Delivery Receipt - Revision history

Gelo at 06:36, 11 April 2022

2022-04-11T06:36:29Z

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Gelo: Changed categories.

2022-04-07T04:26:48Z

Changed categories.

Gelo: Changed categories.

2022-04-06T05:18:07Z

Changed categories.

Gelo at 05:14, 28 March 2022

2022-03-28T05:14:57Z

Gelo at 04:29, 25 March 2022

2022-03-25T04:29:34Z

Gelo at 06:03, 17 March 2022

2022-03-17T06:03:03Z

Gelo at 07:27, 9 February 2022

2022-02-09T07:27:58Z

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Gelo at 03:16, 20 January 2022

2022-01-20T03:16:34Z

Gelo at 03:01, 20 January 2022

2022-01-20T03:01:44Z

Gelo at 04:08, 25 November 2021

2021-11-25T04:08:38Z

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← Older revision		Revision as of 04:26, 7 April 2022
Line 344:		Line 344:
	\|}<div style="text-align: center;"></div>		\|}<div style="text-align: center;"></div>
	[[Category:Sales]]		[[Category:Sales]]
		+	[[Category:Inventory]]
		+	[[Category:Sales Reports]]

← Older revision		Revision as of 05:18, 6 April 2022
Line 343:		Line 343:
	\|[[Customer]]<nowiki> \| </nowiki>[[Item Master]]<nowiki> \| </nowiki>[[Warehouse]]		\|[[Customer]]<nowiki> \| </nowiki>[[Item Master]]<nowiki> \| </nowiki>[[Warehouse]]
	\|}<div style="text-align: center;"></div>		\|}<div style="text-align: center;"></div>
		+	[[Category:Sales]]

@@ Line 39: / Line 39: @@
 #Under Delivery Receipt Menu, Click Add Delivery Receipt
 #Fill up the necessary fields in the Header part
-#Tick the Checkbox of the item/s to be delivered.
+#Tick the Checkbox of the item/s to be delivered and enter its quantity
 #Click Save
-[[File:Sales - Delivery Receipt - Add.png|border|center|1500x1500px]]
+[[File:Sales - Delivery Receipt - Add.png|border|center|1501x1501px]]
@@ Line 280: / Line 279: @@
 *When Exporting the records, the user may also use the filter options such as Date Filter, Search Bar and Customer filter for precise searching and exporting of records.
-[[File:Sales - Delivery Receipt - Export.png|border|center|1500x1500px]]
+[[File:Sales - Delivery Receipt - Export.png|center|1501x1501px]]
 <br />
 =====Delivery Receipt Options=====

@@ Line 1: / Line 1: @@
 <div style="text-align: center;">
 [[Sales]] | [[Sales Quotation]] | [[Sales Order]] | [[Sales Invoice]]
-</div><br />
+</div>
 ==Delivery Receipt==
 This module allows the user to keep track the status of the items to be delivered to the customer if it is on Preparing, Delivered or Cancelled.
@@ Line 36: / Line 36: @@
 =====Creating Delivery Receipt=====
-#Go to Sales then Click [[Delivery Receipt]]
+#Click [[Delivery Receipt]] under Sales Menu
-#Click '''Add''' '''Delivery Receipt'''
+#Under Delivery Receipt Menu, Click Add Delivery Receipt
 #Fill up the necessary fields in the Header part
 #Tick the Checkbox of the item/s to be delivered.
-#Enter the quantity of the tick item/s then click Save.
+#Enter the quantity of the tick item/s to be delivered and enter its quantity
 [[File:Sales - Delivery Receipt - Add.png|border|center|1500x1500px]]
@@ Line 125: / Line 125: @@
 **This can be seen in [[Warehouse]] Maintenance Module.
 =====Viewing Delivery Receipt=====
-#Click Delivery Receipt under Sales Menu
+#Click [[Delivery Receipt]] under Sales Menu
-#Under Delivery Receipt Screen, Select a record that needs to view its details. Click the drop-down arrow then click VIew
+#Under Delivery Receipt Screen, Select a record that needs to view its details. Click the drop-down arrow then click View
 #The user can edit the Delivery Receipt as long as it is not yet delivered
@@ Line 136: / Line 135: @@
 =====Editing Delivery Receipt=====
-#Click Delivery Receipt under Sales Menu
+#Click [[Delivery Receipt]] under Sales Menu
-#Under Delivery Receipt Screen, Select a record that needs to update its details. Click the drop-down arrow then click Edit.
+#Select a Delivery Receipt record that needs to update its details. Click the drop-down arrow then click Edit.
 #Update the necessary fields then Click Save
@@ Line 227: / Line 226: @@
 =====<span class="mw-headline" id="Printing_Sales_Order_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Printing_Sales_Quotation_Record" style="box-sizing: inherit;">Printing Delivery Receipt Record</span></span>=====
-#Click Delivery Receipt under Sales Menu
+#Click [[Delivery Receipt]] under Sales Menu
-#Under Delivery Receipt Screen, Select a record that needs to print its details. Click the drop-down arrow then click Print.
+#Select a Delivery Receipt record that needs to print its details. Click the drop-down arrow then click Print.
 [[File:Sales - Delivery Receipt - Print.png|border|center|1500x1500px]]
@@ Line 234: / Line 233: @@
 =====Tagging Delivery Receipt as Delivered=====
-#Select a Delivery Receipt Record that is on '''PREPARED''' status
+#Click [[Delivery Receipt]] under Sales menu
-#Click the drop down arrow then select '''Tag as Delivered'''
+#Select a Delivery Receipt record that needs to tag as Delivered. Click the drop down arrow then select '''Tag as Delivered'''
-#Under attachment screen, upload a file as a proof of delivery
+#Under Tag as Delivered Screen, Upload the file then click Attached.
 #Click Attach.
@@ Line 259: / Line 258: @@
 *The user may only Revert the Delivery Receipt to Prepared if its on '''COMPLETE''' status
-**Delivery Receipt that has status of '''WITH INVOICE''' can only be reverted if the [[Sales Invoice]] record corresponding to it has been cancelled.
+**Delivery Receipt that has status of  '''WITH INVOICE''' can only be reverted if the [[Sales Invoice]] record corresponding to it has been cancelled.
 **To cancel the Sales Invoice, the Auto-Generated [[Accounts Receivable]] from the [[Sales Invoice]] must be cancelled.
 =====<span class="mw-headline" id="Cancelling_Sales_Order_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Cancelling_Sales_Quotation_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_ATC_Code_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Chart_of_Account_Record" style="box-sizing: inherit;">Cancelling Delivery Receipt Record</span></span></span></span></span></span>=====

@@ Line 36: / Line 36: @@
 =====Creating Delivery Receipt=====
-# Go to Sales then Click [[Delivery Receipt]]
+#Go to Sales then Click [[Delivery Receipt]]
-# Click '''Add''' '''Delivery Receipt'''
+#Click '''Add''' '''Delivery Receipt'''
-# Choose Customer then Tag the [[Sales Order]]
+#Choose Customer then Tag the [[Sales Order]]
-# Fill up the necessary fields in the Header part
+#Fill up the necessary fields in the Header part
-# Tick the Checkbox of the item/s to be delivered.
+#Tick the Checkbox of the item/s to be delivered.
-# Enter the quantity of the tick item/s then click Save.
+#Enter the quantity of the tick item/s then click Save.
 [[File:Sales - Delivery Receipt - Add.png|border|center|1500x1500px]]
@@ Line 126: / Line 126: @@
 <br />
 =====Editing Delivery Receipt=====
-# Click Delivery Receipt under Sales Menu
+#Click Delivery Receipt under Sales Menu
-# Under Delivery Receipt Screen, Select a record that needs to update its details. Click the drop-down arrow then click Edit.
+#Under Delivery Receipt Screen, Select a record that needs to update its details. Click the drop-down arrow then click Edit.
-# Update the necessary fields then Click Save
+#Update the necessary fields then Click Save
 [[File:Sales - Delivery Receipt - Edit.png|border|center|1500x1500px]]
@@ Line 203: / Line 211: @@
 Notes:
-*The user can only edit the [[Sales Order]] record if it is on '''PENDING''' status.
+*The user can only edit the [[Delivery Receipt]] record if it is on '''PENDING''' status.
 *The Delivery Receipt will be automatically set to '''PARTIAL''' when:
@@ Line 217: / Line 225: @@
 **Past Transactions with '''INACTIVE''' Warehouse prior to its deactivation can still be used.
-===== <span class="mw-headline" id="Printing_Sales_Order_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Printing_Sales_Quotation_Record" style="box-sizing: inherit;">Printing Delivery Receipt Record</span></span> =====
+=====<span class="mw-headline" id="Printing_Sales_Order_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Printing_Sales_Quotation_Record" style="box-sizing: inherit;">Printing Delivery Receipt Record</span></span>=====
-# Click Delivery Receipt under Sales Menu
+#Click Delivery Receipt under Sales Menu
-# Under Delivery Receipt Screen, Select a record that needs to print its details. Click the drop-down arrow then click Print.
+#Under Delivery Receipt Screen, Select a record that needs to print its details. Click the drop-down arrow then click Print.
 [[File:Sales - Delivery Receipt - Print.png|border|center|1500x1500px]]
@@ Line 256: / Line 264: @@
 <br />
-===== <span class="mw-headline" id="Cancelling_Sales_Order_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Cancelling_Sales_Quotation_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_ATC_Code_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Chart_of_Account_Record" style="box-sizing: inherit;">Cancelling Delivery Receipt Record</span></span></span></span></span></span> =====
+=====<span class="mw-headline" id="Cancelling_Sales_Order_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Cancelling_Sales_Quotation_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_ATC_Code_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Chart_of_Account_Record" style="box-sizing: inherit;">Cancelling Delivery Receipt Record</span></span></span></span></span></span>=====
 Delivery Receipt can be cancelled in two ways:
-* Using drop-down arrow of a record can be used in single record cancellation
+*Using drop-down arrow of a record can be used in single record cancellation
 [[File:Sales - Delivery Receipt - Cancel1.png|border|center|1500x1500px]]
 <br />
-* Using Cancel Button for cancelling multiple records
+*Using Cancel Button for cancelling multiple records
 [[File:Sales - Delivery Receipt - Cancel2.png|border|center|1500x1500px]]
-===== <span class="mw-headline" id="Exporting_Sales_Order_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Importing_and_Exporting_Sales_Quotation_Record" style="box-sizing: inherit;">Exporting Delivery Receipt Record</span></span> =====
+=====<span class="mw-headline" id="Exporting_Sales_Order_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Importing_and_Exporting_Sales_Quotation_Record" style="box-sizing: inherit;">Exporting Delivery Receipt Record</span></span>=====
 . Under Delivery Receipt Screen, Click Options
 . Under Options, The user may Export the record
-* When Exporting the records, the user may also use the filter options such as Date Filter, Search Bar and Customer filter for precise searching and exporting of records.
+*When Exporting the records, the user may also use the filter options such as Date Filter, Search Bar and Customer filter for precise searching and exporting of records.
 [[File:Sales - Delivery Receipt - Export.png|border|center|1500x1500px]]

@@ Line 145: / Line 145: @@
 **Past Transactions with '''INACTIVE''' Warehouse prior to its deactivation can still be used.
-===== Tagging Delivery Receipt as Delivered =====
+=====Tagging Delivery Receipt as Delivered=====
-# Select a Delivery Receipt Record that is on PREPARED status
+#Select a Delivery Receipt Record that is on '''PREPARED''' status
-# Click the drop down arrow then select Tag as Delivered
+#Click the drop down arrow then select '''Tag as Delivered'''
-# Under attachment screen, upload a file as a proof of delivery
+#Under attachment screen, upload a file as a proof of delivery
-# Click Attach.
+#Click Attach.
 Notes
-* The user can only tagged as delivered a Delivery Receipt if it is on '''PREPARED''' status
+*The user can only tagged as delivered a Delivery Receipt if it is on '''PREPARED''' status
-* The user must attached a file as a proof of delivery in order to proceed.
+*The user must attached a file as a proof of delivery in order to proceed.
-** The user may request for a feature that skip the attachment process.
+**The user may request for a feature that skip the attachment process.
-===== Reverting Delivery Receipt to Prepared =====
+=====Reverting Delivery Receipt to Prepared=====
-# Select a Delivery Receipt Record that is on DELIVERED status
+#Select a Delivery Receipt Record that is on '''DELIVERED''' status
-# Click the drop-down arrow then select Revert to Prepared.
+#Click the drop-down arrow then select '''Revert to Prepared'''.
 Notes:
-* The user may only Revert the Delivery Receipt to Prepared if its on COMPLETE status
+*The user may only Revert the Delivery Receipt to Prepared if its on '''COMPLETE''' status
-** Delivery Receipt that has status of WITH INVOICE can only be reverted if the Sales Invoice record corresponding to it has been cancelled.
+**Delivery Receipt that has status of '''WITH INVOICE''' can only be reverted if the [[Sales Invoice]] record corresponding to it has been cancelled.
-** To cancel the Sales Invoice, the Auto-Generated Accounts Receivable from the Sales Invoice must be cancelled.
+**To cancel the Sales Invoice, the Auto-Generated [[Accounts Receivable]] from the [[Sales Invoice]] must be cancelled.
 <br />

@@ Line 40: / Line 40: @@
 . Fill up the necessary fields in the Header part
-<br />
+{| class="ve-ce-branchNode ve-ce-tableNode ve-ce-mwTableNode wikitable jquery-tablesorter" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; cursor: default; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" contenteditable="false"
-{| class="ve-ce-branchNode ve-ce-tableNode ve-ce-mwTableNode wikitable jquery-tablesorter" contenteditable="false" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; cursor: default; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"
+|+ class="ve-ce-branchNode ve-ce-activeNode ve-ce-tableCaptionNode" style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; cursor: text; font-weight: bold;" contenteditable="true" spellcheck="false" |
 Creating Delivery Receipt Header Information
 ! style="background-color:rgb(234, 236, 240);text-align:center;" class="ve-ce-branchNode ve-ce-tableCellNode ve-ce-tableCellNode-header ve-ce-tableCellableNode" title="Double click to edit cell" contenteditable="false" spellcheck="true" |'''Field'''
@@ Line 145: / Line 144: @@
 **This can be seen in [[Warehouse]] Maintenance Module.
 **Past Transactions with '''INACTIVE''' Warehouse prior to its deactivation can still be used.
 =====Delivery Receipt Options=====
 {| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"