Sales orders can be created by clicking on the
POS button on the top navigation bar or using the link https://web.wama.cloud/#/pos, the following page will be displayed
The following sections compose the POS page:
1 - Categories section: in this section it is possible to filter the product displayed in section 2 by category. To create a new category please refer to the [category]Category documentation page.
2 - Products section: here is possible to select the products to be added to the sale. To add a product just click on the product box, it is possible to increase the quantity of a product by clicking multiple times on the product box. If the product has missing information like price it will be shown with a light red background, those products cannot be add to the sale until all the required information are set.
3 - Current sale: here is possible to see the current sale and change the quantity or remove one or more products. In order to edit or delete a product click on it, it will open a popup with the quantity edit box and the delete button to remove the product from the current sale, as shown in the following screenshot:
4 - Complete current sale: once all the products have be added to the sale click on Charge to complete the order. A new popup will be shown where it is possible to define more details about the current sale.
Create new customerbutton. The customer is not mandatory and the order can be completed also without customer
Completedstatus, this means that the product quantities are automatically reduced in the warehouse and after that the only change possible to the order is the full cancellation that it will restore the quantities in the warehouse.
Pendingstatus, this means that the product quantities will not be reduced in the warehouse. Once the payment is received the order can be completed by clicking on the
Complete orderbutton in the Sale Order detail section.
Confirm order to complete the current sale, the summary of the order will be displayed
In the order confirmation summary is displayed the order code, date, customer, total, subtotal and total tax amount.
It is possible to view all the order details by clicking on
Show all details. It is also possible to download the invoice in PDF.
The non-free plan users can also send the PDF of the invoice via email. If the customer was selected and the email was set in the customer, the email address field is automatically filled.
5 - Categories hide/show button: By clicking on the
categories button is possible to hide/show the categories section (1) this is useful on small screen or when the categories are not used.
6 - Add products by barcode: In this box is possible to add products to the sale by barcode. The barcode can by inserted with a computer keyboard and then by clicking the
Enter button the
product will be added to the sale, or by using a USB/Serial Barcode Scanner connected to the computer, this needs to be configure to add a carriage return (enter) character at the end of the scan.
7 - Clear current sale: To delete all the entries from the current sales click on
Clear sale button.
From the top navigation menu follow the links
Warehouse > Sales orders or click here https://web.wama.cloud/#/sale-order all the orders are displayed with pagination.
In this section the following functions are available:
Status. To activate the sorting click on the table header, to reverse the order click again on the same table column.
To access the details of a sales order from the
Sales orders page click on the desired sales order, it will show a new page similar to to following screenshot:
In this section it is possible to:
Export invoicebutton it is possible to download the invoice in PDF format.
Cancel orderthe order will be marked with status Cancelled, if the order was completed the stock will be reverted in the warehouse.
Sales orders can be in three different statuses
Completedstatus. When the order is
Cancelledfrom the pending status no changes are made to the stock. When the order is cancelled from the completed status, the stock is restored automatically.