Orders in the Physical Stores

Billing is the process of sales order creation in any of the stores.

In POS Screen click "Sales Order" appear, create sale order directly from POS. Select customer, products and click on SAVE button, sales order will be created. Pop-up message display after successfully created sales order.

Create Sales Order

Sales screen creates orders for any customer.

How to create sales order

  1. Open the Point of Sale.
  2. Click Sales section.
  3. Search for the Registered Customer with their Name or Phone Number.
Tip

Sales can be made to a registered customer and to a unregisted customer. Shall register a customer in this screen itself for any willing customers.

Tip

Use Add Customer icon button to register a new customer.

  1. Enter SKU or GTIN of the ordered product in the Sales Item box. The product will be added to Cart.
Tip

If using a Barcode label with SKU or GTIN - scan the barcode using any Standard barcode reader in to this field.

  1. Repeat the above step for all the products.
  2. Update product quanity in the cart if needed.
  3. Press Save button.

How to add product to customer cart

From the O2VEND POS sales screen, Add product to customer shopping cart by using ADD TO CART button.

How to search products in Sales Screen

Sales screen allows to search for the available products in the warehouse. Follow below steps.

  1. Open the Sales screen in the POS application.
  2. In the right hand side - click Search button.
  3. In the opened popup - search for the product with any data.
  4. Once find the product, press Add to Sale Item against the product.
  5. The product will be added to the Cart.

How to apply offers.

O2VEND is a platform which provides Omni Channel experience to all its stake holders. Same offers apply acrross online and physical stores.

  1. Open the Sales screen in the POS application.
  2. In the right hand side - click on the Promotions button.
  3. Offers applicable are all displayed.
  4. Click on any of the Offer and press Apply.
  5. The selected offer will get applied to the cart and discount applied.
Tip

See more of setting offers in Cart Price Rule

Warning

Any changes to the Cart or Customer after the offer is applied - will mark the offer in Red color. In such cases Re apply offer.

How to add products quickly to the Cart.

O2VEND proviedes features to add products quickly to the cart via Quick Add

  1. Open the Sales screen in the POS application.
  2. In the right hand side - click on any of the products under Qucik add section.
  3. The products will be added to the Cart.
Tip

Setup products to be shown in the quick add section. Set up the Quick add products in Quick Add

O2VEND provides functionality to print Point of Sale bill.

How to print sale bill

  1. Open the Sales screen in the POS application.
  2. Once all the details are entered press Save and Print
  3. Print bill is generated and printed.
  4. Shall use Thermal printer or Laser-A4 to print the bill.
  5. Reprint the created sales order in Reprint.
Tip

Use Edit customer icon button to edit customer information during the billing process. Always check with the customer in the billing counter on their data accuracy.

How to assign serial and lot number

  1. Open the Sales screen in the POS application.
  2. Enter the serial or lot number enable products.
  3. Now enter the serial or lot number.
  4. Press Save button.