Basic | Creating a Sales Invoice

1 - Introduction to Sales Invoice

In Xilnex RetailPOS (Classic), there are 2 types of sales: Retail and F&B.

Meanwhile, we can also categorize them as 2 different types of retail POS:

1. By Terms (Sales Invoice)
2. Cash & Carry (Point of Sales)

PROs in Sales Invoice

• Able to save and confirm sales.
• Able to enter more sales information.
• Support backdate sales and payment.
• Support sales type selection for each sale.

CONs in Sales Invoice

• Does not support quick item button.

2 - Choosing a Client

1. Selecting a client is not mandatory, but if a client is not selected, the confirm button will be disabled.
2. CASH is a default label referring to WALK-IN customers, this label can be changed in the System Configuration.
3. Select the Function button to directly create a new client from Sales Invoice.

3 - Express Complete

1. Express Complete offers a more simplified version of the payment form and upon completion, the particular sales will be completed.
2. Delivery will not be required to complete a sale if Express Complete is used to perform settlement.

 

4 - Payment and Delivery

1. Making the sales payment by selecting Pay allows the user to enter multiple payments (optional) and add more details (eg: payment remarks) into the certain payment.
2. Once the payment is fulfilled, the payment status will show PAID for the sales.
3. Delivery will be required if payment is made separately and once the shipment is fulfilled, the delivery status will show DELIVERED.
4. The sales will be completed automatically when both payment and delivery are fulfilled.