Documents is a very effective tool available from version 1.2.3 of Revo Retail. It allows us to create budgets, delivery notes and customer orders in a very simple and intuitive way in just a few seconds.

BUDGETS


Create a budget from the current ticket:

This option, as its name suggests, allows us to create a budget for the current ticket. It is designed for those customers who need or require a prior document with the products and prices specified.

To create a budget, follow the next steps:

  1. Click and add the desired products to a new ticket.

  2. Select a customer by clicking on the Irregular Customer icon

  3. Click on the Documents icon

  1. Select option Create Budget from Current Ticket.

Note: All documents must be assigned to a customer. If you did not select a customer from your list in advance, you will get an error message.

How to look for a budget?

You can find a budget in two different ways:

1. Through the customer tab:

  • Select a customer by clicking on the Irregular Customer icon.

  • Click on the Documents icon of the customer.

  • Select budgets.

Note: The grey dot on the left side of the budget mean that they have turned into a customer order, delivery note or invoice.

  • Select a budget from the list.

Note: By default, the budgets are displayed by date; the most recent ones are shown at the top of the list.

2. Through the Documents icon:

In this case, the system shows all the budgets of all the customers. If you access through the customer tab, instead, it will show only those of the selected customer.

  • Click on the Documents icon

  • Select Search Budgets.

Note: Use the browser to find the customer easily.

Budget options:

  • Outdated prices: In old budgets, it may happen that the rates on the products have changed or got some kind of promotion. When Revo Retail detects a change of this type, it gives the option of updating the prices by selecting the button.

  • With this button you can add products to the budget.

  • Delete product: Swipe with your finger from right to left to remove a product from the budget.

  • Add quantity: By clicking on a product you can use the button to add more quantity.

  • Save: Apply any change made to the budget.

  • Enter the Options button:

  • Convert to customer order: Converting a budget to a customer order means that the customer keeps the products and you can check the availability of stock.

  • Convert to delivery note: Converting a budget to a delivery note means that the customer takes the products but does not pay for them at the moment.

  • Convert to invoice: Converting a budget to an invoice means that the customer wants to buy the products and you are turning it into a sale (invoice).

  • Duplicate: Duplicate a budget to start from it and modify the customer.

  • Print: Print the budget with an AirPrint printer.

  • Send by e-mail: Email the budget to the email assigned to the customer.


DELIVERY NOTES


Delivery note from the current ticket:

This option, as its name suggests, allows us to create a budget for the current ticket. It is designed for those customers who need or require to take the products but do not pay for them at the moment. The delivery note is used as a receipt.

To create a delivery note, follow the next steps:

  1. Click and add the desired products to a new ticket.

  2. Select a customer by clicking on the Irregular Customer icon

  3. Click on the Documents icon

  1. Select option Create Delivery Note from Current Ticket.

Note: All documents must be assigned to a customer. If you did not select a customer from your list in advance, you will get an error message.

How to look for a delivery note?

You can find a delivery note in two different ways:

1. Through the customer tab:

  • Select a customer by clicking on the Irregular Customer icon.

  • Click on the Documents icon of the customer.

  • Select delivery notes.

  • Select a delivery note from the list.

Note: By default, the delivery notes are displayed by date. It always shows the most recent ones at the top of the list.

2. Through the Documents icon:

In this case, the system shows all the delivery notes of all the customers. If we access through the customer tab, instead, it will show only those of the selected customer.

  • Click on the Documents icon

  • Select Search Delivery Notes.

Note: Use the browser to find the customer easily.

Delivery Note options:

  • Convert to invoice: Converting a delivery note to an invoice means that the customer wants to buy the products and you are turning it into a sale (invoice).

  • Print: Print the delivery note with an AirPrint printer.

  • Send by e-mail: Email the delivery note to the email assigned to the customer.


CUSTOMER ORDERS:


Create customer order from the current ticket:

This option, as its name suggests, allows us to create a customer order of the current ticket. It is designed to generate a need for stock of those products not available at the time of creating the order. When creating an automatic purchase order in the Back Office, it will take into account all customer orders generated on each of the products. In addition, these products will be reserved for customers who have orders not yet delivered.

To create a customer order, follow the next steps:

  1. Click and add the desired products to a new ticket.

  2. Select a customer by clicking on the Irregular Customer icon

  3. Click on the Documents icon

  4. Select the option Create Customer Order from Current Ticket.

Note: All documents must be assigned to a customer. If you did not select a customer from your list in advance, you will get an error message.

Customer orders can have several statuses. These are shown through circular indicators that appear to the left of each of the orders.

Indicates that the customer order has been converted, for example to an invoice.

Indicates that the customer order has not been converted,

Indicates that the products in the order cannot be delivered for lack of stock.

Indicates that the products in the order can be delivered because they are in stock.

Indicates that some products in the order can be delivered, but some others can not.

How to look for a customer order?

You can find a customer order in two different ways:

1. Through the customer tab:

  • Select a customer by clicking on the Irregular Customer icon.

  • Click on the Documents icon of the customer.

  • Select customer orders.

  • Select a customer order from the list.

Note: By default, the customer orders are displayed by date. It always shows the most recent ones at the top of the list.

2. Through the Documents icon:

In this case, the system shows all the customer orders of all the customers. If you access through the customer tab, instead, it will show only those of the selected customer.

  • Click on the Documents icon

  • Select Search Customer Orders.

Note: Use the browser to find the customer easily.

Customer Order options:

  • Deliver as available: Creating a delivery note from the customer order. means that the products are given to the customer but not paid for at the moment.

  • Convert to invoice: Converting a customer order to an invoice means that the customer wants to buy the products and you are turning it into a sale (invoice).

  • Duplicate: Duplicate a customer order.

  • Print: Print the customer order with an AirPrint printer.

Note: To be able to print any document, it is essential to have an AirPrint compatible printer. Documents can not be printed on a conventional ticket printer.