Inventory | Create Export orders

With POS Online, the export orders can be created automatically by the system or manually by yourself. The below guide will show you steps to do these.

Notes: Only accounts having the "Export" role in the Inventory section can create export orders.

1. Export orders are created automatically by the system

  • To use this function of POS Online, make sure you've enabled "Export immediately from inventory when finishing a sales order" option in the inventory settings. Visit this article for more details: Configuration.

  • With this option, when finishing a sales order, the system will automatically generate a corresponding export order to update the inventory based on 2 following rules:

    • With sale product is also purchase product (Coca-Cola can, Water bottle, etc.): quantity in the export order = quantity in the sales order
    • With processed products for sale: the quantity of the ingredient in the export order calculated from the ingredient measure of this sale product.
  • The below guide will show how this function operates:

    • We create a sale order with 2 products for sale: Americano with the ingredient measure and Coca-Cola:

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    • When finishing and removing from queue this sale order with 1 Americano and 1 Coca-Cola:

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    • The corresponding export order with this sale order will be generated by the system with the default time which is 12 AM. Notes: the price in the export order is the inventory price. POS Online system is currently calculating the inventory price based on the weighted average costing method.

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    • The system will generate only 1 export order per day by accumulating all the quantity of all exported products.

2. Export orders are created manually by yourself

Open "Inventory" menu and Select "Export"

Create new Export order

Fill below information to create a new Export order:

  • Export date: the default date is the current system date, you can adjust this based on the real export date.

  • Export product: there are 2 ways for the product selection:

    • Select from the product list (a): this list just displays products which are still available in stock.
    • Search and select the products in (b): the search result just displays products which are still available in stock.
  • Price: this price is the inventory price. POS Online system is currently calculating the price of inventory based on the weighted average costing method.

  • Quantity by Integer or Decimal then click on "+".

  • You can review the purchase order information in. Select "+" or "-" or "ICON" to increase or decrease or remove the item in the export order.

Once you've completed filling information for the new export order, select "Finish" to create the new export order or "Reset" to clear the recently added information.

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