Projects:Credit collection in WebPOS
The aim of these functional specifications is to collect outstanding credit sales from WebPOS.Currently,it's possible to do credit sales via WebPOS but we need to do collection via back office login.This module will add credit collection functionality in WebPOS.
In WebPOS,new menu "Pay Credit Tickets" will show all outstanding credit sales Tickets(refer Pay Open Tickets menu for Layaway process)
This menu will show all Credit sales tickets with outstanding amount,if it was not paid or paid partially.Allow system to do payment for outstanding credit tickets.
Assumptions & Limitations
- This new menu popup will allow user to select any outstanding credit sales.Customer name,receipt no,outstanding amount,receipt Date will be shown in pop-up.
- Pop-up may have option to search based on receipt date,customer.
- Allow user to select any credit ticket from pop-up to do payment.Multiple ticket selections is not considered for current development(nice to have,feature request)
- System will allow overpayment(considered as tip) and partial payment.
Credit collection feature will be a separate module and this module should work in all devices including mobile.
Abdul is a Truck sales person.He is doing credit sales for known customer - "AbuTamil Retail stores". In next visit,Abdul will collect payment against outstanding credit sales from "AbuTamil Retail stores".So Abdul requires credit collection option in WebPOS.
In Company perspective,Abdul is a sales person and he may not require back office login(increase concurrent user limit),back office UI training to do credit collection.