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Record Logistics Services on Invoice
Record Logistics Services on Invoice

Add logistics services option & record them on the sales invoice

Ezzan avatar
Written by Ezzan
Updated over a week ago

DealPOS has recently introduced a new feature that allows users to register performed delivery services. This feature is useful for keeping track of delivery services and identifying frequently used ones. Before making a transaction with Delivery Service, you need to add the delivery service.

This article will explain how to create a logistics service option and how to record it on the sales invoice.

I. Add Logistics Delivery Option

Step 1. Go to Setup, Click More Menu then Click Logistics Delivery

Logistics Delivery Setup Option

Step 2. Click Add

Add Logistics Delivery

Step 3. Submit Services Name & Options, then Click Save

Input the logistics service name, then click the "+" button to add the logistics service option, then click save.

Submit Logistics Delivery

Step 4. Logistics Services is Created

Logistics Services is Created

II. Record Logistics Service on Sales Invoice

Step 1. Make Sales Transaction, then Click Note Button

Make Sales Transaction

Step 2. Choose Logistics Service, then Click Ok

Choose Logistics Service

Step 3. Click Pay to Complete Transaction

Complete Transaction

Step 4. Check Logistics Service on Invoice Detail

If you want to check the logistics service on the invoice, you can go to the orders menu, and then choose the invoice by clicking the invoice number.

Check Logistics Service on Invoice Detail

Notes :

The delivery service feature is only for recording purposes and to facilitate data filtering, you cannot input the shipping amount/cost. If you want to record the delivery service along with the nominal / shipping cost, you can use the feature Non-Inventory Product for Shipping Cost.

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