Feature #8672
openImplemented POS SMS integration, implemented Sales Summary in Product list page and working on Tax excluded in POS Sales and Product Quotations
100%
Description
Modernized Responsive UI: Replaced blocky card layouts with a sleek, data-dense row-based list, ensuring professional consistency across desktop and mobile.
Touch-Optimized Mobile Experience: Implemented a full-screen mobile dialog with "Unified Scroll" to ensure all filters, reports, and pagination are easily accessible on small screens.
Robust Customer Search: Integrated a naming/phone number search with "loose-match" logic, allowing users to find customers regardless of phone formatting (e.g., matching "123" with "(123) 456-").
Intelligent Date Filtering: Added restricted date pickers to prevent future-date errors and replaced bulky "Clear" buttons with intuitive cross icons for a cleaner interface.
Visual Hierarchy Refinement: Cleaned the sales rows by removing redundant product labels and highlighting customer names to facilitate faster data scanning.
Backend & Performance Stability: Resolved runtime crashes related to component imports and optimized the data layer to handle nested customer contact details reliably.
Subtasks
Related issues
Updated by Divya Inapakurthi about 2 months ago
Tax Exemption Feature: Update Summary
Standardized Terminology: Rebranded the "Exclude Tax" toggle to "Tax Exemption" in the POS to align with professional accounting standards.
Customer Privacy: Implemented logic to automatically hide the "Tax" row and any "Tax Excluded" notes from all customer-facing PDF receipts and invoices for exempt sales.
Public Receipt Transparency: Updated the public-facing receipt page to remove the tax line items for exempt sales, preventing customer confusion during payment.
Admin Audit Control: Maintained full tax visibility in the Admin Details view for managers, ensuring that the original tax value remains accessible for internal accounting and audit purposes.
Lifecycle Persistence: Ensured the Tax Exemption status follows the order from the initial POS sale through to the follow-up Product Invoices and Payment Links.
POS UI Enhancement: Updated the POS billing section to dynamically hide tax input fields and summary notes the moment "Tax Exemption" is enabled, streamlining the checkout flow.
Updated by Divya Inapakurthi about 2 months ago
Development Progress Summary
Standardized Tax Exemption Feature: Implemented "Tax Exemption" logic across POS, Admin, and Public interfaces, ensuring tax values are hidden from customers while remaining visible to administrators for audit purposes.
Resolved Missing Product Data: Fixed a critical UI bug in the Sales Details view by ensuring all product names are correctly populated and displayed in the summary tables.
Populated "Created By" Information: Updated the backend to provide the full name and email of the staff member responsible for each sale, improving accountability in the sales management module.
Standardized Receipt Identifiers: Replaced long, confusing system UUIDs with clean Quotation Numbers (e.g., QTN_...) on all PDF receipts and automated email communications.
Enhanced Customer Payment Links: Updated the Product Invoice public payment page to support tax-exempt sales and provided better payment reference IDs for customer clarity.
Fixed API Stability Issues: Resolved 500 internal server errors in the Sales Management module by correcting database model registration and population logic.
Standardized Payment UI Labels: Updated public-facing payment pages to use consistent terminology (e.g., "Check" vs "Cheque") and validated payment input ranges to match company standards
Updated by Divya Inapakurthi about 2 months ago
- Status changed from New to Resolved
- % Done changed from 0 to 100