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 13 days 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 13 days 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 13 days ago
- Status changed from New to Resolved
- % Done changed from 0 to 100