Save the draft for future reference or Save and print
Guide to List quotations in G SHOP POS
Accessing the quotations Section
Navigate to the Sell menu on the left sidebar. Click on List quotations to view all saved quotations transactions.
Filters and Search Options
The quotations section includes filters to refine the displayed records:
Business Location: Select a specific branch or view quotations from all locations.
Customer: Filter quotations by customer name.
Date Range: Select a date range to view quotations within a specific period.
User: Filter quotations based on the user who created them.
Search Bar: Quickly find a quotations by entering keywords such as reference number or customer name.
Quotations List Overview
Each quotations entry includes the following details:
Date: The date when the quotations was created.
Reference No: A unique reference number assigned to the quotations.
Customer Name: The name of the customer associated with the quotations.
Contact Number: The customer's contact details (if available).
Location: The business location where the quotations was created.
Total Items: The number of items in the quotations.
Added By: The user who created the quotations.
Action: Options to manage the quotations, such as editing or deleting.
Managing quotations
Creating a New quotations:
Click on the Add quotations button.
Enter customer details, products, and pricing information.
Save the quotations for future modifications or finalization.
Editing an Existing quotations:
Locate the quotations from the list.
Click on the Actions button and select Edit.
Modify the necessary details and save the changes.
Deleting a quotations:
Click on the Actions button.
Select Delete to remove the quotations permanently.
Exporting quotations:
Use the Export CSV, Export Excel, or Export PDF options to download quotations records.
Click on Print to generate a hard copy.
Guide to List of Sell Return in G SHOP POS
The Sell Return section allows users to manage returned sales transactions efficiently. This feature helps businesses track returned items, issue refunds, and update inventory accordingly.
Accessing Sell Return
Navigate to the Sell section from the left-hand menu. Click on List Sell Return to view the list of returned sales transactions.
Sell Return Filters
Users can filter the sell return records based on:
Business Location: Select a specific business location to view relevant returns.
Customer: Filter by customer name to track their returns.
Date Range: Set a date range to view sell return transactions within a specific period.
User: Filter transactions based on the user who processed the return.
Sell Return Table Columns
Date: The date and time when the return was recorded.
Invoice No.: The unique invoice number assigned to the returned sale.
Parent Sale: The original sale transaction linked to the return.
Customer Name: The name of the customer who returned the item.
Location: The business location where the return was processed.
Payment Status: The status of the payment related to the return (e.g., Due, Paid, Partially Paid).
Total Amount: The total value of the returned items.
Payment Due: The amount yet to be refunded or settled.
Action: Options to view, edit, or delete the return transaction.
Export & Print Options
Users can export the sell return data in different formats:
Export CSV: Download the data in CSV format.
Export Excel: Save the records as an Excel file.
Print: Print the sell return records.
Export PDF: Generate a PDF report.
Column Visibility: Customize the displayed columns.
Processing a Sell Return
Viewing a Sell Return
Click on Actions next to a return entry.
Select View to see the transaction details, including returned items, payment history, and notes.
Editing a Sell Return
Click on Actions and choose Edit.
Modify details such as returned items, refund amount, or payment status.
Save the changes to update the system records.
Deleting a Sell Return
Click on Actions and select Delete.
Confirm the deletion to remove the return transaction from the system.
Payment Management
Adding a Payment
Click on Actions and select Add Payment.
Enter the payment amount, method (cash, card, etc.), and reference details.
Save to record the payment against the return.
Viewing Payments
Click on Actions and select View Payments.
This will display all payments made for the return transaction, including date, amount, and method used.
Guide to shipments in G SHOP POS
The Shipments section allows users to manage and track shipments efficiently. Users can view shipment details, update statuses, and print essential documents.
Accessing Shipments
Navigate to the Sell section from the left-hand menu. Click on shipments to view the list
Filtering Shipments
Use the Filters section at the top to refine search results.
Available filter options:
Business Location: Select a specific branch.
Customer: Choose a particular customer.
Date Range: Define a custom date range.
Payment Status: Filter by Paid, Due, or Partial Payment.
Shipping Status: Filter by Pending, Shipped, or Delivered.
Delivery Person: Search for shipments assigned to a specific delivery person.
