp

Enable Invoice via WhatsApp

  1. Log in to O2VEND Back Office.
  2. Open Features from the left-side menu.
  3. Locate Invoice via WhatsApp.
  4. Turn the toggle ON to activate the feature.
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Feature Working

After enabling this feature:

  • Invoice PDFs can be shared with customers through WhatsApp.
  • Invoice sharing can happen in automatically through configured WhatsApp templates.
  • The invoice is delivered as a PDF attachment to the customers registered WhatsApp number.
  • Messages are sent using predefined configured templates under Inbox → Configuration → WhatsApp Templates.

WhatsApp Template Configuration

Automatic Invoice Sharing

To automate invoice delivery, a WhatsApp template must be configured.

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Template Details
  • Message Name: invoice_notification
  • Template Type: Utility
  • Event: InvoicePrint
  • Language: English
  • Goal: Information
  • Object: Order
  • Template Status: Enabled
  • Channel Groups: Selects which customer groups can use this template.

Message Body Example

Dear {{1}}, your invoice {{2}} for order total {{3}} is ready. Click here to view the invoice: {{4}}

Dynamic Fields Used

  • {{1}} – Customer Name
  • {{2}} – Invoice Number
  • {{3}} – Order Total
  • {{4}} – Invoice PDF link