• Tutorials

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    • Getting Started
    • O2VEND Store
      • My Stores
        • Create Store
      • My Account
        • My Profile
        • Manage Billing
        • Support Desk
    • Store Setup
      • Initial Store Setup
    • Dashboard
      • Dashboard
    • Orders
      • Quotation
      • Sales Order
      • Purchase Order
      • ActiveCarts
    • Vouchers
      • Sales
        • Manage Sales
        • Create Sales Invoice
        • Cancel Sales Invoice
        • How to create GDN(Goods Delivered Note)
        • How to add lot for products in GDN
        • How to view sales details
      • Purchase
        • Manage purchase
        • Create Purchase Invoice
        • Cancel purchase Invoice
        • How to create GRN(Goods Received Note)
        • How to add lot for products in GRN
        • How to print a barcode label in purchase
        • How to view purchase details
      • Credit Notes
      • Debit Notes
      • Receipt
      • Payment
      • Journal
      • Contra
    • Inventory
      • Manage Stocks
      • Stock History
      • Print Barcode Label
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      • Receipt Challan
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      • Stock Take
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      • Bulk Product Price update
      • Bulk Product Updates
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      • Order Reports
        • Sales Order Summary
        • Purchase Order Summary
        • Sales Order Shipment Report
        • Sales Order Pending Item Report
        • Purchase Order Pending Item Report
        • Sales Order Pending Item Summary
      • Inventory Reports
        • Stock Summary
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        • Stock/Location Summary
        • Reordering Stock Summary
        • Stock Valuation Summary
      • Products
        • Sold Product Categories
        • Category Product Return
        • Product Sale Summary
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      • Pos Reports
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        • Current Cash Registers
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        • Sales Report
        • Purchase Report
        • Sales Summary
        • Purchase Summary
        • Receipt Report
        • Sales Items Summary
        • Daily Settlement Report
      • Account Reports
        • Ledger
        • Cash Book
        • Day Book
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        • Purchase Books
      • Miscellaneous Reports
        • Output Detailed Tax Report
        • Output Tax Report Summary
        • OutStanding Report
        • Gross Profit Report
        • GSTR-1 Report
      • Financial Reports
        • Balance Sheet
        • Profit And Loss Report
        • Trial Balance
    • Settings
      • Settings
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        • Business Details
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        • Operating State or Province
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      • Users
        • User Role Management
          • Set Up Employee Roles
          • Ecommerce
          • Point Of Sale
          • Back Office
          • Sales App
        • customers
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        • vendors
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        • User Date Setup
        • Credit Rules
      • Loyalty and Promotions
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        • Quick Add Buttons
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      • Web Store
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        • Page Header
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      • Stock Settings
        • Unit Of Measure
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        • Unit Of Measure Conversions
        • Stock Levels
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        • Print Barcode Label Settings
      • Account
        • Financial Year
        • Voucher Numbering
    • Features
      • General
      • POS
      • Webstore
      • Integration
    • Profile
      • My Profile
    • Manage Physical Stores
      • Login
      • Sales Bill
        • Manage sales orders
        • How to add products to a customer's shopping cart
        • How to apply discounts/coupons
        • How to search products in Sales Screen
        • How to add products quickly to the Cart
        • How to add serial and lot number
        • How to Print sales bills in POS
      • Receive Payments (Receipts)
      • Delivery
      • Invoice Receipts
      • Manage Cash Register
      • Reprint
      • Dashboard
      • POS Offline
      • Stock Transfer
    • O2VEND App
      • Install O2VEND App
      • Home
      • Customers
      • Orders
      • Products
      • Receipts
      • Stock Movement
    • Webhooks
      • Webhook
      • Examples of JSON format data via webhook
      • Testing webhook

    Sales Agent App - Customer details

    In this section, learn how to create orders, invoices and receipts for customers from the app. Administrators can see all the customer details; but as sales agents they can only see their allocated customer details.

    Create Order

    Lets see how a order can be created by the agent for a customer.

    Create Order on behalf of Customer

    1. Select the customer name
    2. Open Order tab
    3. Click the Plus button.
    4. Click Add button.
    5. Select the product items names to the orders.
    6. After selecting the items, click Add Item.
    7. Now, the products is adding to the orders screen.
    8. Then, click Create Order button. Orders now created for this customer.

    Create Invoice for a customer

    To create the invoices follow below steps,

    How to Create Invoice

    1. Select the customer name
    2. Open the Invoice tab
    3. Click the Plus button.
    4. Click Add button.
    5. Select the product items names to the invoices.
    6. After selecting the items, click Add Item.
    7. Now the products are added into the screen.
    8. Then, click Create Invoice button. Invoices now created for this customer.

    Create Receipts

    To create receipts follow below steps,

    Create receipts to collect the amount from the customer

    1. Select the customer name
    2. Open Receipt tab
    3. Click the Plus button.
    4. Click Add button.
    5. Select the invoice number to create receipts.
    6. After selecting the invoice number click Add Item.
    7. The invoice details are added into the receipts screen.
    8. Then, click Create Receipt button. Receipts now created to this invoices.
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