Pro Sales and Service Invoice - Revision history

Gelo at 05:25, 12 August 2021

2021-08-12T05:25:40Z

Gelo at 05:29, 6 August 2021

2021-08-06T05:29:50Z

Gelo at 04:39, 6 August 2021

2021-08-06T04:39:01Z

Gelo at 04:39, 19 July 2021

2021-07-19T04:39:28Z

Gelo at 05:08, 14 May 2021

2021-05-14T05:08:44Z

Gelo at 04:43, 14 May 2021

2021-05-14T04:43:30Z

Gelo: Created page with "== Sales and Service Invoice == Allows the user to create Sales Invoice and Service Invoice to document their sales of goods and services. {{DISPLAYTITLE:Sales and Service Inv..."

2021-05-14T03:50:26Z

Created page with "== Sales and Service Invoice == Allows the user to create Sales Invoice and Service Invoice to document their sales of goods and services. {{DISPLAYTITLE:Sales and Service Inv..."

New page

== Sales and Service Invoice ==
Allows the user to create Sales Invoice and Service Invoice to document their sales of goods and services.
{{DISPLAYTITLE:Sales and Service Invoice}}
[[File:Sales and Service Invoice.png|center|thumb|825x825px|Sales and Service Invoice]]

@@ Line 172: / Line 172: @@
 |-
 |Reports
-|[[Pro Discount Senior and PWD]]<nowiki> | </nowiki>[[Pro Sales Journal|Sales Journal]]<nowiki> | </nowiki>[[Pro Sales Relief|Sales Relief]]
+|[[Pro Sales Report|Sales Report]]<nowiki> | </nowiki>[[Pro Item Tracking|Item Tracking]]<nowiki> | </nowiki>[[Pro Audit Trail|Audit Trail]]<nowiki> | </nowiki>[[Pro Discount Senior and PWD|Discount Senior and PWD]]<nowiki> | </nowiki>[[Pro Sales Journal|Sales Journal]]<nowiki> | </nowiki>[[Pro Sales Relief|Sales Relief]]
 |- style="box-sizing: inherit;"
 | colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
@@ Line 183: / Line 183: @@
 |- style="box-sizing: inherit;"
 | style="" |Reports Aids
-| style="" |[[Pro Discount Senior and PWD Job Aids|Discount Senior and PWD Job Aids]]<nowiki> | </nowiki>[[Pro Sales Journal Job Aids|Sales Journal Job Aids]]<nowiki> | </nowiki>[[Pro Sales Relief Job Aids|Sales Relief Job Aids]]
+| style="" |[[Pro Sales Report Job Aids|Sales Report Job Aids]]<nowiki> | </nowiki>[[Pro Item Tracking Job Aids|Item Tracking Job Aids]]<nowiki> | </nowiki>[[Pro Audit Trail Job Aids|Audit Trail Job Aids]]<nowiki> | </nowiki>[[Pro Discount Senior and PWD Job Aids|Discount Senior and PWD Job Aids]]<nowiki> | </nowiki>[[Pro Sales Journal Job Aids|Sales Journal Job Aids]]<nowiki> | </nowiki>[[Pro Sales Relief Job Aids|Sales Relief Job Aids]]
 |}

@@ Line 180: / Line 180: @@
 |- style="box-sizing: inherit;"
 | style="" |Maintenance Aids
-| style="" |[[Oojeema Pro Customers Job Aids|Customers Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Items Job Aids|Items Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Price List Job Aids|Price List Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Tax Job Aids|Tax Job Aids]]
+| style="" |[[Oojeema Pro Customers Job Aids|Customers Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Items Job Aids|Items Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Price List Job Aids|Price List Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Tax Job Aids|Tax Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Sales Invoice Print Job Aids|Sales Invoice Print Job Aids]]
 |- style="box-sizing: inherit;"
 | style="" |Reports Aids
 | style="" |[[Pro Discount Senior and PWD Job Aids|Discount Senior and PWD Job Aids]]<nowiki> | </nowiki>[[Pro Sales Journal Job Aids|Sales Journal Job Aids]]<nowiki> | </nowiki>[[Pro Sales Relief Job Aids|Sales Relief Job Aids]]
 |}

@@ Line 5: / Line 5: @@
 Allows the user to create Sales Invoice and Service Invoice to document their sales of goods and services.
-===== <span class="mw-headline" id="Requirements_before_using_Sales_Module" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Quotation" style="box-sizing: inherit;">Requirements before using Sales and Service Invoice</span></span> =====
+=====<span class="mw-headline" id="Requirements_before_using_Sales_Module" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Quotation" style="box-sizing: inherit;">Requirements before using Sales and Service Invoice</span></span>=====
-* The user should setup the following Maintenance Module in order to proceed on using the Sales Module
+*The user should setup the following Maintenance Module in order to proceed on using the Sales Module
-*# [[Pro Customer|Customer]]
+*#[[Pro Customer|Customer]]
-*# [[Pro Items|Items]]
+*#[[Pro Items|Items]]
-*# [[Pro Price List|Price List]]
+*#[[Pro Price List|Price List]]
-*# [[Pro Tax|Tax]]
+*#[[Pro Tax|Tax]]
-* For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
+*For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
-*# [[Oojeema Pro Customers Job Aids|Customers Job Aids]]
+*#[[Oojeema Pro Customers Job Aids|Customers Job Aids]]
-*# [[Oojeema Pro Items Job Aids|Items Job Aids]]
+*#[[Oojeema Pro Items Job Aids|Items Job Aids]]
-*# [[Oojeema Pro Price List Job Aids|Price List Job Aids]]
+*#[[Oojeema Pro Price List Job Aids|Price List Job Aids]]
-*# [[Oojeema Pro Tax Job Aids|Tax Aids]]
+*#[[Oojeema Pro Tax Job Aids|Tax Aids]]
 =====Sales and Service Invoice Menu List=====
@@ Line 23: / Line 23: @@
 <span style="color: rgb(51, 51, 51)">User has an option on how the Invoice will be save. Below are the following options on saving an Invoice.</span>
-* Save - the system will save the Invoice and will redirect the user to [[Pro Sales|Sales]] Module Menu
+*Save - the system will save the Invoice and will redirect the user to [[Pro Sales|Sales]] Module Menu
-* Save and New - the system will save the Invoice and will redirect the user to Create Sales Invoice Menu
+*Save and New - the system will save the Invoice and will redirect the user to Create Sales Invoice Menu
-* Save and Preview - the system will save the Invoice and will redirect the user on viewing the Invoice.
+*Save and Preview - the system will save the Invoice and will redirect the user on viewing the Invoice.
-* Save and Pay - the system will save the Invoice and will redirect the user on [[Pro Receive Payments|Receive Payments]] Menu
+*Save and Pay - the system will save the Invoice and will redirect the user on [[Pro Receive Payments|Receive Payments]] Menu
 {| class="wikitable"
@@ Line 166: / Line 166: @@
 |- style="box-sizing: inherit;"
 | style="" |Sales
-| style="" |[[Pro Sales and Service Invoice|Sales and Service Invoice]]<nowiki> | </nowiki>[[Pro Receive Payments|Receive Payments]]
+| style="" |[[Pro Sales|Sales]]<nowiki> | </nowiki>[[Pro Sales and Service Invoice|Sales and Service Invoice]]<nowiki> | </nowiki>[[Pro Receive Payments|Receive Payments]]
 |- style="box-sizing: inherit;"
 | style="" |Maintenance

@@ Line 1: / Line 1: @@
+<div style="text-align: center;">
 ==Sales and Service Invoice==
 Allows the user to create Sales Invoice and Service Invoice to document their sales of goods and services.
 =====Sales and Service Invoice Menu List=====
 {{DISPLAYTITLE:Sales and Service Invoice}}
-[[File:Sales and Service Invoice.png|center|thumb|824x824px|Sales and Service Invoice]]
+[[File:Sales and Service Invoice.png|center|thumb|824x824px|Sales and Service Invoice]]Notes:
 {| class="wikitable"
 |+Sales and Service Menu List
@@ Line 138: / Line 160: @@
 |Delete any Discount entry in the Discount Details Form List
 |Delete
 |}

@@ Line 91: / Line 91: @@
 |-
 |2.Discount Rate
-|Amount of Discount to be applied in the Transaction
+|Rate of Discount to be applied in the Transaction
 |Numeric
 |-
@@ Line 98: / Line 98: @@
 |Numeric
 |-
-|4.
+|4.Discount Amount
+|Amount of Discount to be applied in the Transaction base from the Discount Rate
+|Numeric
 |-
-|5.
+|5.Save
+|Save any changes in the discount Details Form
+|Updated Discount Details Form
 |-
-|6.
+|6.Exit
+|Exit and cancel any changes made in the discount Details Form
+|Closes the Discount Details Form
 |-
 | colspan="3" style="vertical-align:middle;text-align:center;" |Discount Summary
 |-
 |7.Discount Type
+|Type of Discount to be applied in the Transaction
+|PWD
 |-
-|8.
+|8.Gross
+|Gross Amount of the Transaction
+|Numeric
 |-
-|9.
+|9.Discount Rate
+|Rate of Discount to be applied in the Transaction
+|Numeric
 |-
-|10.
+|10.Discount Amount
+|Amount of Discount to be applied in the Transaction base from the Discount Rate
+|Numeric
 |-
-|11.
+|11.Edit
+|Allows the user to edit the discount details
+|Update
 |-
-|12.
+|12.Delete
+|Delete any Discount entry in the Discount Details Form List
+|Delete
 |}