Checking "Sale Orders" And "Purchase Orders"

Checking "Sale Orders" And "Purchase Orders"

How To Confirm The “Sale Order From Customer” and Create a “Purchase Order” for Vendor? 

Autozilla's POS system streamlines order management by providing a centralized view of all orders. The Orders feature offers a comprehensive overview, including order status, payment details, and customer information.
  1. On Autozilla POS's home page, you can easily locate the Orders option, which serves as the central hub for managing orders. These orders typically originate from either the Sale App or directly from customers. 

  2.   Click on the  icon on the POS Main page. Then we will be directed to the following page.

  1. By default, on the orders page of Autozilla POS, we will find two divisions: "SO From Customer" and "PO To Vendor." However, the "SO From Customer" division is initially displayed, allowing us to view and manage orders received directly from customers.
SO From Customer - Displays details of the Sale orders from customers
PO To Vendor - Displays details of our purchase orders to the Vendor.
      
Let us look into each Of them.

SO From Customer - This particular division enables efficient tracking of all customer orders, providing a convenient way to monitor and manage them effectively.


                                          
  1. SO No. - This column displays the Purchase order number.
  2. Print - This lets us print the Purchase order.
  3. The date - Displays the date on which the Order was placed.
  4. The customer - Displays the name of the Customer.
  5. Order value - Displays the amount charged for the order.
  6. Payment Type - The payment mode in use or to be used is displayed on the orders page.
  7. Payment status - "Open" denotes pending payment, while "Success" signifies a completed payment for orders.
  8. Ordered - Displays the number of items Ordered.
  9. Dispatched - Displays whether the order was shipped or not.
  10. Returned - It shows whether any parts have been returned for that particular invoice.
  11. Pending - The orders page displays any pending items that are yet to be delivered.
  12. Status - It will display the quantity that has been associated with that specific invoice.
  13. Vehicle Reg. No - Displays of the vehicle registration number of the Customer.
  14. Job cards - Displays the Job cards associated with that customer.
  1. At the top of the screen, we will find filter options that facilitate the swift locating of orders. These filters enable us to search for orders based on their status and easily select the customer name from the available drop-down menu.
  2. Clicking on any row within the orders page reveals detailed information about a specific order.

  1. In the "SO details" section, it is necessary to provide complete information regarding the parts. Once all the part details are filled in, we can proceed by selecting the "Add To Cart" option.
Information:- 


  1. If the stock is available, the line item check box will be colored green.
  2. If a stock item is unavailable, the color of the line item checkbox will be light blue.

  1. Upon selecting the "Add To Cart" option, the order will be displayed on the SUMMARY page. At this point, we have the flexibility to choose the desired payment mode. Alternatively, we can opt for the "Add To Basket" option.

  1. After selecting the payment mode, we can see the payment mode screen.

  1. We have the option to choose between Counter or Online for selecting the order type.
  2. When opting for the Online payment mode, it is necessary to select the "LOGISTICS PROVIDER" option and input the applicable Delivery Charges. Subsequently, we will need to choose the preferred payment mode, which can be Cash, Card, E-wallet, or Credit.
  3. Once we have selected the desired payment mode, we will need to choose the "Print Bill" option. This action will generate an invoice, which will then be displayed in a new tab for our convenience.
How To Create PO To Vendor - In situations where stock is unavailable for a specific order, it may be necessary to inquire with the vendor about its availability. If the vendor confirms having the requested item in stock, we can proceed to create a Purchase Order (PO).
  1. To initiate the process, navigate to the ORDERS option within the POS system. Upon selecting the desired order, we will be able to view the SO details. From there, click on "All Parts" and proceed to choose the "Create PO" option.


  1. Once we have chosen the "Create PO" option, the Create PO page will open, allowing us to proceed with generating the purchase order.

  1. Upon accessing the Create PO page, we will need to select the appropriate Vendor Name and proceed by clicking the "Create PO" option. This action will generate the purchase order (PO) for further processing.
  2. We can see The PO Number on the Create PO Page.

PO To Vendor - This division facilitates tracking the orders placed with the vendor, allowing us to monitor their status and progress.
                             

  1. PO No. - This column displays the purchase order number associated with that particular order to the Vendor.

  2. Date - Displays the date on which the order was placed.

  3. Vendor - Displays the name of the Vendor.

  4. Order value - Displays the amount charged for the order.

  5. Inward status - Order status indicators include: "Pending" (details pending), "Completed" (details submitted), and "Partial" (partial order received).

  6. Inward - Displays the quantity of the parts In-warded for the particular order.

  7. Returned - Displays, if any, parts were returned in the placed order.

  8. Pending - Displays if there is anything yet to be Delivered.

  9. Print - This lets us print the Purchase Order.

  10. PO Cancellation - We have the ability to cancel any purchase order that we do not wish to proceed with.

  11. Customer - Displays the name of the customer for whom we have placed the Order.

  12. Customer SO No - The unique number we have given to a specific customer order.

  13. Job cards - Display the job cards associated with that customer.

  1. To simplify the search process for purchase orders, we have implemented filters. These filters include the ability to search by Inward status, select a vendor from the drop-down menu, and choose a specific vendor name from the available options.




How To Create Direct PO 
  1. In the POS system, we can access the ORDERS icon from the main page. Upon selecting it, we will find the "PO To Vendor" option. By choosing this option, we will be able to access the Create PO functionality.

  1. After clicking the Create PO option, the PO page will open. For PO creation, we must select the vendor name, MMVY, Part Number, Part name, Vendor name, QTY And MRP. After entering all fields, we’ll have to choose  the option for adding the products. 
  2. So after clicking the  option, the product will be added to Create PO Page. Now we have to select the brand name and part condition. After filling in all the required fields, we must click on the Order To Vendor option.
Part Conditions:-



  1. Now, the PO will be created and reflected on the To Vendors screen. Moreover, we can cancel the PO here as well. 

  1. Once the vendor has accepted our order, the parts will be prepared for shipment to our location.
  2. After receiving the parts, we can proceed to deliver them to the customer.
The order view feature in Autozilla POS provides an easy and efficient way to manage and keep track of all our orders. With its user-friendly interface and comprehensive range of features, We can quickly access and view all the information we need about our orders, helping us to streamline our business operations and improve our overall efficiency.
Information:- You need to perform an inward process upon receiving the parts at your hub before you can generate the invoice and complete the sale in the point of sale (POS) system..

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