Difference between revisions of "Sales Process"

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#Click '''Add Sales Invoice'''[[File:Sales Invoice(Create) - Step 2.png|center|624x624px|link=https://docs.oojeema.com/File:Sales_Invoice(Create)_-_Step_2.png]]
 
#Click '''Add Sales Invoice'''[[File:Sales Invoice(Create) - Step 2.png|center|624x624px|link=https://docs.oojeema.com/File:Sales_Invoice(Create)_-_Step_2.png]]
 
#Choose Customer then Tag the Delivery Receipt[[File:Sales Process Flow(Sales Invoice) - Step 6.png|center|892x892px]]<br />
 
#Choose Customer then Tag the Delivery Receipt[[File:Sales Process Flow(Sales Invoice) - Step 6.png|center|892x892px]]<br />
#Fill up the Necessary Fields then Click '''Save'''[[File:Sales Process Flow(Sales Invoice) - Step 7.png|center|666x666px]]
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#Fill up the Necessary Fields then Click '''Save'''[[File:Sales Process Flow(Sales Invoice) - Step 7.png|center|666x666px|link=https://docs.oojeema.com/File:Sales_Process_Flow(Sales_Invoice)_-_Step_7.png]]
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#Go to Financials then click '''Accounts Receivable'''[[File:Accounts Receivable(Create) - Step 1.png|center|127x127px]]<br />
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#Select the Accounts Receivable generated from the Sales Invoice. Click the drop-down arrow then click '''Post'''[[File:Sales Process Flow(Sales Invoice) - Step 9.png|center|152x152px]]
  
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====Financials====
 
====Financials====
  
 
=====Receipt Voucher=====
 
=====Receipt Voucher=====
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#Go to Financials then click '''Receipt Voucher'''[[File:Receipt Voucher(Create) - Step 1.png|center|246x246px|link=https://docs.oojeema.com/File:Receipt_Voucher(Create)_-_Step_1.png]]
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#Click '''Add Receipt Voucher'''[[File:Receipt Voucher(Create) - Step 2.png|center|212x212px|link=https://docs.oojeema.com/File:Receipt_Voucher(Create)_-_Step_2.png]]
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#Click '''Total Receivables'''. Tick the following Accounts Receivable/s then Click '''Tag.'''[[File:Sales Process Flow(Receipt Voucher) - Step 3.png|center|888x888px]]<br />
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#Fill up the required fields then click '''Save'''[[File:Sales Process Flow(Receipt Voucher) - Step 4.png|center|663x663px]]<br />
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#From the Receipt Voucher Menu, Click Select the Receipt Voucher then click '''Post'''[[File:Sales Process Flow(Receipt Voucher) - Step 5.png|center|145x145px]]<br />
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#Click '''Yes''' on the Confirmation to finish the Posting process.
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[[File:Sales Process Flow(Receipt Voucher) - Step 6.png|center|287x287px]]
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Revision as of 15:02, 23 December 2020

Sales

Sales Quotation
  1. Click Sales then Click Sales Quotation
  2. Click Add Quotation
  3. Fill-up the necessary fields the click Save
Sales Order
  1. Click Sales then Click Sales Quotation
    • If you are creating Sales Order without Sales Quotation. The step will be Sales -> Sales Order -> Add Sales Order. (After this proceed to step 3)
  2. Select the Quotation that needs to be convert into Sales order. Click the Dropdown arrow then choose Convert to SO
  3. Fill up the necessary forms then click save
Delivery Receipt
  1. Go to Sales then Click Delivery Receipt
  2. Click Add Delivery Receipt
  3. Choose Customer then Tag the Sales Order
  4. Fil up the necessary fields
  5. Tick the Checkbox of the item/s to be delivered.
  6. Enter the quantity of the tick item/s then click Save.
Sales Invoice and Generating Accounts Receivable
  1. Go to Sales then Click Delivery Receipt
  2. Select the Delivery Receipt that needs to tag as Complete. Click the Drop-down Arrow then click Tag as Delivered.
  3. Attached a file then click Attached.
  4. Go to Sales then Click Sales Invoice.
  5. Click Add Sales Invoice
  6. Choose Customer then Tag the Delivery Receipt
  7. Fill up the Necessary Fields then Click Save
  8. Go to Financials then click Accounts Receivable
  9. Select the Accounts Receivable generated from the Sales Invoice. Click the drop-down arrow then click Post


Financials

Receipt Voucher
  1. Go to Financials then click Receipt Voucher
  2. Click Add Receipt Voucher
  3. Click Total Receivables. Tick the following Accounts Receivable/s then Click Tag.
  4. Fill up the required fields then click Save
  5. From the Receipt Voucher Menu, Click Select the Receipt Voucher then click Post
  6. Click Yes on the Confirmation to finish the Posting process.