Difference between revisions of "Pro Sales and Service Invoice"

 
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Allows the user to create Sales Invoice and Service Invoice to document their sales of goods and services.
 
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> =====
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=====<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
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*The user should setup the following Maintenance Module in order to proceed on using the Sales Module
*# [[Pro Customer|Customer]]
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*#[[Pro Customer|Customer]]
*# [[Pro Items|Items]]
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*#[[Pro Items|Items]]
*# [[Pro Price List|Price List]]
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*#[[Pro Price List|Price List]]
*# [[Pro Tax|Tax]]
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*#[[Pro Tax|Tax]]
* For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
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*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]]
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*#[[Oojeema Pro Customers Job Aids|Customers Job Aids]]
*# [[Oojeema Pro Items Job Aids|Items Job Aids]]
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*#[[Oojeema Pro Items Job Aids|Items Job Aids]]
*# [[Oojeema Pro Price List Job Aids|Price List Job Aids]]
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*#[[Oojeema Pro Price List Job Aids|Price List Job Aids]]
*# [[Oojeema Pro Tax Job Aids|Tax Aids]]
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*#[[Oojeema Pro Tax Job Aids|Tax Aids]]
  
 
=====Sales and Service Invoice Menu List=====
 
=====Sales and Service Invoice Menu List=====
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<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>
 
<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
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*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
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*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.
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*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
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*Save and Pay - the system will save the Invoice and will redirect the user on [[Pro Receive Payments|Receive Payments]] Menu
  
 
{| class="wikitable"
 
{| class="wikitable"
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|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
 
| style="" |Sales
 
| style="" |Sales
| style="" |[[Pro Sales and Service Invoice|Sales and Service Invoice]]<nowiki> | </nowiki>[[Pro Receive Payments|Receive Payments]]
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| 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="box-sizing: inherit;"
 
| style="" |Maintenance
 
| style="" |Maintenance
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|-
 
|-
 
|Reports
 
|Reports
|[[Pro Discount Senior and PWD]]<nowiki> | </nowiki>[[Pro Sales Journal|Sales Journal]]<nowiki> | </nowiki>[[Pro Sales Relief|Sales Relief]]
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|[[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;"
 
|- style="box-sizing: inherit;"
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
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|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
 
| style="" |Maintenance Aids
 
| 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]]
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| 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="box-sizing: inherit;"
 
| style="" |Reports Aids
 
| 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]]
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| 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]]
 
|}
 
|}

Latest revision as of 13:25, 12 August 2021


Sales and Service Invoice

Allows the user to create Sales Invoice and Service Invoice to document their sales of goods and services.

Requirements before using Sales and Service Invoice
Sales and Service Invoice Menu List
Sales and Service Invoice

Notes:

User has an option on how the Invoice will be save. Below are the following options on saving an Invoice.

  • Save - the system will save the Invoice and will redirect the user to Sales Module 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 Pay - the system will save the Invoice and will redirect the user on Receive Payments Menu
Sales and Service Menu List
Field Description Expected Output
1.Invoice Invoice Reference Number once the transaction was generated Auto Generated
2.Customer Name of the Customer in the Transaction Customer List from the Customer Maintenance Module
3.DR No. Delivery Receipt No. to be referenced in the Invoice Transaction Numeric
4.PO No. Purchase Order No. to be referenced in the Invoice Transaction Numeric
5.Date Date when the transaction is created Date
6.Due Date Date when the transaction is expected to due Date
7.Notes Any notes and descriptions related to the Invoice Transaction Alphanumeric
8.Item Items to be transacted in the Invoice Item List from the Items Maintenance Module
9.Description Description of the Items Alphanumeric(Auto-generated if setup in the Items Maintenance Module)
10.Quantity Quantity of the Items in the Invoice Numeric
11.Price Price per quantity of an Item Numeric
12.Tax Tax to be applied per Item Tax List from the Tax Maintenance Module
13.Amount Total Amount of the item base on its price and its quantity Numeric
14.Delete Allows the user to delete a specific item line Yes or No
15.Add New Line Allows the user to add an item line Additional item line
Discount Menu
Discount Details Form
Discount Details Form List
Field Description Expected Output
1.Discount Type Type of Discount to be applied in the Transaction PWD

Senior Discount

Trade Discount

2.Discount Rate Rate of Discount to be applied in the Transaction Numeric
3.Gross Sales Gross Amount of the Transaction Numeric
4.Discount Amount Amount of Discount to be applied in the Transaction base from the Discount Rate Numeric
5.Save Save any changes in the discount Details Form Updated Discount Details Form
6.Exit Exit and cancel any changes made in the discount Details Form Closes the Discount Details Form
Discount Summary
7.Discount Type Type of Discount to be applied in the Transaction PWD

Senior Discount

Trade Discount

8.Gross Gross Amount of the Transaction Numeric
9.Discount Rate Rate of Discount to be applied in the Transaction Numeric
10.Discount Amount Amount of Discount to be applied in the Transaction base from the Discount Rate Numeric
11.Edit Allows the user to edit the discount details Update
12.Delete Delete any Discount entry in the Discount Details Form List Delete
Categories:
Modules
Sales Sales | Sales and Service Invoice | Receive Payments
Maintenance Customer | Discount Senior and PWD | Items | Price List |Tax
Reports Sales Report | Item Tracking | Audit Trail | Discount Senior and PWD | Sales Journal | Sales Relief
Job Aid Modules
Sales Aids Sales Job Aids
Maintenance Aids Customers Job Aids | Items Job Aids | Price List Job Aids | Tax Job Aids | Sales Invoice Print Job Aids
Reports Aids Sales Report Job Aids | Item Tracking Job Aids | Audit Trail Job Aids | Discount Senior and PWD Job Aids | Sales Journal Job Aids | Sales Relief Job Aids