Rep Collections

A rep takes cash or a cheque at the shop door against its open bills, and hands the bag over to the office afterwards. Off books the orders and settles every rupee through the office or the bank.

Switch: Settings > Field Sales > Rep Collections. Permissions: Payment Entry, plus the rep’s own field-work permission.

Where it appears

Field sales shell: the Collections page and the Collect Payment quick action. The collections screen is also where undeposited float shows — what a rep is carrying and has not handed over.

Flow

flowchart TD
    A[Rep at the shop door] --> B[Receipt against the shop's open bills]
    B --> C[(Payment In recorded)]
    C --> D[Rep's float grows]
    D --> E[Hand over to the office]
    E --> F[(Float cleared)]

A receipt is a voucher the moment it is taken; the float is only the question of who is physically holding it.

Screens

Collections - receipts by day and rep, and the balance each rep is still carrying.
Collect Payment - the receipt sheet at the door: pick the shop, allocate against its open bills, cash or cheque.

Switching off. Warns at save when a rep is carrying money that has not been handed over — the settings page says how much, because the collections screen is the only place that bag shows.