This guide covers the detailed steps for managing advanced sales operations, including processing returns, managing sales quotations, and ensuring business continuity during internet outages.

1. Returns Management (Full and Partial Invoice Returns)

The system allows you to process returns based on the return policy configured in the Back Office (such as the allowed return period and defining returnable products).

Steps to process a return

  1. Search for the Invoice: From the side menu, navigate to the Sales History screen. Search for the invoice you want to return using the Invoice Number, Customer Name, or Mobile Number.
  2. Initiate the Return Process: Click on the invoice record to open the order details, then click the Return button.
  3. Determine Quantities (Full or Partial Return): A list of products in the invoice will appear. Select the products to be returned, and use the increase/decrease buttons (+ / -) to specify the refunded quantity for each product (whether returning some products or the entire invoice). If the product has a "Batch", you will be prompted to select the batch being returned. Click Next.
  4. Payment Screen and Refunding the Amount: You will be directed to the payment screen to refund the amount to the customer. Important Note for Fund Processing: The amount is refunded based on the original payment method; if paid in "Cash", it must be refunded in cash, and if paid using "On Account", it is refunded to the customer's account. The same applies to the Wallet. If the returned invoice includes discounts or promotions, the system automatically distributes and deducts the discount from the refunded amount to ensure accurate accounting.
  5. Confirm the Return: Click Confirm to complete the process, and an official return invoice will be issued, updating the inventory automatically.

2. Creating and Converting Sales Quotations

You can create a price quote for a customer, save it, and later convert it into a final sales invoice upon the customer's approval.

Step 1: Create the Sales Quotation

  • In the sales screen (cashier), add the required products to the cart (even if the quantity is currently unavailable in stock).
  • Mandatory Requirement: You must add and define a "Customer" in the cart to be able to create a price quote.
  • Click the More button at the top of the screen, then select Create Quote.
  • Click the Create Quotation button at the bottom to submit the request.
  • If an approval workflow is enabled, the quote status will change to "Pending" until it is approved from the Back Office.

Step 2: Convert the Sales Quotation into a Final Sales Invoice

  • From the side menu, navigate to Sales Quotations to search for the required quote.
  • Open the quote details, then click the Order button.
  • The system will transfer all products in the quote to the sales screen (cart). (Note: If some products run out of stock during this period, the system will give you the option to proceed with only the available products).
  • Click Checkout to complete the payment process and issue the final tax invoice.
  • You cannot create another order from the same quote once it has been converted.

3. Offline Sales (Offline Mode)

The Revest system is designed to ensure that sales operations inside the store never stop, even if the internet connection is completely lost.

How the system works during an internet outage:

  • Connectivity Status: At the top of the screen, the connectivity indicator will change from green (Online) to red (Offline).
  • Available Operations: You can continue to create invoices, add customers, complete payments, and print receipts normally.
  • Inventory Check: The system will verify the availability of quantities locally based on the latest data fetched from the local database before the internet outage. (You will not be able to see the stock of other branches while in offline mode).
  • Tax Invoice (ZATCA): The system is capable of generating the certified electronic invoice and the locally encrypted QR Code without the need for the internet, thanks to the encryption key (PEM Key) pre-integrated into the device.
  • Pending Operations: Any operations that require a direct connection to the central server (e.g., stock transfer requests, or administrative approvals) will be temporarily paused until the connection is restored.

What happens when the internet returns? (Synchronization)

  • Once the internet connection is restored, the system will automatically upload all invoices and operations performed offline in the background and sync them with the main server.
  • To ensure records are uploaded immediately or manually, you can go to the Sync menu and select Push Offline Records to send all locally saved sales to the Back Office.