Kiu Global – Page 40

6.3. How to return product in POS

In order to return the transaction, it is compulsory to have one session in progress.

Step 1: While the POS session is in progress, access to the list of transactions in Point of Sale > Orders > Orders.

Open the order to be returned.

Step 2: Click Return Products to create the returned transaction.

Step 3: Record returned payment & products by modifying the amount of returned products.

After inputting the returned payment reference, click Make Payment to confirm the amount.

The return order is successfully created.

6.2. How to discount product in POS

Step 1: Select product and press [Disc] to use the discount function, and input discount percentage.

Step 2: Record payment for discounted transaction by clicking Payment

In the payment screen, the seller chooses the payment method, and validates the transaction.

After the transaction is successfully recorded, click Next Order to handle other orders.

6.1. How to create an order in POS

Step 1: Open new session at Point of Sale > Dashboard, click New Session

Step 2: Place order by selecting product and inputting the quantity of products.

Step 3: Identify customer Seller needs to click on Customer

Sellers can either search for existing customers or create new customers by inputting customer’s information in the following form and clicking the symbol Save.

Click on Set Customer to choose the correct customer

Step 4: Record payment by clicking Payment

In the payment screen, the seller chooses the payment method, issues an invoice to the customer and validates the transaction.

As the order is successfully recorded, click Next Order to place other orders.

5.6. Create deferred revenue

Go to Accounting module -> Accounting -> Management -> Deferred revenue. Review information if needed and click on Compute revenue-> Confirm

Click on the red circle to change it into yellow color and click on pencil icon on the right top to post journal entry

Deferred revenue journal entries for the next period will be automatically generated

This is one loop of Subscription. The loop will continue until the End Date of Subscription.

The Subscription will be sent to Subscription to Renew if To Renew is ticked. What you need to do is Create a renewal quotation -> A new quotation will be generated automatically and start the next loop.

5.5. Create invoice from sale order

On the sale order form, click on Create invoice button

Fill in invoice date and validate

A draft deferred revenue will be automatically generated after validating invoice

5.4. Create Sale order

Sale module-> Orders-> Quotations-> Confirm quotation. A draft subscription will be automatically generated once you confirm quotation

Go to Subscription module -> Subscriptions-> Subscriptions

Review all information (especially start date, end date, date of next invoice)

While in your pipeline, select any opportunity you need and you will see a Mark Lost button.

You would then be able to choose a current Lost Reason or make another one in that spot.

Retrieving Lost Opportunities

In order to retrieve your lost opportunities and conduct certain actions on them (send an email, make a feedback call, etc.), go to the Lost filter in the search bar.

There you can see all the lost opportunities. Add a filter on the Lost Reason to refine them.

Author: Kiu Global

6.3. How to return product in POS

6.2. How to discount product in POS

6.1. How to create an order in POS

5.6. Create deferred revenue

5.5. Create invoice from sale order

5.4. Create Sale order

5.3. Create a subscription product

5.2. Create a subscription template

5.1. Create deferred revenue type

4.3.3. Managing lost opportunities

Retrieving Lost Opportunities