x Want to participate? Join the group to interact
  • State Verified Answer
  • Replies 4 replies
  • Answers 1 answer
  • Subscribers 15 subscribers
  • Views 160 views
  • Users 0 members are here
Browse Forums
Announcements
238
topics
27
replies
General Discussion
1k
topics
3k
replies
Intelligence Reporting
311
topics
787
replies
Rohan

Pastel POS SQL

SOLVED
Posted By

Hi,

I am not sure if this has been answered before but here is my problem.

If we create a quotation in Pastel and a client then askes for an amended quote which now makes 2 quotations on the system.

The client comes into the store after we have done the work and the teller chooses the incorrect quote and links it to an invoice, it is imposseble to cancel  this sale. We have to cntr alt delete then restart the POS software. This sale is then placed onto the customers account as a variance on the POS sales report which is mostly not noticed because the till is in balance. So my accountant then starts to followup on why this sale is not paid because this sale is placed on the customers account in Pastel, which is an issue.

What are we doing wrong and how can I prevent this from happening as I feel that the software should catch this and prevent it from being pushed through to Pastel?

Thank you.

  • 0
    SUGGESTED

    Hi Rohan,

    When the client asks for changes to be made to the quotation, I suggest you edit the first quotation instead of creating a second one. This will eliminate the mistake of linking the invoice to the wrong quotation.

    Note that POS transactions will only be pushed to Pastel when you update all documents.

    The system will not stop the transaction from being updated to Pastel if it's not put on hold or marked as a COD.

    I suggest that you credit the incorrectly linked invoice and reinvoice before updating all documents.

    I hope this helps to resolve your query.

    Let me know if my answer was helpful by clicking on Verify answer.

    Regards,
    Mapule.

  • 0 in reply to Mapule

    Hi Mapule,

    I hear what you are saying but it does not realy answer my issue. We sometimes have a customer that asks for a number of quotations for different print services that we offer. Now they send a driver in to collect a job and he asks for the incorrect quotation/sales order and we link it to an invoice. Before we close the sale he asks for the correct quotation/sales order. At this stage we are unable to back out of this sale, we have to crash the POS software and then it becomes a variance on the Daily Sales Report. This willl always push through to Pastel as it has now become a variance. Is there not a way to prevent this from happening?

  • +1 in reply to Rohan
    verified answer

    Hi Rohan,

    If you force cancel the sale, it will always cause a variance and will always be updated to Pastel, so there is no way of preventing it from happening. 

    The best option would be completing the sale, crediting it, and reinvoicing from the correct quotation.

    Regards,

    Mapule.

  • 0 in reply to Mapule

    Hi Mapule,

    Thank you for your reply. This is a serious flaw in this software but I will work around it. Kind regards Rohan.

*Community Hub is the new name for Sage City