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Sales Order Transaction option

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Sale Order Transaction Option

You get this screen when you press ALT + O or click button "-O Opt Voucher" in the Sale Order.

Sale Order Option

Scan Field

This option controls the scan function available in scan field available in most of the transaction.

None: If you set this, it will disable input in scan field. If you start typing it will open the product list.
Default: Use this if you want the input code to be searched on default i.e. internal Product Code  of  4 or 11 digit or UPC EAN Code.
Matrix Filed 1 to 3: This will search the input against data specified in matrix fields. For example as a mobile store owner you will enter IMEI number (available as printed barcode on the box) scans this code in Field 1 box during purchase entry. Now if you set Field 1 as scan field in Sale option, at POS when you scan IMEI number, FR8 will look for this data in Field 1 and retrieve related product.
Matrix List 1 to 3: Same as Matrix Filed.
User Defined Code:  It will search the product with User Defined Code.

Prompt to select Customer on Start

Set Yes to get the cursor initially at customer field during Voucher entry, Set No to get the cursor at Product Field initially.

Allow Expired Card

Set it to Yes to allow Expired Card during Transaction, otherwise No

Auto Open Delivery Detail

Set No to stop opening delivery detail box after selecting a customer else set No.

Charges

Press Enter Key and then press ALT + L to select Discount and Charges.

Default Warehouse

Select the default Warehouse that get selected during voucher entry

Price List

Select the default Price List that get selected during voucher entry

Mode of Payment

Select the applicable Mode of Payments ( multiple MoP may be selected), which would be populated on Tender screen

Skip Tender Screen

Set Yes at this field to directly save the vouchers without getting the tender screen. Set No to get the tender Screen before saving the sale order

Auto Round off

Set Yes to round off the amount to nearest rupee (paise figures rounded off), else set No to get exact amount with fraction (paise)

Rounding Limit

Enter the round off amount if rounding off option is set.

For more detail please visit:

Is it possible to set round off limit while making a sale transaction?

Prompt for UDF

Set Yes to prompt UDF box during save the Scan POS transaction else set No.

Ask Before Saving

Set Yes to seek confirmation before saving the Order (you have to press Alt+S.or Type Yes to save),  otherwise set  No to save directly without asking for confirmation.

Select Type of Printing

Select the method of bill printing :

POS method to print in narrow roll paper
Windows method for printing in standard Stationery

Auto Preview After Save

Yes = Print preview of the bill will be appeared after the transaction being saved.
No = Any kind of preview of the bill will not be appear after the transaction being saved.
Quick Print = Bill will be printed as soon as after the transaction being saved through the default printer set for the system.
Select Print = Select Printer window will be appeared as soon as after the transaction being saved. Here you can select desired printer to get print out from that.

Auto Print after Save (POS)

Ask = Will show a message asking to print the pos bill or not
Yes = Will print the pos bill without showing any message
No = will not print the pos bill

Show Info on Customer Select

Shows the selected customers info

For more detail please visit:

Is there any option to check if a particular customer is allowed for credit sale or not?

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

Show Info on Product Select

Set Yes to view Information of Selected Product else set No.

For more detail please visit:

Show Info after Tender

Show sale info after Tender.

Discount Priority

Product (Default): Discount is calculated on Rate % defined in Product Master.
All: Discount Rate defined in Product Master, Customer Master ,Price List will be added & this will be Final discount Rate
Customer: This will take discount defined in customer card type.
Price List: The discount applied in the Price List will be taken.

Restrict Sale Price

All the data will be picked up from purchase item entry.

 

Above MRP = Restrict to sale items above MRP
Below Cost = Restrict to sale items below Purchase Cost
Below Sale Price = Restrict to sale items below sale price. (MRP-Discount)
[None] = No restriction

 

For more detail please visit:

Is it possible to restrict my users from selling the products above MRP?

Menu

In the Sale Order Option, go to the Menu field and then hit the Enter key
Now set the Layout, Menu etc as shown in the picture below;

Note:

oDuring the Sale Order Forced Questions will work accordingly.
oProduct Tax will be charged as per the Menu.
oNeither the quantity of a Force Question can be changed Nor a Force Question can be deleted if "SO FQ Allow Change" is set to No / Secure in the Designation Setup under the Action Control.

 

Caution:

oProducts that do not exist in the selected Menu will not be shown in the item selection list.

 

Related Faq:

Default Delivery Time (Hrs)

Set the default delivery time for the Home Delivery transactions.

Column to Display on Screen

In the following fields, set Yes to display the respective data in a separate column, else set No (the respective data is not displayed)

Stock Type: Set Yes you get a column to display Stock Type Name
Warehouse : Set Yes to get a column to display Warehouse Name
Sales Person : Set Yes to get a column to display Sales Person Name
MRP: Set Yes you to get a column to display MRP (Maximum Retail Price)
Auto Disc: Set Yes you get a column to display automatically computed Discount figure as per specification
Manual Disc: Set Yes you get a column to display Manual Disc entered
Final Disc: Set Yes you get a column showing Final Discount
Tax Name: Set Yes to get a column to display Tax Name
Tax %: Set Yes you get a column to display Tax %
Tax Amt: Set Yes you get a column to display Tax Amount figure
Charge: Set Yes to get a column to display Charge % and Charge Amount