Sales Tag is a feature that allows users to save sales to certain tags. This Sales Tag will be useful for filtering sales data in the form of report or invoice filters. Read more about Add New Sales Tag.
When you create a sales invoice, the default sales tag will be automatically selected (first in the sales tag list). You can set the system to remember the sales tag selected in the previous transaction, so that when you select another sales tag (not the main tag), when you make the next transaction, the sales tag will automatically be selected following the sales tag from the previous sales transaction.
This article will explain how to activate the automatic feature using sales tags from previous transactions. Before going into the article, make sure you have more than one sales tag.
I. Activate Configuration
Step 1. Go to Setup, then Click More Menu
Step 2. Select Module (Configuration)
Step 3. Go to Sell Tab, then Scroll Down to Advanced Section
Step 4. Enable Remember Previous Order Tag, then Click Save
II. Make Sales Transaction
Step 1. Go to Sell, Make Transaction, then Click Note
Step 2. Go to Tag, Choose Other Tag, then Click Ok
As you can see, the first tag on the list is "In-Store". So, the default is that tag, we try to choose another tag (Take Away).
Step 3. Click Pay to Complete Transaction
Step 4. Make New Sales Transaction
If you want to save the sale in the same tag as before, then you don't need to select the tag again.
Step 5. Complete Transaction, then Check Order Details
The new order tag with the "InvO1.01100" number same as the previous order tag with the "InvO1.01099" number.
Related Articles
To set the default sales order tag for a specific outlet Set Default Tag for Outlet
To print invoices based on the sales order tag (if you have more than one receipt template in the outlet) Print Invoice Based on Sales Tag
To check sales reports based on the sales order tag Sales Report Based on Tag
