Sales Invoice - Revision history

Gelo at 06:56, 11 April 2022

2022-04-11T06:56:11Z

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Gelo: Changed categories.

2022-04-07T04:30:35Z

Changed categories.

Gelo: Changed categories.

2022-04-06T05:18:17Z

Changed categories.

Gelo at 05:35, 28 March 2022

2022-03-28T05:35:39Z

Gelo at 05:34, 28 March 2022

2022-03-28T05:34:08Z

Gelo at 04:53, 25 March 2022

2022-03-25T04:53:39Z

Gelo at 04:41, 25 March 2022

2022-03-25T04:41:52Z

Gelo at 07:06, 17 March 2022

2022-03-17T07:06:42Z

Gelo at 03:33, 10 February 2022

2022-02-10T03:33:20Z

Gelo at 05:29, 25 November 2021

2021-11-25T05:29:30Z

← Older revision		Revision as of 04:30, 7 April 2022
Line 239:		Line 239:
	\|}<br />		\|}<br />
	[[Category:Sales]]		[[Category:Sales]]
		+	[[Category:Financial Statements]]
		+	[[Category:Financials]]

← Older revision		Revision as of 05:18, 6 April 2022
Line 238:		Line 238:
	\|[[Sales Register]]<nowiki> \| </nowiki>[[Sales Report]]		\|[[Sales Register]]<nowiki> \| </nowiki>[[Sales Report]]
	\|}<br />		\|}<br />
		+	[[Category:Sales]]

@@ Line 166: / Line 166: @@
 *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 - Sales Invoice - Export.png|border|center|1500x1500px]]
+[[File:Sales - Sales Invoice - Export.png|border|center|1501x1501px]]
 <br />
 =====<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 Sales Invoice Record</span></span></span></span></span>=====

@@ Line 167: / Line 167: @@
 [[File:Sales - Sales Invoice - Export.png|border|center|1500x1500px]]
+<br />
 =====<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 Sales Invoice Record</span></span></span></span></span>=====
 Sales Invoice can be canceled in two ways:

@@ Line 232: / Line 232: @@
 |Maintenance
 |[[Customer]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Profit Center]] [[Warehouse|<nowiki>| Warehouse</nowiki>]]
 |}<br />

@@ Line 37: / Line 37: @@
 =====Creating Sales Invoice=====
-#Go to Sales then Click [[Sales Invoice]]
+#Click [[Sales Invoice]] under Sales Menu
-#Click '''Add Sales Invoice'''
+#Under Sales Invoice Screen, Click '''Add Sales Invoice'''
-#Choose Customer then Tag the [[Delivery Receipt]]
+#Fill up the Necessary Fields then Click '''Save. Note: Fields with * are require fields'''
-#Fill up the Necessary Fields then Click '''Save'''
+#*Thee user will be given an option to tag a Profit Center to the Auto-Generated Accounts Receivable transaction.
 [[File:Sales - Sales Invoice - Add.png|border|center|1501x1501px]]
@@ Line 131: / Line 131: @@
 =====Viewing Sales Invoice=====
-#Go to Sales then Click [[Sales Invoice]]
+#Click [[Sales Invoice]] under Sales Menu
 #Select a Sales Invoice that needs to view its details, click the drop-down arrow then click View.
 #The user has an option to Edit the Sales Invoice upon viewing
@@ Line 139: / Line 139: @@
 =====Editing Sales Invoice=====
-#Go to Sales then Click [[Sales Invoice]]
+#Click [[Sales Invoice]] under Sales Menu
 #Select a Sales Invoice that needs to update its details, click the drop-down arrow then click Edit.
 #Update up the Necessary Fields then Click '''Save'''
 [[File:Sales - Sales Invoice - Edit.png|border|center|1553x1553px]]
 Notes:

@@ Line 127: / Line 127: @@
 **Item Details can only be edited when reverting back the [[Delivery Receipt]] status to '''PREPARED'''
 **Any updates done in the [[Delivery Receipt]] will be carry over when tagging it to Sales Invoice.
-* The user will be given an option to tag a [[Profit Center]] to the Auto-Generate [[Accounts Receivable]] transaction.
+*The user will be given an option to tag a [[Profit Center]] to the Auto-Generate [[Accounts Receivable]] transaction.
 =====Editing Sales Invoice=====
@@ Line 142: / Line 150: @@
 **Item Details can only be edited when reverting back the [[Delivery Receipt]] status to '''PREPARED'''
 **Any updates done in the [[Delivery Receipt]] will be carry over when tagging it to Sales Invoice.
-* The user will be given an option to tag a [[Profit Center]] to the Auto-Generate [[Accounts Receivable]] transaction.
+*The user will be given an option to tag a [[Profit Center]] to the Auto-Generate [[Accounts Receivable]] transaction.
-===== <span class="mw-headline" id="Printing_Sales_Quotation_Record" style="box-sizing: inherit;">Printing Sales Invoice Record</span> =====
+=====<span class="mw-headline" id="Printing_Sales_Quotation_Record" style="box-sizing: inherit;">Printing Sales Invoice Record</span>=====
-# Click Sales Invoice under Sales Menu
+#Click Sales Invoice under Sales Menu
-# Under Sales Invoice Screen, Select a record that needs to print its details. Click the drop-down arrow then click Print Invoice.
+#Under Sales Invoice Screen, Select a record that needs to print its details. Click the drop-down arrow then click Print Invoice.
 [[File:Sales - Sales Invoice - Print.png|border|center|1500x1500px]]
-===== <span class="mw-headline" id="Importing_and_Exporting_Sales_Quotation_Record" style="box-sizing: inherit;">Exporting Sales Invoice Record</span> =====
+=====<span class="mw-headline" id="Importing_and_Exporting_Sales_Quotation_Record" style="box-sizing: inherit;">Exporting Sales Invoice Record</span>=====
 . Under Sales Invoice 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 - Sales Invoice - Export.png|border|center|1500x1500px]]
-===== <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 Sales Invoice Record</span></span></span></span></span> =====
+=====<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 Sales Invoice Record</span></span></span></span></span>=====
 Sales Invoice can be canceled 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 - Sales Invoice - Cancel1.png|border|center|1500x1500px]]
 <br />
-* Using Cancel Button for cancelling multiple records
+*Using Cancel Button for cancelling multiple records
 [[File:Sales - Sales Invoice - Cancel2.png|border|center|1500x1500px]]

@@ Line 33: / Line 33: @@
 <br />
 =====Sales Invoice Record List=====
 =====Creating Sales Invoice=====
@@ Line 40: / Line 42: @@
 #Fill up the Necessary Fields then Click '''Save'''
 <br />
 {| class="wikitable"
@@ Line 124: / Line 127: @@
 **Item Details can only be edited when reverting back the [[Delivery Receipt]] status to '''PREPARED'''
 **Any updates done in the [[Delivery Receipt]] will be carry over when tagging it to Sales Invoice.
 =====Sales Invoice Options=====
@@ Line 132: / Line 179: @@
 ! style="background-color:rgb(234, 236, 240);text-align:center;" |Edit
 ! style="background-color:rgb(234, 236, 240);text-align:center;" |Print Invoice
 ! style="background-color:rgb(234, 236, 240);text-align:center;" |Cancel
 |- style="box-sizing: inherit;"
 | style="" |'''UNPAID'''
 | style="vertical-align:middle;text-align:center;" |☑
 | style="vertical-align:middle;text-align:center;" |☑
@@ Line 145: / Line 190: @@
 | style="vertical-align:middle;text-align:center;" |☑
 | style="vertical-align:middle;text-align:center;" |
 | style="vertical-align:middle;text-align:center;" |☑
 | style="vertical-align:middle;text-align:center;" |
@@ Line 152: / Line 196: @@
 | style="vertical-align:middle;text-align:center;" |☑
 | style="vertical-align:middle;text-align:center;" |
 | style="vertical-align:middle;text-align:center;" |☑
 | style="vertical-align:middle;text-align:center;" |
@@ Line 159: / Line 202: @@
 | style="background-color:rgb(248, 249, 250);vertical-align:middle;text-align:center;" |☑
 | style="background-color:rgb(248, 249, 250);vertical-align:middle;text-align:center;" |
 | style="background-color:rgb(248, 249, 250);vertical-align:middle;text-align:center;" |☑
+|
@@ Line 181: / Line 223: @@
 |-
 |Maintenance
-|[[Customer]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Warehouse]]
+|[[Customer]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Profit Center]] [[Warehouse|<nowiki>| Warehouse</nowiki>]]
 |}<br />

@@ Line 1: / Line 1: @@
 <div style="text-align: center;">
-[[Sales]] | [[Sales Quotation]] | [[Sales Order]] | [[Delivery Receipt]] | [[Sales Invoice Aids]]
+[[Sales]] | [[Sales Quotation]] | [[Sales Order]] | [[Delivery Receipt]]
 </div>
 ==Sales Invoice==
@@ Line 7: / Line 7: @@
 *The user should setup the following [[Maintenance]] Module in order to proceed on using the [[Sales Invoice]]
-*# [[Customer]]
+*#[[Customer]]
-*# [[Item Master]]
+*#[[Item Master]]
-*# [[Warehouse]]
+*#[[Warehouse]]
-* The user must have the following record in order to proceed on using the [[Sales Invoice]]
+*The user must have the following record in order to proceed on using the [[Sales Invoice]]
-*# [[Sales Order]]
+*#[[Sales Order]]
-*# [[Delivery Receipt]]
+*#[[Delivery Receipt]]
 {| 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;"
@@ Line 35: / Line 35: @@
 =====Creating Sales Invoice=====
-# Go to Sales then Click [[Sales Invoice]]
+#Go to Sales then Click [[Sales Invoice]]
-# Click '''Add Sales Invoice'''
+#Click '''Add Sales Invoice'''
-# Choose Customer then Tag the [[Delivery Receipt]]
+#Choose Customer then Tag the [[Delivery Receipt]]
-# Fill up the Necessary Fields then Click '''Save'''
+#Fill up the Necessary Fields then Click '''Save'''
 <br />
 {| class="wikitable"
 |+Creating Sales Invoice Information
 !'''Field'''
 !'''Description'''