Hi Sanjay

There is a concern raised by Devia Book Shop (Aruj), in regards to Credit Sales Processing.

Currently, when a credit sale is completed, the payment screen is directly poped up.

He raised the below concerns:

1. The cashiers make a mistake by taking payment when in fact there should not be any payment.
2. The risk here is that if the customers only paid based on the customer statement, then these customers will never pay as these invoices have payment allocated.
3. This significantly increases the chance of fraud in the system.

Upon enquiring why the payments of credit sale were not picked up on Shift Close, Aruj advised that the shift variance was only for smaller amounts (e.g. $10, $15, $20) and they had disregarded this until they noticed that problem was coming from Credit Sales Processing.

To temporary resolve this issue, we have performed the below:

1. We have explained superuser on how  Credit Sales Processing functions
2. Setup authentication on the  Credit Sales Processing 

The client is currently on V11. Prior to V11, when a  Credit Sales Processing was performed, the message "Are you sure you want to complete this credit sale?" was promoted where YES ~> system completes the sale and NO ~> system goes to the payment screen.

Aruj requested to have this same feature back. 

Regards
Aarti

Hi Aarti, I have changed from "Defect" to "Enhancement". Please read the definition for defects in our helpdesk guideline.

The case has been pencilled in for V13.30

When a credit sale is saved, the user has to select a payment method. If the cashier is selecting a payment method, when there is no payment to take, means the Cashier needs to be properly trained.

We are continually trying to make the system easier to use, adding an additional prompt when it adds no value is not an improvement and therefore will not be added.

If the users want this as a special feature, we can add a configuration at a later version.