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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 />
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#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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<br />
 
====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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<br />
 
<br />

Revision as of 15:02, 23 December 2020

Sales

Sales Quotation
  1. Click Sales then Click Sales Quotation
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  2. Click Add Quotation
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  3. Fill-up the necessary fields the click Save
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Sales Order
  1. Click Sales then Click Sales Quotation
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    • 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)
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  2. Select the Quotation that needs to be convert into Sales order. Click the Dropdown arrow then choose Convert to SO
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  3. Fill up the necessary forms then click save
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Delivery Receipt
  1. Go to Sales then Click Delivery Receipt
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  2. Click Add Delivery Receipt
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  3. Choose Customer then Tag the Sales Order
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  4. Fil up the necessary fields
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  5. Tick the Checkbox of the item/s to be delivered.
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  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
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  2. Select the Delivery Receipt that needs to tag as Complete. Click the Drop-down Arrow then click Tag as Delivered.
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  3. Attached a file then click Attached.
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  4. Go to Sales then Click Sales Invoice.
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  5. Click Add Sales Invoice
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  6. Choose Customer then Tag the Delivery Receipt
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  7. Fill up the Necessary Fields then Click Save
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  8. Go to Financials then click Accounts Receivable
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  9. Select the Accounts Receivable generated from the Sales Invoice. Click the drop-down arrow then click Post
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Financials

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