Product

SD

Client

Kanwal Malik

Product Manager

@Bairum khan (Unlicensed) @Muhammad Ishfaq (Unlicensed)

Delivery Manager

@Zain Chughtai (Deactivated)

Document Version

1.0

Revisions

0

Date Created/Updated

21st October 2022

1

Advance Feature on Register

The customer wants to use the advance feature within the register screen.

• Customer Flow

For a customer who is ordering a “make to order” SKU will pay an advance amount at the cash counter. At this point the system should do the following two things:

1. Generate a provisional invoice with “Advance” and “Balance” amounts.

2. Save this as an incomplete sale.

Customer may come for a second visit to pay some of the balance. At this stage the cashier should be able to pull the invoice by searching the incomplete sales with customer information. Once the cashier pulls the specific incomplete sales, he should be able to perform following actions on the register screen:

1. See the advance paid and balance amount on the screen.

2. Add some of the balance to the incomplete sale. That amount will be added to the “advance” amount.

3. Rest of the amount will stay in balance.

At final visit, the customer will be paying the rest of the balance. The balance should show up in the “to be paid” box, the cashier should process that amount, generate the FBR invoice and hand it over to the customer.

Critical

Clarity needed

Stock in/Stock out using barcode scanner

The client wants to go live on two locations.

1. Factory

2. Store

The client ships the items from the Factory to the Store.

Whenever the items are shipped from the “Factory”, the client wants to scan them and perform a “Stock Out” action.

Once the “Stock Out” is done, the SKUs will be moved to “In Transit” Status.

The store manager at “Store” will perform a “Stock In” action by scanning the SKUs and adding those SKUs to the store inventory.

High

This is already done VIA our STR (Stock transfer requests) Feature on Shopdesk in stock control module. As soon as an STR is generated the products then move to (In Transit status and are deducted from the origin store), Vice versa at the receivers end.

SMS Feature

The client wants to send messages at the event of invoice generation.

They client uses Jazz CMT service to send messages to their customers.

The client has bought the mask of “Kanwal Malik” and they prefer to send messages through that.

Medium

For now we will be using our feature of emailing invoices to customer

Cash Register

The client wants to manage their cash within the system. They want the following features in the Cash register system:

1. Day Start

2. Day Close

3. Cash in

4. Cash out

Medium

To be Catered with Cash management module

Closing Sheet Report

At each day end they want to have a report of total sales, cash sales, and credit sales.

High

Done