Purchase order (PO): A purchase order (PO) is a commercial document and first official offer issued by a buyer to a seller indicating types, quantities, and agreed prices for products or services.
Goods Receipt Note (GRN): The goods receipt note is an internal document produced after inspecting delivery for proof of order receipt. Generally produced by stores team.
Privilege: Switch to Back>>Edit user>> Privilege>> Front office>> Purchase order>>Goods Receipt note
Steps to create PO:
Select the Store from you want to create Purchase order
2. Click on Purchase order
3. Click on (+) sign
4. Select the date and supplier name
5. Add items you want to order from Selected supplier.
6. Once items are added, add the Quantity and price of it and apply the tax (if required), click on Save or Save&Print ( for printing of purchase order voucher)
you can also add extra charge ( Transportation charges ) .
7. Once it is created, there would be an option to approve as it has to be approved. Purchase order approval is the flow of actions required from various stakeholders to validate a PO and bring it into effect.
With an efficient purchase approval process, you can control costs and stock.
you can also send purchase order voucher email to supplier.
8. Once it is done, Now you can receive the goods from the supplier for the given order. It means you can create a Goods receipt note (GRN) of the given Purchase order.
9. You can select the item and Quantity you received against order quantity
10. Enter the Invoice number received from the supplier and you can also make order modifications based on the requirement.
11. Once it is done, it will show you message GRN is created successfully and Stock of ordered items will be added in Store.
Native printing: You can set up local printer connection with desktop application without connecting to cloud. Please note that this setup will work in only Desktop Application.
Make sure Printer is locally installed in computer.
Setup Process:
Step 1: Login with credentials and switch to back.
2. Click on Setting and edit the terminal you want to setup printer.
3. To setup Kot Printer follow the below steps. Add Printer name in Device name.
4. Follow the same to setup Receipt printer
Once this setup is done, You can start printing KOT and Receipt from eZee Optimus Desktop application.
The terminal is basically used for device printing if we use multiple devices Like Android, Windows, and iOs so we have to create different terminals for different devices or locations.
We have to create Virtual devices in order to use or make terminals.
Available Virtual devices options :
Different connection types for different types of devices :
First Connection Type: Printer Service
(Note: we can say Universal connection type for all devices)
Note: For the “Printer service” connection type we need to install eZee Optimus Printer Service “EO Printer Service” in the System.
For Chrome : chrome://flags/#block-insecure-private-network-requests
For Edge : edge://flags/#block-insecure-private-network-requests
Windows Firewall Exception :
How to create a terminal.
Virtual Device Creation: Go to settings >> Virtual Device >> Add Device.
Create a device
Terminal Configuration: Step-1
Setting >>Go to Terminal >> Add >> Terminal Name >> Save
Terminal Configuration: Step 2:
Go to Terminal >> Search Terminal Name >> Edit
Terminal Configuration: Step 3
The printer should be connected to the machine, must install printer drives and the test print should be working fine.
Use Cases
Case Type: 1
If the client is using multiple devices (windows, android, iOs) or a shared printer so we must configure it with the “Printer Service” connection type.
Note: While configuring for Android devices we have to insert the system’s IP and that should be static.
Machine IP address must be Fix / Static
How to find a computer IP? (Click Here) How to set a fixed IP/Static IP? (Click Here)
LAN/ WiFi/ Network printer/ USB connection should be there between the printer and the computer on which Optimus printing service is installed or the Printer and the computer should be in the same ethernet connection.
If using a Mobile phone or Tablet for ordering, It should be connected through the wifi on the same network.
Case Type: 2
If the client wants to operate via “browser only”, in that case, we must configure it with the “Printer Service” connection type.
(Note: We can use Universal IP address “127.0.0.1”)
To void any operation, it’s must to mention the reason why a specific operation is void. Such reasons have to be mentioned in eZee Optimus back-end.
Location:Switch to back >> Master >> Reason.
Refer to the below screen-shot
You can mention the reason and then can select a type for which do you want to add the reason.
Void Payment: To void the payment from the Optimus front.
Void Order: To void the order from the Optimus front.
Void order item: If you want to void an item from the order then you can use this type.
Void Extra charge: To void Extra charge.
Cancel Order: To cancel the Order.
Void inventory Transaction: If you want to void the inventory transaction ex: created PO or GRN.
Void inventory transaction item: If you want to void the item from the transaction eX: if you want to void the item from the created PO or GRN (If you trying to reduce the item from the PO then you can void that item from the PO).
Preparation remark: To void the preparation remark.
Note: The reason for Each type is compulsory, you need to create a separate reason for all the type we can’t use the same reason for all type when you are trying to create a reason system will allow you to select only one type.
This report provides data for taking physical stock by item category or storage area. It helps a storekeeper to take a printout or export all information that is needed for stock counting.
A report has the option to include a Book Stock field.
To get the report go to: Front Office -> Report -> Stock Report -> Physical Stock Taking
Do visit live chat support if you have any further queries about the eZee Optimus.
