How to Create an Appointment in Websol Muhasib ERP

Websol Muhasib ERP allows you to create appointments on the sales in the company. This was a great and advanced feature provided by Websol Technologies in the Muhasib ERP software. This feature helps to take any appointments with the business owners or anything that relate your business.

Create Appointment

Follow the steps to create an appointment.

Step 1. Log in to the system and access the Main Back Office user interface.

Step 2. On the appeared window, click "Sales and Customers".

step 3. On the appearing "Sales Management" window, the "Transactions" section is shown on your screen.

Step 4. On the "Transaction" section, click on "New Appointment"

Step 5. The "New Appointment" window appears on the screen.

Step 6. In the "New Appointment" screen, Do follow the further steps mentioned below.

Step 7. Look at the Top "Select Customer" label, click it, and select the customer.

Step 8. Select the item from the "Search Item or Scan barcode" search box.

Step 9. And if you didn't remember the item name or barcode then click on "Find Item" and select the item you want to sell.

Step 10. On the left "Line" plane screen, your added items are shown.

Step 11. Click on the line item, The "Modify Line Item" screen is shown on your screen.

Step 12. You can set the Quantity, change the selling price,  and also give the discount on the item in the "Modify Line Item" screen.

Step 13. To Set the quantity, selling price, and give discounts follow the steps given below.

• In the "Line Item Quantity" field, enter the quantity of the item.
• In the "Sell Price" label, change the selling price.
• In the "Apply Discount in Line Item", select the discounted by from the "Discount by" dropdown, and enter the discount value. 

Step 14. After modifying an item, click on "Save Changes".

Step 15. After modifying and selecting items, look at the top-right corner and click on the "Appointment Option" button.

Step 16. The "Appointment Option" screen is shown in the window.

Step 18. To apply the appointment options settings, follow the steps given below.

• Select the order date from the "Appointment Date" dropdown.
• Tick mark on the "Time" box.
• Select the time from the "Time From" field.
• Select the time from the "Time To" field.
• Select the appointment status from the "Appointment Status" dropdown.
• Click on the "Save Changes" button.

Step 19. On the "New Appointment" screen, Look at the top left, and click on the "Payments" section.

Step 20. On the "Payment" section, look at the "Enter Payment" field, and enter the advanced payment.

Step 21. After entering the payment in the "Enter Payment" field, press Enter key on your keyboard.

Step 22. The Pop-up appears, Select the payment type and payment account from the dropdown, and click on "Enter Payment".

Step 23. If you want to save the appointment, click on the "Save" button or press "Ctrl+s".

Step 24. If you want to save and print the appointment, click on the "Print and Save" button

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