Sales order tag works when you separate your sales into several types. For example, for retail, you want to differentiate between offline and online store sales (Tokopedia, Shopee, etc) after you have done the integration. In this following article, we will explain the steps for creating a sales tag and using it on the omnichannel configuration menu.
I. Add Sales Order Tag
Step 1. Go to Setup Menu, Click More Menu, then Click Sales Order
Step 2. Click Add Button
Step 3. Input Sales Tag Form and Click the Save Button
Step 4. Sales Order Tag Added Successfully
II. Configure Omnichannel Order Tag
Step 1. Go to DealPOS Omnichannel using the POS User
Step 2. Go to Channel and Select Any Channel
Step 3. Click Edit, Go to the Orders Tab, Choose Sales Order Tag
The sales order tag is not only used for Identify channel Orders. Otherwise, it can also be used in POS offline transactions, for example, Walk-In Orders, WhatsApp Orders, etc. You may also use the Sales Order Tag to identify orders from online channel that we haven't handled yet (if you sell on that channel).
If you have multiple account in one channel which integrated with 1 outlet, you have to differentiate the sales order tag for each channel. If you don't differentiate the sales order tag, there will be an alert notification when you click the Channel menu
When your order configuration is not unique, your Dashboard Sales Report will be invalid. You can use either Outlet or Order Tag to differentiate Channel Order.
III. How to See the Reports By Sales Order Type
Step 1. View Sales Report Based on Filtered Sales Tag
Go to Reports, Select Report Detail, then Filter Sales Order Type.
Step 2. View Total Sales from all Sales Order Tag
Go to reports and click the Tag
Related Articles
To Know the difference between a Sales Order & and a Sales Invoice: Sales Order vs Sales Invoice
To Filter Report by Sales Order Tag: Report Based on Sales Order Tag
To Print Invoice Based on Sales Order Tag: Print Invoice Based on Sales Order Tag
