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POS Alteration Order

 
Welcome to AlignBooks. We are happy to have you on board. In this help studio tutorial, we will explore the customer POS Alteration Order preparation options.
 
Before we begin, let us understand about the need of POS Alteration Order 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 Point of Sales Module of AlignBooks.
 
The key functions of a POS Alteration Order Module are:
·     Creation of a New POS Alteration Order,
·     Modification of an existing POS Alteration Order;
·     Deletion of an existing POS Alteration Order.
 
Let’s now understand how to create a new POS Alteration order in simple steps
 
 You have two ways to prepare a new POS Alteration Order;
·     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;
 
POS Alteration Order
 
 
Let’s enter the fresh set of data for the first time;
 
1Counter : 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 .
2Order 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.
3Order No:
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.
4Customer: Search customer based on Name / Mobile / Email or Select 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.
5Customer 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).
6Trial Date:  Enter the date which you wish to the customer to check/verify the alteration made to the product. By default, the system will take the current date. You can also pick a different date by just clicking on the calendar function.
7Delivery Date:  Enter the date which you wish to deliver the product after completion of alterations. By default, the system will take the current date. You can also pick a different date by just clicking on the calendar function.
8Description:  Specify the detailed description of the product received for work.
9No. of Pieces :  Enter the quantity of item received.
10Charges on Delivery :  Here Enter any charges applicable for the alteration work.
11Alteration Description:  Specify the detailed description of alteration work which you want to perform on the product received.
12Save : Click on to save the document prepared by you.
 
13Print :Click on  to print the document prepared by you. Click here  “Print Utility”,  to know more about this utility.
14Clear : 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.
15Mail : If you want to send an Email or SMS, Click on  beside Mail and click on to select from Email (with link) or SMS.
16Schedule : If you want to create a schedule for this document, click on . Click here  “Schedule a Document”,  to know more about this utility.
17Document 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.
18Import : Click on  to Import Data and select a file from which Data is to be imported. Click here  “Import Utility”,  to know more about this utility.
19Calculator : Click here to open calculator tool in Alignbooks.
20Help : Click this button to open the help for this document.
21Configuration: 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.
Click on 21.  to configure this document. Click here  “How to Configure a Document”,  to know more about this utility.
22Open : Click here 22. to open an existing POS Alteration Order Voucher. Click here “Open a Document”,  to know more about this utility.
23Delete : 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 Order Voucher. 
24Copy : Alignbooks does not recommend to copy such type of vouchers. If you still want to copy document, then Click here 24. to copy the values from an existing POS Alteration Order Voucher. Click here  “Copy from a Document”,  to know more about this utility.
25Cancel : 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 Order 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.
26Restore : 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 Order 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.
 
You have completed POS Alteration Order Voucher.
 
We hope you enjoyed this tutorial. Please give us a call for further help.  Happy Aligning!