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How to use Sections in AltheaSuite 


The Sections feature is used to group similar items within an order creation document. It helps organize products into different categories, making the order easier to manage and review. 

Use Cases

  • Organize products into categories within an order.
  • Improve the readability of large orders containing multiple item types.
  • Group related products for easier review and processing.
  • Create well-structured order documents for customers and staff.

Examples:
Appliances : Microwave or Refrigerator

Furniture : Table or Chair


STEP 1 : 

  • Go to Settings.
  • Open General Settings.
  • Locate the Allow Sections in Item List of Quotation / Order option.
  • Select the checkbox to enable the feature.
  • Save the settings before creating the order document.

STEP 2 : 

  • After enabling the setting, navigate to the Order module and create a new order.
  • Enter the required details such as Customer, Address, and Delivery Mode.
  • Before adding an item, select the required Section Name.
  • Add the item under the selected section.
  • Repeat the process to add items under different sections as needed.

Note: If a Section Name is selected before adding items, all subsequently added items will automatically be assigned to that section.

The section can be changed or modified for individual items at any time if required

  • Create and receive the deposit amount, if any item has a serial number then provide serial number and save it.
  • Pay the amount through cash or any other methods 
  • Save 
  • Order will be created 
  • Print the order
  • Click on three dots 
  • Click on print sales order

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