Bug #4848
openCheck Product Quote Flow in POS Page up to Invoice
Description
Activity Planned:
Open the POS Page in the Admin panel.
Verify the complete Product Quote → Order → Invoice process within the POS workflow.
Steps to validate:
Create a new Product Quote from the POS page using an existing or new customer.
Add products to the quote and apply any discounts or offers if available.
Save and verify that the quote is listed under the Quotes section.
Convert the quote into an Order directly from POS.
Generate an Invoice for the same order and validate the price, tax, and total calculations.
Check whether the generated invoice is properly reflecting in the Admin billing and sales records.
Expected Result:
The Product Quote flow in the POS page should smoothly convert to an Order and then to an Invoice without any calculation, UI, or data sync issues.
Result (Morning Entry):
Testing planned for today – in progress.
Module:
POS – Product Quote / Order / Invoice Flow
Subtasks
Related issues
Updated by Sai Mahananda about 1 month ago
Activities Completed Today:
Product Quote Flow in POS Page:
Tested end-to-end quote flow inside the POS module.
Created new product quotes for multiple customers.
Verified discount, tax, and total calculations during quote creation.
Converted quote to Order, then generated Invoice.
Validated invoice data in Admin → Sales / Billing sections.
✅ Result: Quote to Order to Invoice flow working fine. All calculations and syncs are correct.
Service Creation & Conversion Research:
Researched the process for creating new services and converting service requests between categories (e.g., from one service type to another).
Analyzed how base price, unit, and calculation logic affect total price during conversion.
Noted dependencies between product, equipment, labour, and profit formula in service module.
✅ Result: Understanding completed; documentation and field mapping noted for implementation/testing.
Overall Result:
POS Quote flow and Invoice generation validated successfully.
Service creation logic research completed and documented.
Module:
POS – Product Quote / Order / Invoice Flow
Service – Creation / Conversion