Counter Sale Invoice

Counter Sale Invoice

Procedure for Creating a Counter Sale

Step 1: Initiating the Counter Sale

  • Log in to the POMS application using your credentials.
  • Navigate to the "Sales" module and select "Counter Sale."
  • The system will open the Counter Sale document form.


Step 2: Entering Sale Invoice Details

  • Counter Sale Description: This includes the Branch selection, Salesperson selection, customer’ selection, parts being sold.

  • Direct Invoice Process: Counter Sale is considered a direct invoice transaction, meaning that the invoice will be generated immediately upon successful entry of all required data.

  • Branch: Select the appropriate Branch from which the stock is to be sold.

  • Account: Enter the Account related to the customer for billing purposes.

  • Salesperson and Tele caller Selection: Salesperson and Tele caller if mapped in the customer master against the selected customer then it will auto populate or else need to select manually and on manual selection it can be or cannot be mapped depending upon the user.



Step 3: Customer Selection

  • Select the customer type:
    • AD/AMD Customers Mapped with APS: The system will not allow the creation of a Counter Sale for AD/AMD customers that are mapped with APS. The system will display a validation error and restrict further processing.
    • Unmapped AD/AMD Customers or Other Customer Types: Counter Sales can be created for unmapped AD/AMD customers or other customer types, such as Retailers, MBOs, or walk-in customers.


Step 5: Adding Parts details kindly click on second tab part details.


  • Add the required parts to the sale document by entering the Part Number.
  • Select MRP from the dropdown menu, select the appropriate MRP. This list displays available quantities by lot and location, helping identify where the part is in stock.
  • The system will check the available stock for the selected parts in the chosen branch.
  • Enter the quantity. 


Step 6: Review and Save

  • Review the entire Counter Sale document, ensuring that all mandatory fields are correctly filled, and all parts are available in stock.
  • Once confirmed, Save the document for invoice generation.

Validation Checks

  1. Customer Type Restriction:

    • Counter Sales cannot be created for AD/AMD customers mapped with APS.
    • Counter Sales can be processed for unmapped AD/AMD customers and other customer types (Retailer, MBO, etc.).

  2. Stock Availability:

    • For each part added to the Counter Sale, the system checks stock availability in the selected branch.
    • If the requested quantity exceeds the available stock, a validation error will be displayed, and the sale cannot proceed for that part.

  3. Mandatory Fields:

    • Ensure that the following fields are filled: Branch, Account, Salesperson, Customer, Part, and Telecaller. Missing data in any of these fields will trigger a validation error, preventing further action.
Info
Open Credit Transactions done in Past to be Auto Reconcile/Adjust with the Present Debit Transactions on "Save" irrespective of Month and Year. (Credit Note, Debit Note, Sale Invoice, Receipts, Payments)

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