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How to select a method of sale finalisation | |
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Key Areas > Sales > Common Tasks > Finalise A Sale Using Advanced Functionality > How to select a method of sale finalisation |
Glossary Item Box
Introduction
After the payment type is selected and the payment details are entered, the next step is to finalise the sale. There are three methods of finalising a sale. These methods depend on the documents that the customer requires after the sale is finalised.
The following output documents can be optionally generated upon finalising a sale.
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Invoice
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Picking Slip
The three methods are as follows. The buttons for finalising a sale in each of these methods are shown in the figure below.
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Finalise & Print Invoice (Invoice is generated)
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Finalise, Print Invoice & Picking Slip (Invoice & Picking Slip are generated)
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Finalise Sale (No output documents generated)
How To Use This Functionality
The three methods of finalising a sale are discussed in detail below.
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Finalise & Print Invoice
Touch Screen ModeClick the Yes/Ok button or click the button (Figure ) by using the mouse or touch screen (if available).
(See note on Yes/Ok button in Configuration Requirements below.)
Fast Sale/Invoice Sale ModeClick the button (Figure ) by using the mouse or use the Alt-R keyboard shortcut to finalise sale, print Invoice and Picking Slip.
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Finalise, Print Invoice & Picking Slip
Touch Screen ModeClick the Yes/Ok button or click the button (Figure ) by using the mouse or touch screen (if available).
(See note on Yes/Ok button in Configuration Requirements below.)
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Fast Sale/Invoice Sale Mode
Click the button (Figure ) by using the mouse or use the Alt-R keyboard shortcut to finalise sale, print Invoice and Picking Slip.
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Finalise
For a detailed explanation of basic sale finalisation refer to Finalise A Sale Using Basic Functionality.
Configuration Requirements
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To know how to enable the Finalise Sale, Print Invoice & Picking Slip button and its attendant functionality, refer to How To Enable Printing of both Packing Slip and Invoice .
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Refer to How To Setup My Printer to know the procedure of setting up and configuring A4/Slip printers.
Additional Preferences
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None
Finalise A Sale Using Basic Functionality
Finalise A Sale Using Advanced Functionality
Splitting A Payment
Configuring Payment Types
Creating a User-Defined Payment Type