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.
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:
The below guide will show how this function operates:
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:
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 "" 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.