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Home Delivery Order Entry (Scan POS)

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Home Delivery from Sale Invoice (Scan POS) is helpful in case of delivery of grocery items, where customers generally prefer to shop once in a month.

Number of Home Delivery packets for a single order may increase any time.

Step 1: Create a new Mode Of Payment:
1.From main menu go to the Mode of Payment (M > A > M)
2.Type the name of the MOP like Cash On Delivery
3.Set Type = Cash on Delivery
4.Set account ledger under the Group Current Assets at Account field
5.Set other details and then press ALT+S to save.
Step 2: Do the following changes in the Sales Option:
1.From main menu go to the Sale Invoice (Scan POS) (S > T > S)
2.Press ALT + O to open the Sales Voucher Option
3.Set Print Coupon for Packages = Yes (Optional, if you want to print coupon for packages. Ref. Number of Packages in this topic)
4.In the Sales Option screen go to the Mode of Payment field and then press the Enter key
5.Press ALT + L to select MOP Cash On Delivery from the list
6.Click OK then press ALT + S to save.
Step 3: Create the Delivery Staff:
1.From main menu go to the User Setup (M > O > U)
2.Type the name of the Delivery Staff at User Name column
3.Enter password at Password column
4.Enter same password at Repeat Password column
5.Set Can Login = No
6.Set Type = Driver
7.Press ALT + S to save the changes.
Step 4: Home Delivery Order Taking:
1.From main menu go to the Sale Invoice (Scan POS) (S > T > S)
2.Press ALT + H or click button "-H Home Deliv"
3.Select Customer as shown in the picture and discussed below
4.Enter other details
5.Press ALT + S to save
6.Enter the ordered products and quantity
7.Press ALT + S to get the tender screen
8.Enter the whole tender amount in MOP Cash On Delivery
9.Press ALT + S to save the transaction.

 

Sample Voucher entry for the above transaction:

By Cash On Delivery ---- Dr.

To Sales A/c --- Cr.

 

Voucher entry for the "subsequent payment collection during the delivery of the order using the Payment button in the Dispatch Home Delivery" :

By Cash A/c --- Dr.

To Cash On Delivery --- Cr.

 

Columns in the HD Customer Detail screen:

Columns in the Home Delivery Customer Detail screen are as follows:

Name

Particulars

Search

Mobile/Phone Number

Ask customer and enter phone / mobile number in the Mobile Number field. If entered phone / mobile number already exists with any customer, then the name and other details of the concerned customer will appear automatically, else it will ask to create a new customer.

Customer Info

Salutation

Will be picked up automatically from the Customer Master (main screen).

Name

Will be picked up automatically from the Customer Master (main screen).

Mobile Phone

Will be picked up automatically from the Customer Master (main screen).

Mobile Phone (Alt)

Will be picked up automatically from the Customer Master (main screen).

POS Remark

Will be picked up automatically from the Customer Master (main screen).

Customer Type

Will be picked up automatically from the Customer Master (main screen).

Card Type

Will be picked up automatically from the Customer Master (main screen).

Address & Contact Info (Main)

Street/House/Flat No

Will be picked up automatically from the Customer Master (main screen).

Street Name

Will be picked up automatically from the Customer Master (main screen). Press CTRL + N to create the new.

Locality

Will be picked up automatically from the Customer Master (main screen).

City

Will be picked up automatically from the Customer Master (main screen).

Address1/Landmark

Will be picked up automatically from the Customer Master (main screen).

Adress2/Cross Road

Will be picked up automatically from the Customer Master (main screen).

Address3/ Other Ins.

Will be picked up automatically from the Customer Master (main screen).

Pincode

Will be picked up automatically from the Customer Master (main screen).

Delivery Info

Order Delivery Type

[None] =  Default selection.
Home Delivery = Select in case of Home Delivery transaction.
Pickup = Select where delivery is to be picked up by the Customer himself. Rest of the feature is same as Home Delivery transaction. However, you can't assign a driver for this type of delivery at Dispatch Home Delivery.

Delivery Address Type

Main = Will print delivery address from the Customer Master (main screen).
Alternate = Will print delivery address from the Customer Master (Other Information screen).

Number of Packages

Set number of packages, default is 1. It will print Coupons for the number of packages entered here.

This is helpful in case of Home Delivery of Grocery Items, where customers generally prefer to shop once in a month. And number of delivery packets for a single order may increase any time.

 

For instance:

If Number of Packages is set to Five then it will print bill along with Five number of Coupons containing the bill number and remaining status like "Memo # 13/7012 Pkt:1 of 5" up to "Memo # 13/7012 Pkt:5 of 5".

These Coupons can be tagged with each packet to be delivered so that the delivery staff can easily deliver exact packet(s) to the buyers.

 

Note: This feature will work only if:

1.Print Coupon for Packages is set to Yes in the Sales Voucher Option.
2.A print format file for the Coupon is set in the Format File for Package column in the Sale Window Print Option. Default file is Packages Print.repx.

Delivery Date

Set delivery date.

Delivery Time

Set delivery time.

Address & Contact Info (Alternate)

Street/House/Flat No

Will be picked up automatically from the Customer Master (Other Information screen).

Street Name

Will be picked up automatically from the Customer Master (Other Information screen).

Locality

Will be picked up automatically from the Customer Master (Other Information screen).

City

Will be picked up automatically from the Customer Master (Other Information screen).

Address1/Landmark

Will be picked up automatically from the Customer Master (Other Information screen).

Adress2/Cross Road

Will be picked up automatically from the Customer Master (Other Information screen).

Address3/ Other Ins.

Will be picked up automatically from the Customer Master (Other Information screen).

Pincode

Will be picked up automatically from the Customer Master (Other Information screen).

 

Buttons in the Home Delivery Order Screen:

Buttons in the Home Delivery Customer Detail screen are as follows:

Name

Particulars

-F3 Report

Press ALT + F3 or click this button to open Home Delivery Register.

-P Due Service

Press ALT + P or click this button to get the due service document of the selected customer as shown below.

^H Search

Press CTRL + H to select desired customer from the list without entering the phone/mobile number.

-R Re Order

Press ALT + R to re-order a selected order from the list of Last Order Details.

-O Open

Press ALT + O to open a selected order from the list of Last Order Details.

F3 Create Customer

Press F3 to create a new customer.

-A Accept Call

Press ALT + A to get the phone / mobile number automatically from the incoming call details; name and other details of the concerned customer will appear accordingly.

F5 Table Mode

Press F5 or click this button to open Table Mode touch pos transaction.

-S Save

Press ALT + S to save changed customer data.

Step 5: Dispatch Home Delivery:
1.From main menu go to the Dispatch Home Delivery (S > T > L)
2.Follow the steps as mentioned in the above link.

 

Related Faq:

How to manage area wise minimum billing amount and delivery charges for the Home Delivery transaction?