ID #1654

Is it possible to view the customer's total transaction amount on sale screen?

Scenario: We are not using CRM point concept. During sale transaction we want to gives discount to the customers on basis of last total sale amount. i.e.

  • Sale Amt >20000  = 4% discount
  • Sale Amt >30000  = 6% discount
  • Sale Amt >50000 = 8% discount  and so on

So, we want to check the last total sale amount of the customer, in the basis of that we will give discount in current bill. Also want to find the customer through mobile number.

Answer:

Please follow the steps given below to implement the task.

Step 1: Setting the Sale Option

  1. Go to Main Menu > Sale Management > Transaction > Sale Invoice (Scan POS)(S  > T > S)
  2. Alt + O
  3. Set “Show info on Customer select = Yes”
  4. Save.

 Step 2: Creating the transaction

  1. Go to Main Menu > Sale Management > Transaction > Sale Invoice (Scan POS)(S  > T > S)
  2. Come to Customer field.
  3. Alt + L
  4. Select Customer from the list.
  5. Press Ok.
  6. The following screen opens.

  

 

For more details please visit: 

 

Tags: Sale Invoice, Setup, Transaction

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