Sales & POS Configuration Features – Tutorial Guide
This guide explains:
- Outstanding Payments Alert
- Disable Lot Popup in POS
Both features help improve billing accuracy and sales workflow control.
🔹 1. Outstanding Payments Alert
Overview
The Outstanding Payments Alert feature shows a customer's pending dues while creating a Sales Invoice.
This helps prevent credit risk and ensures better payment tracking.
Purpose
When creating a sales invoice:
- System automatically checks customer outstanding balance
- Displays pending amount alert
- Helps sales team take decision before billing
What Is Considered Outstanding?
- Unpaid sales invoices
- Partial payments
- Overdue vouchers
- Pending credit balances
⚙️ How to Enable
- Go to Back office - Features
- Navigate to Outstanding
- Find:
Show Outstanding Payments Alert
- Enable the option
- Save changes
📊 Benefits
- Prevents excess credit sales
- Improves payment recovery
- Reduces bad debts
- Better financial control
🔹 2. Disable Lot Popup (POS)
📌 Overview
The Disable Lot Popup feature removes the automatic lot selection popup in POS billing.
This is useful when:
- Lot tracking not required
- Single lot available
- Faster billing required
🏷 What Is Lot Popup?
When selling a lot-tracked product:
- System shows lot selection window
- User must select lot before billing
Example:
Select Lot: LOT-001 (10 Qty) LOT-002 (5 Qty)
⚙️ How to Disable
- Go to POS Settings
- Navigate to Lot Configuration
- Enable:
Disable Lot Popup
- Save settings
🎯 What Happens After Disabling?
- System automatically selects lot
- No popup during billing
- Faster checkout process
⚠️ Important Note
Disable only if:
- FIFO auto lot selection enabled
- No manual lot control required
- Retail environment needs speed billing
If strict batch control required → keep popup enabled.
These features improve:
- Financial control during sales
- Faster POS billing process
- Customer credit monitoring
- Operational efficiency
Proper configuration ensures smooth and secure sales workflow.