KOT from Sales

KOT from Sales

Creating a KOT from a sales invoice allows you to generate kitchen order tickets directly from sales transactions. This feature is useful when you need to send orders to the kitchen after creating a sales invoice, or when you want to track kitchen preparation for takeaway or delivery orders.

What is KOT from Sales?

When you create a KOT from a sales invoice:

• The KOT is automatically linked to the sales invoice
• Items from the sales invoice are transferred to the KOT
• Customer and table information is copied from the sales
• KOT and sales remain connected for order tracking

When to Use KOT from Sales

Create KOT from sales when:

• You've created a sales invoice and need to send items to kitchen
• Takeaway or delivery orders need kitchen preparation
• You want to track kitchen preparation for sales orders
• You need to maintain sales-to-kitchen order relationship

Accessing Sales Invoice

To create a KOT from a sales invoice:

1. Navigate to Sales → Sales Invoice
2. Find and open the sales invoice you want to convert
3. Click on "Create KOT" or "Generate KOT" button
4. Or go to Restaurant → KOT → Create from Sales

Sales Information Pre-filled

When creating KOT from sales, the following information is automatically populated:

• Sales ID: Linked to the original sales invoice
• Items: All items from the sales invoice
• Quantities: Quantities from the sales order
• Customer: Customer information from sales
• Table (if applicable): Table assigned in sales
• Special Instructions: Notes from the sales invoice

Item Transfer Process

The system automatically:

• Copies all items from sales invoice to KOT
• Transfers item quantities as specified in sales
• Preserves item details and pricing information
• Maintains item order from the sales invoice

Modifying KOT Items

After items are transferred, you can:

• Add additional items if needed
• Modify quantities (if allowed by settings)
• Assign items to kitchen stations
• Add item-level special instructions
• Remove items if necessary

Saving KOT from Sales

To complete the KOT creation:

1. Review all items transferred from sales
2. Verify quantities and item details
3. Assign kitchen stations if needed
4. Add any additional special instructions
5. Click "Save" or "Create KOT"
6. The KOT will be created and linked to the sales invoice

Sales-KOT Relationship

After creating KOT from sales:

• The sales invoice shows the linked KOT
• KOT status can be viewed from the sales invoice
• Both sales and KOT can be tracked together
• Reports can show sales-to-KOT conversions

Preventing Duplicate KOTs

The system prevents creating multiple KOTs:

• If a KOT already exists for a sales invoice, you'll be notified
• You can view the existing KOT instead of creating a new one
• This ensures one KOT per sales invoice (industry standard)

Best Practices

• Create KOT from sales immediately after creating the invoice
• Review all items before creating KOT to ensure accuracy
• Verify quantities match customer requirements
• Assign appropriate kitchen stations for efficient preparation
• Keep sales and KOT status synchronized
• Use this feature for takeaway and delivery orders

Troubleshooting

Cannot create KOT from sales?

• Ensure the sales invoice is not cancelled or deleted
• Check that sales invoice has items
• Verify no KOT already exists for this sales
• Confirm you have permissions to create KOTs
• Check that Restaurant Module is enabled

Items not transferring correctly?

• Verify sales invoice has items before creating KOT
• Check that items are not marked as deleted
• Ensure items are available in the system

Next Steps

After creating KOT from sales:

• Print the KOT for kitchen staff
• Track order status as it progresses through preparation
• Monitor KOT status from the sales invoice
• Update order status as items are prepared
• Complete the sales process when order is served