Sales transactions can originate from different sales sources and types. For example, a customer may purchase directly in-store, place an order via WhatsApp, or buy through an online marketplace.

To help categorize these different types of sales, you can use Sales Order Tags. Sales order tags allow you to classify sales transactions based on their source or sales type.

To learn how to create sales order tags, apply them when creating sales transactions, and view sales reports by sales order tags, follow the steps below.

I. Add New 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 Type Form then Click the Save Button

Step 4. Sales Order Type Added Successfully

II. Applying Sales Order Tag in the Sell Menu

Step 1. Go to Sell Menu, Try to Input Product on Cart, then click Note Button

Step 2. Click Tag tab and select Sales Order Tag

Step 3. Pay the Transactions

III. View Sales Report Based on Sales Order Tag

Go to Reports menu, Select Report Detail, then Filter Sales Order Type.

DealPOS is an online point-of-sale (POS) application specifically designed for retail businesses in categories like Fashion, Minimarkets, Electronics, Fresh Food, and Building Material Stores.

With DealPOS, you can manage both online and offline store inventory in real-time on a single platform. You can also sell through omnichannel (offline and online) as DealPOS integrates with marketplaces (Shopee, Tokopedia, TikTok Shop, Lazada) and instant web stores (Shopify and WooCommerce).

For more detailed financial book-keeping, Books App is available as a separate accounting application. In addition, stock counting becomes easier with the DealPOS Scanner App, which supports barcode scanning features.

How to Add Sales Order Tag For In-Store Sales