"(I) GO TO POS SALES->WHILE BILLING FOR THE CUSTOMER->ENTER THE BARCODE IN THE BARCODE COLUMN ->ENTER THE MOBILE NO. IN MOBILE NUMBER COLUMN->THEN ENTER THE CUSTOMER NAME ->ONCE THE BILL IS SAVED , THE CUSTOMER WILL BE CREATED AUTOMATICALLY (II) GO TO POS SALES->WHILE BILLING FOR THE CUSTOMER->ENTER THE BARCODE IN THE BARCODE COLUMN ->TYPE ""C"" AND PRESS ENTER IN THE BARCODE COLUMN ->CUSTOMER CREATION SCREEN WILL OPEN ->THEN ENTER THE CUSTOMER NAME & DETAILS ->SAVE THE CUSTOMER->SAVE THE BILL "
AFTER SCANNING THE BARCODE->ENTER 'C' IN BARCODE SCANNING AREA->COLLECT CUSTOMER NAME AND NUMBER-> CLICK SAVE
AFTER SCANNING THE BARCODE & OTHER DETAILS AS REQUIRED -> TYPE '0' & CLICK ENTER -> BILL WILL SAVE
AFTER SCANNING THE BARCODE->ENTER 'D' IN BARCODE SCANNING AREA->GIVE THE DISCOUNT AS REQUIRED AS OVERALL OR LINE ITEM WISE-> DISCOUNT CAN BE GIVEN BOTH VALUE & PERCENTAGE WISE->CLICK SAVE
AFTER SCANNING THE BARCODE->ENTER 'L' IN BARCODE ENTERING AREA AND CLAIM THE LOYALTY, THERE WE CAN UTILIZE GIFT COUPON->CLICK SAVE
AFTER SCANNING THE BARCODE & OTHER DETAILS AS REQUIRED -> TICK THE CREDIT OPTION BOX IN POS BEFORE SAVING THE BILL-> CAPTURE THE GST NO. IF REQUIRED
IN POS SCREEN-> SCAN OR ENTER THE BILL NO. IN BARCODE SCANING AREA-> CLICK THE PRINT BUTTON IN THE LEFT SIDE AFTER SAVING THE BILL TO TAKE THE REPRINT OF THE SAME BILL
IN POS SALES-> CLICK THE BUTTON FOUND IN TOP RIGHT CORNER OF THE PAGE ->IF THE BUTTON TURNS BLUE THEN THE PROMOTIONS IS DISABLED ->IF THE BUTTON TURNS GREEN THEN THE PROMOTION IS ENABLED
IN POS SCREEN-> SCAN OR ENTER THE BILL NO. IN BARCODE SCANING AREA-> CLICK THE PRINT BUTTON IN THE LEFT SIDE AFTER SAVING THE BILL TO TAKE THE REPRINT OF THE SAME BILL
YOU CAN ADD THE GST NO. OF THE CUSTOMER IS POS SCREEN ITSELF
GO TO SALES -> CLICK POS SALES -> TYPE 'C' AND ENTER KEY IN BARCODE SCAN AREA -> IN THE POP UP SCREEN YOU CAN ADD NAME/CONTACT NO./GST DETAILS/AREA -> CLICK CREATE -> CONTINUE BILLING
GO TO CRM->BILL PRINT->TYPE CUSTOMER NAME/MOBILE NO/CARD NO->SEARCH->CLICK THE PRINT ICON TO PRINT BILL
AFTER SCANING CREDIT BILL IN SETTLEMENT SCREEN-> CREDIT BILL DETAILS WILL AUTOMATICALLY COME ->ENTER 'CR' IN THE BILL NO. SCANNING AREA TO SAVE THE BILL
AFTER SCANING THE BILL NO. IN SETTLEMENT SCREEN -> ENTER 'D' IN BILL NO. SCANNING AREA-> DISCOUNT COLUMN WILL APPEAR AUTOMATICALLY-> THERE WE CAN GIVE THE DISCOUNT IN VALUE
AFTER SCANING THE CR.BILLNO IN SETTLEMENT, TIK THE PARTLY CR OPTION AND ENTER THE PARTIALY PAYING AMOUNT AND ENTER THE APPROVER NUMBER.
GO TO SALES -> CLICK CLOSING CASH -> SEARCH AND EDIT THE OPENING CASH ENTRY WHICH YOU HAVE ENTERED ON THAT DATE -> ENTER THE EXPENSE AMOUNT IN THE PETTY CASH EXPENSE AREA -> SAVE -> PRINT
GO TO CRM-> OPEN CUSTOMER-> SEARCH AND EDIT THE CUSTOMER NUMBER THAT YOU WANT TO ADD IN B2B ->CHANGE THE CUSTOMER TYPE TO 'RETAIL' ->REFRESH THE B2B SCREEN ->CHECK THE CUSTOMER NAME
CREAT A CUSTOMER CATEGORY WITH THE DISCOUNT THAT YOU WANT TO GIVE FOR ALL CUSTOMERS ( REFER MASTERS FAQ ON HOW TO CREATE CUSTOMER CATEGORY) ->GO TO APPLICATION SETTING ->SEARCH -> SELECT THE LOCATION FROM LOCATION DROPDOWN -> UNDER SALES HEADER- > SELECT THE DEFAULT CUSTOMER TYPE COLUMN->CHOOSE THE TYPE OF CATEGORY CREATED
SALES ->OPEN B2B SALES INBOX-> SELECT THE BILL NO. & CLICK MANAGE BUTTON -> ADD THE LR.DETAILS AND CLICK PRINT