Welcome to AlignBooks. We are happy to have you on board. In this help studio tutorial, we will explore the customer POS Alteration Delivery preparation options.
Before we begin, let us understand about the need of POS Alteration Delivery and the relevance of this particular activity.
In Garment Industry, this is a regular practice to get alteration of the garment product purchased by the customer as per their fitting. As this is activity is post sales activity it must be recorded and share a receipt for the alterations desired and product received. This Alteration Order is order cum receipt confirmation of product to customer.
You can create a under Module of AlignBooks.
The key functions of a POS Alteration Delivery Module are:
· Creation of a New POS Alteration Delivery,
· Modification of an existing POS Alteration Delivery;
· Deletion of an existing POS Alteration Delivery.
Let’s now understand how to create a new POS Alteration Delivery in simple steps
You have two ways to prepare a new POS Alteration Delivery;
· Enter fresh data for the first time;
· Open an existing document and use the “Copy” feature of AlignBooks to make the necessary changes. This will save your time and efforts;
Let’s enter the fresh set of data for the first time;
Counter : If you are handling multi counter, select the required counter from the drop down menu.
If your desired Counter does not exist in the menu, you can create a New Counter by clicking on option within the dropdown menu.
You can also Edit or Delete a Counter from here. Select a Counter to be edited/deleted and then click on . The Counter will be opened in Edit mode and you can edit it and save by click on . You can delete it by click on .
Date: Enter the date which you wish to reflect in the document. By default, the system will take the current date. You can also pick a different date by just clicking on the calendar function.
Prefix : While configuring your document, if you have opted to “maintain manual prefix”, select a prefix from the drop down list. If the required prefix does not exist in the list, you are able to create a new one by clicking on Icon or option within the dropdown menu and input a name.
Number: While configuring your document, if you have opted to “maintain manual numbering”, enter a document number here.
Customer: Search customer based on Name / Mobile / Email orSelect a customer from the drop down list for whom you are preparing Order. You can Add, Edit or Delete a Customer by following the process described under Counter Tab.
Customer Info : System will display the customer information from customer master and also show vital information about his loyalty points balance, Last Transaction details and Outstanding Amount (if any).
Trial Date: By default, the system will take the Trial date mentioned in above selected Alteration Order. If you wish you can change date, you can also pick a different date by just clicking on the calendar function.
Delivery Date: By default, the system will take the Delivery Date mentioned in above selected Alteration Order. If you wish to change date, you can also pick a different date by just clicking on the calendar function.
Description: By default, System will take the Item Description from above selected Alteration Order. If you wish to change description, Specify the Item Description.
No. of Pieces : By default, System will take the Item quantity from above selected Alteration Order. If you wish to change quantity, enter the new quantity.
Charges on Delivery : By default, System will take the charges from above selected Alteration Order. If you wish to change charges, enter the new charges.
Alteration Description: By default, System will take the Alteration description from above selected Alteration Order. If you wish to change Alteration description, Specify the alteration description.
Clear : Before clicking this option make sure that the data entered is no more required by you; the moment you click on this option the system will erase all the data and give you an empty screen to enter fresh data.
Document History : Click here to know the History of the Document for date and time of creation / modification / delete / cancel / restore. This button will be active only when document is open an existing document and when Manage Document History – “ON” in Configuration -> General Setup. Click here “Document History”, to know more about this utility.
Configuration: AlignBooks provide you the facility to configure your Order documents with respect to choice of maintaining multiple series of documents, choice of sending Email and SMS on creation/edit/approval of the document and for Approval System setting etc.
Delete : If you wish to delete any existing voucher, open an existing voucher and specify the reason for delete in "Edit Remark" field then Click here to delete an existing POS Alteration Delivery Voucher.
Copy : Alignbooks does not recommend to copy such type of vouchers. If you still want to copy document, then Click here to copy the values from an existing POS Alteration Delivery Voucher. Click here “Copy from a Document”, to know more about this utility.
Cancel : If you wish to cancel any existing voucher, open an existing voucher and specify the reason for cancel in "Edit Remark" field then Click here to Cancel an existing POS Alteration Delivery Voucher. when you cancel a document then document status will update as "Cancel" and All financial/stock impact (whichever applicable) will reverse for this voucher.
Restore : If you wish to restore any existing voucher, open an existing voucher and specify the reason for restore in "Edit Remark" field then Click here to Restore an existing POS Alteration Delivery Voucher. when you Restore a document then document status will update as "Open" and All financial/stock impact (whichever applicable) will be restored for this voucher.
under 
Module of AlignBooks.
option within the dropdown menu. 
. The Counter will be opened in Edit mode and you can edit it and save by click on 
. You can delete it by click on 
.
to save the document prepared by you. 
to print the document prepared by you. Click here 
beside Mail and click on 
to select from Email (with link) or SMS.
. Click here 
to know the History of the Document for date and time of creation / modification / delete / cancel / restore. This button will be active only when document is open an existing document and when Manage Document History – “ON” in Configuration -> General Setup. Click here 
to Import Data and select a file from which Data is to be imported. Click here 
to open calculator tool in Alignbooks.
to open the help for this document.
to configure this document. Click here 
to delete an existing POS Alteration Delivery Voucher. 
to copy the values from an existing POS Alteration Delivery Voucher. Click here 
to Cancel an existing POS Alteration Delivery Voucher. when you cancel a document then document status will update as "Cancel" and All financial/stock impact (whichever applicable) will reverse for this voucher. 
to Restore an existing POS Alteration Delivery Voucher. when you Restore a document then document status will update as "Open" and All financial/stock impact (whichever applicable) will be restored for this voucher.