{"id":9713,"date":"2021-08-23T08:20:02","date_gmt":"2021-08-23T08:20:02","guid":{"rendered":"https:\/\/moiboo.com\/supportdocs\/docly-documentation\/getting-started\/sales\/"},"modified":"2023-08-04T17:11:04","modified_gmt":"2023-08-04T11:41:04","slug":"sales","status":"publish","type":"docs","link":"https:\/\/moiboo.com\/support\/docs\/docly-documentation\/getting-started\/sales\/","title":{"rendered":"Sales"},"content":{"rendered":"\n

How to use POS<\/h1>\n\n\n\n

In this particular feature you can directly create new POS Sales Bill, Repair, Payment<\/p>\n\n\n\n

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Step 1 : Click\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 POS under sales tab Step 2 : Click Sales Bill<\/p>\n\n\n\n

Step 3 : Select customer name, mobile number, Address, Choose code and add a payment detail, Step 4 : Click Print Estimate, Save & Print bill, cheque payment, Step 5 : If you can create new Repair, Payment<\/p>\n\n\n\n

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Creating Invoice<\/h1>\n\n\n\n

This is where you can create\/add invoice view the list of invoices made through the software with the status and performs the necessary action like converting the invoice to PDF, Print, Update, delete and cancel<\/p>\n\n\n\n

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Step 1 : Click Invoice under Sales tab Step 2 : Add invoice<\/p>\n\n\n\n

Step 3 : Fill the invoice details<\/p>\n\n\n\n

Step 4 : Save and create new (or) Save and email (or) Save and print (or) Save<\/p>\n\n\n\n

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add Receipt function in sales<\/h1>\n\n\n\n

In this particular tab you will be able to, Add or Create receipt<\/p>\n\n\n\n

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Step 1 : Click Receipt under sales tab Step 2 : Click add receipt<\/p>\n\n\n\n

Step 3 : Fill the receipt details<\/p>\n\n\n\n

Step 4 : Save and create new (or) Save and email (or) Save and print (or) Save Step 5 : Click action button then view\/ PDF\/Email \/print\/update\/delete\/cancel\/ Print DC<\/p>\n\n\n\n

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import Receipt function in sales<\/h2>\n\n\n\n

In this particular tab you will be able to, Add or Create receipt<\/p>\n\n\n\n

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Step 1 : Click Receipt under sales tab Step 2 : Click add receipt<\/p>\n\n\n\n

Step 3 : Fill the receipt details<\/p>\n\n\n\n

Step 4 : Save and create new (or) Save and email (or) Save and print (or) Save Step 5 : Click action button then view\/ PDF\/Email \/print\/update\/delete\/cancel\/ Print DC<\/p>\n\n\n\n

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Using Credit Note function in Sales<\/h1>\n\n\n\n

This feature helps you to create any number of credit note as required<\/p>\n\n\n\n

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Step 1 : Click Credit note under sales tab Step 2 : Click add Credit note<\/p>\n\n\n\n

Step 3 : Fill the Credit note details<\/p>\n\n\n\n

Step 4 : Save and create new (or) Save and email (or) Save and print (or) Save Step 5 : Click action button then PDF\/print\/email\/add receipt\/update.<\/p>\n\n\n\n

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Check all the reminders with ease<\/h1>\n\n\n\n

You can easily check all your reminders in a click<\/p>\n\n\n\n

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Step 1 : Click reminders under leads tab<\/p>\n\n\n\n

Step 2 : Click Action button Convert it to Set Reminder FOS response, Edit remainder, Disqualify, Convert to quote, Convert to sales order, Sms to customer<\/p>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

How to use POS In this particular feature you can directly create new POS Sales Bill, Repair, Payment Step 1 : Click\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 POS under sales tab Step 2 : Click Sales Bill Step 3 : Select customer name, mobile number, Address, Choose code and add a payment detail, Step 4 : Click Print Estimate, Save […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":2564,"menu_order":177,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-9713","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"acf":[],"_links":{"self":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/9713","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/comments?post=9713"}],"version-history":[{"count":1,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/9713\/revisions"}],"predecessor-version":[{"id":9750,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/9713\/revisions\/9750"}],"up":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/2564"}],"wp:attachment":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/media?parent=9713"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/doc_tag?post=9713"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}