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Difference between revisions of "Oojeema Pro Sales Job Aids"

(Created page with "== Sales Module Job Aids == ===== Managing Sales Invoice ===== ====== Creating Sales Invoice ====== ====== Viewing Sales Invoice ====== ====== Editing Sales Invoice ======...")
 
 
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== Sales Module Job Aids ==
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<div style="text-align: center;">
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[[Pro Sales|Sales]] | [[Pro Sales and Service Invoice|Sales and Service Invoice]] | [[Pro Receive Payments|Receive Payments]] | [[Oojeema Pro Sales Job Aids|Sales Module Aids]]
 +
</div>
 +
==Sales Module Job Aids==
  
−
===== Managing Sales Invoice =====
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=====<span class="mw-headline" id="Requirements_before_using_Sales_and_Service_Invoice" style="box-sizing: inherit;"><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 Module</span></span></span>=====
  
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====== Creating Sales Invoice ======
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*The user should setup the following Maintenance Module in order to proceed on using the Sales Module
 +
*#[[Pro Customer|Customer]]
 +
*#[[Pro Items|Items]]
 +
*#[[Pro Price List|Price List]]
 +
*#[[Pro Tax|Tax]]
 +
*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 Items Job Aids|Items Job Aids]]
 +
*#[[Oojeema Pro Price List Job Aids|Price List Job Aids]]
 +
*#[[Oojeema Pro Tax Job Aids|Tax Aids]]
  
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====== Viewing Sales Invoice ======
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<br />
 +
=====Managing Sales Invoice=====
  
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====== Editing Sales Invoice ======
+
======Creating Sales Invoice======
  
−
====== Receiving Payments on Sales Invoice ======
+
#Under Main Menu, Click '''Sales'''[[File:Pro Sales Invoice (Create) - Step 01.png|center|950x950px]]<br />
 +
#Under Sales Menu, Click Create New Invoice then choose '''Sales Invoice'''[[File:Pro Sales Invoice (Create) - Step 02.png|center|950x950px]]<br />
 +
#Fill up the necessary fields on the Header Part<br />[[File:Pro Sales Invoice (Create) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Create)%20-%20Step%2003.png|center|950x950px]]
 +
#*Take Note that the Customer field is required for this transaction
 +
#*User can add a Customer under Customer field by clicking the Drop-down arrow then choose '''Add New Customer'''[[File:Pro Sales Invoice (Create Customer) - Step 01.png|center|600x600px]]
 +
#**Make sure to fill up the required fields in order to create a Customer record[[File:Pro Sales Invoice (Create Customer) - Step 02.png|center|641x641px]]<br />
 +
#Fill up the Item Field[[File:Pro Sales Invoice (Create) - Step 04.png|center|950x950px]]
 +
#*Take Note that it requires at least one item in order for the transaction to proceed
 +
#*User can add an Item under Item field by clicking the Drop-down arrow then choose Add New Item[[File:Pro Sales Invoice (Create Item) - Step 01.png|center|600x600px]]<br />
 +
#**Make sure to fill up the required fields in order to create an Item record[[File:Pro Sales Invoice (Create Item) - Step 02.png|center|786x786px]]<br />
 +
#*User can apply Discount by clicking the Discount field[[File:Pro Sales Invoice (Applying Discount) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Applying%20Discount)%20-%20Step%2001.png|center|600x600px]]
 +
#**Fill up the necessary fields under Discount Menu[[File:Pro Sales Invoice (Applying Discount) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Applying%20Discount)%20-%20Step%2002.png|center|600x600px]]<br />
 +
#Click Save[[File:Pro Sales Invoice (Create) - Step 05.png|center|950x950px]]<br />
 +
#*User has an option on how the Invoice will be save. Below are the following options on saving an Invoice[[File:Pro Sales Invoice (Save Option) - Step 01.png|center|114x114px]]<br />
 +
#**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
  
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====== Cancelling Sales Invoice ======
+
======Viewing Sales Invoice======
  
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===== Managing Service Invoice =====
+
#Under Main Menu, Click Sales[[File:Pro Sales Invoice (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Create)%20-%20Step%2001.png|center|950x950px]]
 +
#Under Sales Menu, Select a Sales Invoice that needs to view its Details, click the drop-down button then choose '''View'''[[File:Pro Sales Invoice (View) - Step 02.png|center|155x155px]]<br />
 +
#*Sales Invoice Reference No always starts with "SI"
 +
#Under view Invoice, the user has an option to Receive Payment, Edit, Send, Download, Show its entries or Exit the Transaction[[File:Pro Sales Invoice (View) - Step 03.png|center|950x950px]]<br />
  
−
====== Creating Service Invoice ======
+
======Editing Sales Invoice======
  
−
====== Viewing Service Invoice ======
+
#Under Main Menu, Click Sales[[File:Pro Sales Invoice (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Create)%20-%20Step%2001.png|center|950x950px]]
 +
#Under Sales Menu, Select a Sales Invoice that needs to update its Details, click the drop-down button then choose '''Edit'''[[File:Pro Sales Invoice (Edit) - Step 02.png|center|155x155px]]<br />
 +
#*Sales Invoice Reference No always starts with "SI"
 +
#Update the necessary fields[[File:Pro Sales Invoice (Edit) - Step 03.png|center|950x950px]]<br />
 +
#Click Save
 +
#*User has an option on how the Invoice will be save. Below are the following options on saving an Invoice[[File:Pro Sales Invoice (Save Option) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Save%20Option)%20-%20Step%2001.png|center|114x114px]]
 +
#**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
  
−
====== Editing Service Invoice ======
+
======Receiving Payments on Sales Invoice======
  
−
====== Receiving Payments on Sales Invoice ======
+
#Under Main Menu, Click Sales[[File:Pro Sales Invoice (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Create)%20-%20Step%2001.png|center|950x950px]]
 +
#Under Sales Menu, Select a Sales Invoice that needs to receive its payments, click the drop-down button then choose '''Receive Payment'''[[File:Pro Sales Invoice (Receive Payments) - Step 02.png|center|155x155px]]<br />
 +
#Under Receive Payment Menu, fill up the necessary fields and click Save[[File:Pro Sales Invoice (Receive Payments) - Step 03.png|center|950x950px]]<br />
  
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====== Cancelling Sales Invoice ======
+
======Cancelling Sales Invoice======
  
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===== Managing Imports and Exports of Sales =====
+
#Under Main Menu, Click Sales[[File:Pro Sales Invoice (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Create)%20-%20Step%2001.png|center|950x950px]]
 +
#Under Sales Menu, Select a Sales Invoice that needs to cancel, click the drop-down button then choose '''Cancel'''[[File:Pro Sales Invoice (Cancel) - Step 02.png|center|155x155px]]<br />
 +
#*Sales Invoice Reference No always starts with "SI"
 +
#Click Yes to proceed in cancelling the Invoice.[[File:Pro Sales Invoice (Cancel) - Step 03.png|center|283x283px]]<br />
  
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====== Exporting Invoices ======
+
=====Managing Service Invoice=====
  
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====== Importing Sales ======
+
======Creating Service Invoice======
  
−
===== Receiving Payments on Sales Module =====
+
#Under Main Menu, Click '''Sales'''[[File:Pro Sales Invoice (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Create)%20-%20Step%2001.png|center|950x950px]]
 +
#Under Sales Menu, Click Create New Invoice then choose '''Service Invoice'''[[File:Pro Sales Service Invoice (Create) - Step 01.png|center|950x950px]]<br />
 +
#Fill up the necessary fields on the Header Part[[File:Pro Sales Invoice (Create) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Create)%20-%20Step%2003.png|center|950x950px]]
 +
#*Take Note that the Customer field is required for this transaction
 +
#*User can add a Customer under Customer field by clicking the Drop-down arrow then choose '''Add New Customer'''[[File:Pro Sales Invoice (Create Customer) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Create%20Customer)%20-%20Step%2001.png|center|600x600px]]
 +
#**. Make sure to fill up the required fields in order to create a Customer record[[File:Pro Sales Invoice (Create Customer) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Create%20Customer)%20-%20Step%2002.png|center|641x641px]]
 +
#Fill up the Item Field[[File:Pro Sales Invoice (Create) - Step 04.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Create)%20-%20Step%2004.png|center|950x950px]]
 +
#*Take Note that it requires at least one item in order for the transaction to proceed
 +
#*User can add an Item under Item field by clicking the Drop-down arrow then choose Add New Item[[File:Pro Sales Invoice (Create Item) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Create%20Item)%20-%20Step%2001.png|center|600x600px]]
 +
#**Make sure to fill up the required fields in order to create an Item record[[File:Pro Sales Invoice (Create Item) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Create%20Item)%20-%20Step%2002.png|center|786x786px]]
 +
#*User can apply Discount by clicking the Discount field[[File:Pro Sales Invoice (Applying Discount) - Step 01.png|center|600x600px]]<br />
 +
#**Fill up the necessary fields under Discount Menu then click Save[[File:Pro Sales Invoice (Applying Discount) - Step 02.png|center|600x600px]]<br />
 +
#Click Save[[File:Pro Service Invoice (Create) - Step 05.png|center|950x950px]]<br />
 +
#*User has an option on how the Invoice will be save. Below are the following options on saving an Invoice[[File:Pro Sales Invoice (Save Option) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Save%20Option)%20-%20Step%2001.png|center|114x114px]]
 +
#**Save - the system will save the Invoice and will redirect the user to Service Module Menu
 +
#**Save and New - the system will save the Invoice and will redirect the user to Create Service 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
 +
 
 +
======Viewing Service Invoice======
 +
 
 +
#Under Main Menu, Click Sales[[File:Pro Sales Invoice (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Create)%20-%20Step%2001.png|center|950x950px]]
 +
#Under Sales Menu, Select a Service Invoice that needs to view its Details, click the drop-down button then choose View[[File:Pro Sales Invoice (View) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(View)%20-%20Step%2002.png|center|155x155px]]
 +
#*Service Invoice Reference No always starts with "SR"
 +
#Under view Invoice, the user has an option to Receive Payment, Edit, Send, Download, Show its entries or Exit the Transaction
 +
 
 +
[[File:Pro Service Invoice (View) - Step 03.png|950x950px]]
 +
======Editing Service Invoice======
 +
 
 +
#Under Main Menu, Click Sales[[File:Pro Sales Invoice (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Create)%20-%20Step%2001.png|center|950x950px]]
 +
#Under Sales Menu, Select a Service Invoice that needs to update its Details, click the drop-down button then choose '''Edit'''[[File:Pro Sales Invoice (Edit) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Edit)%20-%20Step%2002.png|center|155x155px]]
 +
#*Service Invoice Reference No always starts with "SR"
 +
#Update the necessary fields[[File:Pro Service Invoice (Edit) - Step 03.png|center|thumb|950x950px]]<br />
 +
#Click Save
 +
#*User has an option on how the Invoice will be save. Below are the following options on saving an Invoice[[File:Pro Sales Invoice (Save Option) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Save%20Option)%20-%20Step%2001.png|center|114x114px]]
 +
#**Save - the system will save the Invoice and will redirect the user to Service Module Menu
 +
#**Save and New - the system will save the Invoice and will redirect the user to Create Service 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
 +
 
 +
======Receiving Payments on Service Invoice======
 +
 
 +
#Under Main Menu, Click Sales[[File:Pro Sales Invoice (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Create)%20-%20Step%2001.png|center|950x950px]]
 +
#Under Sales Menu, Select a Sales Invoice that needs to receive its payments, click the drop-down button then choose '''Receive Payment'''[[File:Pro Sales Invoice (Receive Payments) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Receive%20Payments)%20-%20Step%2002.png|center|155x155px]]
 +
#Under Receive Payment Menu, fill up the necessary fields and click Save[[File:Pro Service Invoice (Receive Payments) - Step 03.png|center|950x950px]]<br />
 +
#*Take note that the user has an option to Receive Payment, Edit, Send, Download, Show its entries or Exit the Transaction
 +
 
 +
======Cancelling Sales Invoice======
 +
 
 +
#Under Main Menu, Click Sales[[File:Pro Sales Invoice (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Create)%20-%20Step%2001.png|center|950x950px]]
 +
#Under Sales Menu, Select a Service Invoice that needs to cancel, click the drop-down button then choose '''Cancel'''[[File:Pro Sales Invoice (Cancel) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Cancel)%20-%20Step%2002.png|center|155x155px]]
 +
#*Service Invoice Reference No always starts with "SR"
 +
#Click Yes to proceed in cancelling the Invoice.[[File:Pro Sales Invoice (Cancel) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Cancel)%20-%20Step%2003.png|center|283x283px]]
 +
 
 +
<br />
 +
=====Managing Imports and Exports of Sales=====
 +
 
 +
======Exporting Invoices======
 +
 
 +
#Under Main Menu, Click Sales[[File:Pro Sales Invoice (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Create)%20-%20Step%2001.png|center|950x950px]]
 +
#Under Sales Menu, Click Options then choose '''Export Invoice'''[[File:Pro Sales Module (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Module%20(Export)%20-%20Step%2002.png|center]]
 +
#*Take note that the user has an option to use the record filters for precise exporting of records[[File:Pro Sales Module (Export) - Step 02.1.png|center|600x600px]]
 +
 
 +
<br />
 +
======Importing Sales======
 +
 
 +
#Under Main Menu, Click '''Sales'''[[File:Pro Sales Invoice (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Create)%20-%20Step%2001.png|center|950x950px]]
 +
#Under Sales Menu, Click Options then choose '''Import Sales'''[[File:Pro Sales Module (Import) - Step 02.png|center|770x770px|link=https://docs.oojeema.com/File:Pro_Sales_Module_(Import)_-_Step_02.png]]
 +
#<span style="color: rgb(51, 51, 51)">Download the Template in the Link provided</span>[[File:Pro Sales Module (Import) - Step 03.png|center|586x586px]]<br />
 +
#<span style="color: rgb(51, 51, 51)">Fill out the Template</span>[[File:Pro Sales Module (Import) - Step 04.png|center|953x953px]]<br />
 +
#<span style="color: rgb(51, 51, 51)">Attach the Template then Click</span> '''Import.'''[[File:Pro Sales Module (Import) - Step 05.png|center]]
 +
 
 +
<br />
 +
=====Receiving Payments on Sales Module=====
 +
 
 +
#Under Main Menu, Click '''Sales'''[[File:Pro Sales Invoice (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Create)%20-%20Step%2001.png|center|950x950px]]
 +
#Under Sales Menu, Click '''Receive Payment'''[[File:Pro Sales Module (Receive Payments) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Module%20(Receive%20Payments)%20-%20Step%2002.png|center|778x778px]]
 +
#Fill up the necessary fields and choose the Invoices that needs to be paid.[[File:Pro Sales Module (Receive Payments) - Step 03.png|center|886x886px]]
 +
#Click Save
 +
 
 +
{| 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: 1em 0px; 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;"
 +
|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Categories:
 +
! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules'''
 +
|- style="box-sizing: inherit;"
 +
| style="" |Sales
 +
| 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
 +
| style="" |[[Pro Customer|Customer]]<nowiki> | </nowiki>[[Pro Discount Senior and PWD|Discount Senior and PWD]]<nowiki> | </nowiki>[[Pro Items|Items]]<nowiki> | </nowiki>[[Pro Price List|Price List]]<nowiki> |</nowiki>[[Pro Tax|Tax]]
 +
|-
 +
|Reports
 +
|[[Pro 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'''
 +
|- style="box-sizing: inherit;"
 +
| style="" |Sales Aids
 +
| style="" |[[Oojeema Pro Sales Job Aids|Sales Job Aids]]
 +
|- 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]]<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]]
 +
|}
 
<br />
 
<br />

Latest revision as of 13:33, 6 August 2021

Sales Module Job Aids

Requirements before using Sales Module


Managing Sales Invoice
Creating Sales Invoice
  1. Under Main Menu, Click Sales
    Pro Sales Invoice (Create) - Step 01.png

  2. Under Sales Menu, Click Create New Invoice then choose Sales Invoice
    Pro Sales Invoice (Create) - Step 02.png

  3. Fill up the necessary fields on the Header Part
    Pro Sales Invoice (Create) - Step 03.png
    • Take Note that the Customer field is required for this transaction
    • User can add a Customer under Customer field by clicking the Drop-down arrow then choose Add New Customer
      Pro Sales Invoice (Create Customer) - Step 01.png
      • Make sure to fill up the required fields in order to create a Customer record
        Pro Sales Invoice (Create Customer) - Step 02.png

  4. Fill up the Item Field
    Pro Sales Invoice (Create) - Step 04.png
    • Take Note that it requires at least one item in order for the transaction to proceed
    • User can add an Item under Item field by clicking the Drop-down arrow then choose Add New Item
      Pro Sales Invoice (Create Item) - Step 01.png

      • Make sure to fill up the required fields in order to create an Item record
        Pro Sales Invoice (Create Item) - Step 02.png

    • User can apply Discount by clicking the Discount field
      Pro Sales Invoice (Applying Discount) - Step 01.png
      • Fill up the necessary fields under Discount Menu
        Pro Sales Invoice (Applying Discount) - Step 02.png

  5. Click Save
    Pro Sales Invoice (Create) - Step 05.png

    • User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
      Pro Sales Invoice (Save Option) - Step 01.png

      • 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
Viewing Sales Invoice
  1. Under Main Menu, Click Sales
    Pro Sales Invoice (Create) - Step 01.png
  2. Under Sales Menu, Select a Sales Invoice that needs to view its Details, click the drop-down button then choose View
    Pro Sales Invoice (View) - Step 02.png

    • Sales Invoice Reference No always starts with "SI"
  3. Under view Invoice, the user has an option to Receive Payment, Edit, Send, Download, Show its entries or Exit the Transaction
    Pro Sales Invoice (View) - Step 03.png

Editing Sales Invoice
  1. Under Main Menu, Click Sales
    Pro Sales Invoice (Create) - Step 01.png
  2. Under Sales Menu, Select a Sales Invoice that needs to update its Details, click the drop-down button then choose Edit
    Pro Sales Invoice (Edit) - Step 02.png

    • Sales Invoice Reference No always starts with "SI"
  3. Update the necessary fields
    Pro Sales Invoice (Edit) - Step 03.png

  4. Click Save
    • User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
      Pro Sales Invoice (Save Option) - Step 01.png
      • 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
Receiving Payments on Sales Invoice
  1. Under Main Menu, Click Sales
    Pro Sales Invoice (Create) - Step 01.png
  2. Under Sales Menu, Select a Sales Invoice that needs to receive its payments, click the drop-down button then choose Receive Payment
    Pro Sales Invoice (Receive Payments) - Step 02.png

  3. Under Receive Payment Menu, fill up the necessary fields and click Save
    Pro Sales Invoice (Receive Payments) - Step 03.png

Cancelling Sales Invoice
  1. Under Main Menu, Click Sales
    Pro Sales Invoice (Create) - Step 01.png
  2. Under Sales Menu, Select a Sales Invoice that needs to cancel, click the drop-down button then choose Cancel
    Pro Sales Invoice (Cancel) - Step 02.png

    • Sales Invoice Reference No always starts with "SI"
  3. Click Yes to proceed in cancelling the Invoice.
    Pro Sales Invoice (Cancel) - Step 03.png

Managing Service Invoice
Creating Service Invoice
  1. Under Main Menu, Click Sales
    Pro Sales Invoice (Create) - Step 01.png
  2. Under Sales Menu, Click Create New Invoice then choose Service Invoice
    Pro Sales Service Invoice (Create) - Step 01.png

  3. Fill up the necessary fields on the Header Part
    Pro Sales Invoice (Create) - Step 03.png
    • Take Note that the Customer field is required for this transaction
    • User can add a Customer under Customer field by clicking the Drop-down arrow then choose Add New Customer
      Pro Sales Invoice (Create Customer) - Step 01.png
      • . Make sure to fill up the required fields in order to create a Customer record
        Pro Sales Invoice (Create Customer) - Step 02.png
  4. Fill up the Item Field
    Pro Sales Invoice (Create) - Step 04.png
    • Take Note that it requires at least one item in order for the transaction to proceed
    • User can add an Item under Item field by clicking the Drop-down arrow then choose Add New Item
      Pro Sales Invoice (Create Item) - Step 01.png
      • Make sure to fill up the required fields in order to create an Item record
        Pro Sales Invoice (Create Item) - Step 02.png
    • User can apply Discount by clicking the Discount field
      Pro Sales Invoice (Applying Discount) - Step 01.png

      • Fill up the necessary fields under Discount Menu then click Save
        Pro Sales Invoice (Applying Discount) - Step 02.png

  5. Click Save
    Pro Service Invoice (Create) - Step 05.png

    • User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
      Pro Sales Invoice (Save Option) - Step 01.png
      • Save - the system will save the Invoice and will redirect the user to Service Module Menu
      • Save and New - the system will save the Invoice and will redirect the user to Create Service 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
Viewing Service Invoice
  1. Under Main Menu, Click Sales
    Pro Sales Invoice (Create) - Step 01.png
  2. Under Sales Menu, Select a Service Invoice that needs to view its Details, click the drop-down button then choose View
    Pro Sales Invoice (View) - Step 02.png
    • Service Invoice Reference No always starts with "SR"
  3. Under view Invoice, the user has an option to Receive Payment, Edit, Send, Download, Show its entries or Exit the Transaction

Pro Service Invoice (View) - Step 03.png

Editing Service Invoice
  1. Under Main Menu, Click Sales
    Pro Sales Invoice (Create) - Step 01.png
  2. Under Sales Menu, Select a Service Invoice that needs to update its Details, click the drop-down button then choose Edit
    Pro Sales Invoice (Edit) - Step 02.png
    • Service Invoice Reference No always starts with "SR"
  3. Update the necessary fields
    Pro Service Invoice (Edit) - Step 03.png

  4. Click Save
    • User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
      Pro Sales Invoice (Save Option) - Step 01.png
      • Save - the system will save the Invoice and will redirect the user to Service Module Menu
      • Save and New - the system will save the Invoice and will redirect the user to Create Service 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
Receiving Payments on Service Invoice
  1. Under Main Menu, Click Sales
    Pro Sales Invoice (Create) - Step 01.png
  2. Under Sales Menu, Select a Sales Invoice that needs to receive its payments, click the drop-down button then choose Receive Payment
    Pro Sales Invoice (Receive Payments) - Step 02.png
  3. Under Receive Payment Menu, fill up the necessary fields and click Save
    Pro Service Invoice (Receive Payments) - Step 03.png

    • Take note that the user has an option to Receive Payment, Edit, Send, Download, Show its entries or Exit the Transaction
Cancelling Sales Invoice
  1. Under Main Menu, Click Sales
    Pro Sales Invoice (Create) - Step 01.png
  2. Under Sales Menu, Select a Service Invoice that needs to cancel, click the drop-down button then choose Cancel
    Pro Sales Invoice (Cancel) - Step 02.png
    • Service Invoice Reference No always starts with "SR"
  3. Click Yes to proceed in cancelling the Invoice.
    Pro Sales Invoice (Cancel) - Step 03.png


Managing Imports and Exports of Sales
Exporting Invoices
  1. Under Main Menu, Click Sales
    Pro Sales Invoice (Create) - Step 01.png
  2. Under Sales Menu, Click Options then choose Export Invoice
    Pro Sales Module (Export) - Step 02.png
    • Take note that the user has an option to use the record filters for precise exporting of records
      Pro Sales Module (Export) - Step 02.1.png


Importing Sales
  1. Under Main Menu, Click Sales
    Pro Sales Invoice (Create) - Step 01.png
  2. Under Sales Menu, Click Options then choose Import Sales
    Pro Sales Module (Import) - Step 02.png
  3. Download the Template in the Link provided
    Pro Sales Module (Import) - Step 03.png

  4. Fill out the Template
    Pro Sales Module (Import) - Step 04.png

  5. Attach the Template then Click Import.
    Pro Sales Module (Import) - Step 05.png


Receiving Payments on Sales Module
  1. Under Main Menu, Click Sales
    Pro Sales Invoice (Create) - Step 01.png
  2. Under Sales Menu, Click Receive Payment
    Pro Sales Module (Receive Payments) - Step 02.png
  3. Fill up the necessary fields and choose the Invoices that needs to be paid.
    Pro Sales Module (Receive Payments) - Step 03.png
  4. Click Save
Categories:
Modules
Sales Sales | Sales and Service Invoice | Receive Payments
Maintenance Customer | Discount Senior and PWD | Items | Price List |Tax
Reports Pro 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 Discount Senior and PWD Job Aids | Sales Journal Job Aids | Sales Relief Job Aids


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