Redemption Portal Document

Revision History

1. Purpose  

This document serves as a guide for customer registration and generating accurate bills within the Redemption Portal.

2. Introduction  

Billing involves generating invoices for products or services, ensuring proper payment collection, tracking financial transactions, and managing business records.

To access the billing page:

1. Click on the three-dot (...) option.

2. Select Redemption Portal.

3. Key features  

3.1 Select Store  

This allows users to choose a store for billing purposes, ensuring transactions are accurately linked.

3.2 Customer Count  

This displays the number of customers added on a given day for:

• Performance tracking

• Customer data management

3.3 Overall Billing Today  

This shows total billing for the current day, enabling revenue tracking.

3.4 Transaction History  

This summarizes all transactions within a specific timeframe, helping with:

• Sales tracking

• Financial performance monitoring

• Report generation

3.5 Billing Details  

This provides itemized transaction details, including:

• Itemized charges

• Taxes

• Discounts

• Total amount

3.6 Invoice Search  

This allows users to find invoices using:

• Invoice number

• Date

• Customer details

3.7 Add Billing Here  

• Enter Customer mobile/Email to link billing details to a specific customer.

• This helps with accurate record-keeping and receipt generation.

3.8 Coupons & Offers  

This enhances sales and customer loyalty by providing:

• Discounts

• Special deals

You can also apply filters to coupons based on their expiration dates for better management and tracking.

3.9 Add Customer  

This allows the input of new customer details, such as:

• First Name

• Last Name

• Phone Number

• Email

• Gender

• Date of Birth

• Address (Building Name, Street, State, Country, and Pincode)

3.10 Add Bill  

• This generates a new billing record by entering transaction details.

• If the customer exists, the details will auto-fill.

• If the customer isn't registered, basic details must be entered before proceeding.

3.11 Add To Store

After entering details, click Add To Store to link the new customer to the store.

Please note: This pop-up only appears if the user has not been granted permission. Permission access details are provided in the user creation document.

3.12 Billing Process  

• Click Add Bill to proceed.

• The next screen displays customer and bill details for verification.

• Confirm details before finalizing.

4. Summary  

• Customer Name: Automatically fetched from the database

• Bill Amount: Displays the total transaction cost

• Reduction Type: Includes applicable discounts or coupons

• Bill Details: Bill Amount, Discounts Applied, Net Payable, Loyalty Points Earned, Payment Method, and Billing Date

• Payable Bill Amount: Final amount due for payment after all charges and discounts are applied

Upon confirmation, the bill details will be recorded under Billing Details for tracking and review.