You can maintain accurate sales attribution in Retail Express by adjusting invoice details when needed, helping your retail operations ensure proper commission tracking and reporting across salespeople, outlets, and registers. This capability enables authorized staff to correct administrative errors that occur during busy periods, which helps maintain accurate performance metrics and financial records.
Setting up proper invoice modification controls enables your retail management to track sales accurately while allowing necessary corrections, helping optimize reporting accuracy and staff performance management. This helps retail operations maintain trustworthy sales data for compensation and performance analysis across all store locations.
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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