Step to Create and manage the Abbrivated Tax Invoice¶

Sales Transaction module in Ims WebPos-Lite¶

An Abbreviated Sales Invoice is a quick and simplified billing method used for fast retail sales, usually for transactions below NPR 10,000. It records only essential details to enable faster checkout and efficient billing. Customer details are not required for this type of sales transaction.¶

Steps to generate Abbreviated Tax Invoice:¶

1. Go to "Transactions" from the main menu.¶

2. Select "Sales Transaction" from the available menu.¶

3. Choose The Abbreviated Tax Invoice¶

4.In the Warehouse field, the system automatically selects the default warehouse. If you want to change it, click the field and choose a warehouse from the pop-up list.¶

5. If you want to complete a sales transaction without entering customer details, press the Tab key to skip the customer field and then follow the steps starting from ‘Step 9’ to complete the sale.¶

6. To process a customer details -wise sales transaction, follow the steps below:
Enter the customer name, or create a new customer if they are not already in the system.¶

7. Search or select the customer from the Pop up customer list. For EG: SHREE GANESH CUSTOMER PVT. LTD.¶

8. Add Remarks: Enter any additional notes or comments about the abbreviated sales.¶

9.In Abbreviated Sales, scan the product in the Barcode field, enter the Quantity, and click Save to complete the entry.¶

10. To skip the barcode sales process, you can directly select items in the Sales Entry screen. In the Description field, press Enter and choose the product you want to sell. The product must already be created in the Product Master and available in stock.¶

11. Select the product you want to sell from the Pop up list, for example: Cornflour – 1 KG.¶

12. Enter the quantity of the product you want to sell. For Eg: 30¶

13. If you want to give an itemwise discount, click on the Ind. Disc field and enter the discount amount or percentage (). for Eg: 5¶

14. Click on the Apply button to apply the discount.¶

15. You can add more products either by clicking the "+" button or by pressing Enter to add another product to the list.¶

16. Click on the Save option to save the abbreviated sales invoice.¶

17. Choose the payment terms from the "Payment Info" Pop up screen. for Eg: Cash¶

18. Enter the Sales amount or Click on Balance Amount option.¶

19. Click on the Add button to add the amount.¶

20. If you want to change the payment terms, simply click on the "Remove" button, select the new payment terms, and click "Add".¶

21. Click on the "SAVE" button to save the payment process.¶

22. The print preview will appear on your screen. Click Print to print it or Cancel to exit without printing.¶

23.Buttons in Sales Entry:
Reset: Clears all fields to start entering the sale again.
Save: Saves the sales entry in the system.
View: Displays the details of a sale without allowing changes.
Back: Returns to the main menu or previous screen.¶