This feature allows businesses to correct or update information directly on the invoice, maintaining consistency and accuracy across sales data. This article provides a step-by-step guide on how to make these changes efficiently.
On occasion, you may need to change the Sales Person, Outlet or Register associated with a sale. This is most likely to occur when a User accidentally logs into the incorrect Outlet or Register at POS.
Before you Begin
- The user must have sufficient POS Security Features enabled to allow access to this feature
- You can edit both new sales invoices, and existing sales invoices
- Editing the User ID will only change the sales person associated with the sale, not the current POS login
Editing the Sales Details
- Log into POS
- Create a new sale or open an existing one
- Click the Outlet/Sales Person name in the bottom left-hand corner
- The Sale Order information is displayed:
- Click into the User ID, enter the desired ID and press TAB to unlock the Invoice Outlet or Invoice Register field
- Enter the required details
- Click Save Changes
- You will be returned to the sales screen - the Sales Person, Outlet and Register will now display the edited details
- Finalise or update the sale as normal.
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