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Difference between revisions of "Oojeema Pro Sales Job Aids"
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======Creating Sales Invoice====== | ======Creating Sales Invoice====== | ||
| − | #Under Main Menu, Click '''Sales''' | + | #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 | + | #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 | + | #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 | #*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''' | + | #*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 | + | #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 | #*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 | + | #*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 | + | #**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 | + | #*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 | + | #**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 | + | #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 | + | #*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 - 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 New - the system will save the Invoice and will redirect the user to Create Sales Invoice Menu | ||
| Line 26: | Line 26: | ||
======Viewing Sales Invoice====== | ======Viewing Sales Invoice====== | ||
| − | #Under Main Menu, Click 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 view its Details, click the drop-down button then choose '''View''' | + | #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" | #*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 | + | #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 /> |
======Editing Sales Invoice====== | ======Editing Sales Invoice====== | ||
| − | #Under Main Menu, Click 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 update its Details, click the drop-down button then choose '''Edit''' | + | #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" | #*Sales Invoice Reference No always starts with "SI" | ||
| − | #Update the necessary fields | + | #Update the necessary fields[[File:Pro Sales Invoice (Edit) - Step 03.png|center|950x950px]]<br /> |
#Click Save | #Click Save | ||
| − | #*User has an option on how the Invoice will be save. Below are the following options on saving an Invoice | + | #*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 - 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 New - the system will save the Invoice and will redirect the user to Create Sales Invoice Menu | ||
| Line 46: | Line 46: | ||
======Receiving Payments on Sales Invoice====== | ======Receiving Payments on Sales Invoice====== | ||
| − | #Under Main Menu, Click 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 receive its payments, click the drop-down button then choose '''Receive Payment''' | + | #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 | + | #Under Receive Payment Menu, fill up the necessary fields and click Save[[File:Pro Sales Invoice (Receive Payments) - Step 03.png|center|950x950px]]<br /> |
| − | |||
| − | |||
======Cancelling Sales Invoice====== | ======Cancelling Sales Invoice====== | ||
| − | #Under Main Menu, Click 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''' | + | #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" | #*Sales Invoice Reference No always starts with "SI" | ||
| − | # Click Yes to proceed in cancelling the Invoice. | + | #Click Yes to proceed in cancelling the Invoice.[[File:Pro Sales Invoice (Cancel) - Step 03.png|center|283x283px]]<br /> |
| − | |||
=====Managing Service Invoice===== | =====Managing Service Invoice===== | ||
======Creating Service Invoice====== | ======Creating Service Invoice====== | ||
| − | #Under Main Menu, Click '''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 Create New Invoice then choose Service Invoice | + | #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 | + | #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 | #*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''' | + | #*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 | + | #**. 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 | + | #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 | #*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 | + | #*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 | + | #**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 | + | #*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 | + | #**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 | + | #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 | + | #*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 | + | #**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 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 Preview - the system will save the Invoice and will redirect the user on viewing the Invoice. | ||
| Line 85: | Line 82: | ||
======Viewing Service Invoice====== | ======Viewing Service Invoice====== | ||
| − | #Under Main Menu, Click 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 Service Invoice that needs to view its Details, click the drop-down button then choose View | + | #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" | #*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 | + | #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====== | ======Editing Service Invoice====== | ||
| − | #Under Main Menu, Click 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 Service Invoice that needs to update its Details, click the drop-down button then choose '''Edit''' | + | #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" | #*Service Invoice Reference No always starts with "SR" | ||
| − | #Update the necessary fields | + | #Update the necessary fields[[File:Pro Service Invoice (Edit) - Step 03.png|center|thumb|950x950px]]<br /> |
#Click Save | #Click Save | ||
| − | #*User has an option on how the Invoice will be save. Below are the following options on saving an Invoice | + | #*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 | + | #**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 | + | #**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 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 | #**Save and Pay - the system will save the Invoice and will redirect the user on Receive Payments Menu | ||
| Line 106: | Line 103: | ||
======Receiving Payments on Service Invoice====== | ======Receiving Payments on Service Invoice====== | ||
| − | #Under Main Menu, Click 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 receive its payments, click the drop-down button then choose '''Receive Payment''' | + | #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 | + | #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 | #*Take note that the user has an option to Receive Payment, Edit, Send, Download, Show its entries or Exit the Transaction | ||
======Cancelling Sales Invoice====== | ======Cancelling Sales Invoice====== | ||
| − | #Under Main Menu, Click 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 Service Invoice that needs to cancel, click the drop-down button then choose '''Cancel''' | + | #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" | #*Service Invoice Reference No always starts with "SR" | ||
| − | # Click Yes to proceed in cancelling the Invoice. | + | #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 /> | <br /> | ||
| Line 123: | Line 120: | ||
======Exporting Invoices====== | ======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====== | ======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]] | ||
=====Receiving Payments on Sales Module===== | =====Receiving Payments on Sales Module===== | ||
<br /> | <br /> | ||
Revision as of 14:52, 17 June 2021
Contents
Sales Module Job Aids
Managing Sales Invoice
Creating Sales Invoice
- Under Main Menu, Click Sales
- Under Sales Menu, Click Create New Invoice then choose Sales Invoice
- Fill up the necessary fields on the Header Part
- 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
- Make sure to fill up the required fields in order to create a Customer record
- Make sure to fill up the required fields in order to create a Customer record
- Fill up the Item Field
- 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
- Make sure to fill up the required fields in order to create an Item record
- Make sure to fill up the required fields in order to create an Item record
- User can apply Discount by clicking the Discount field
- Fill up the necessary fields under Discount Menu
- Fill up the necessary fields under Discount Menu
- Click Save
- 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
- User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
_-_Step_01.png)
_-_Step_02.png)
%20-%20Step%2003.png)
_-_Step_01.png)
_-_Step_02.png)
_-_Step_04.png)
_-_Step_01.png)
_-_Step_02.png)
%20-%20Step%2001.png)
%20-%20Step%2002.png)
_-_Step_05.png)
_-_Step_01.png)
Viewing Sales Invoice
- Under Main Menu, Click Sales
- Under Sales Menu, Select a Sales Invoice that needs to view its Details, click the drop-down button then choose View
- 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
%20-%20Step%2001.png)
_-_Step_02.png)
_-_Step_03.png)
Editing Sales Invoice
- Under Main Menu, Click Sales
- Under Sales Menu, Select a Sales Invoice that needs to update its Details, click the drop-down button then choose Edit
- Sales Invoice Reference No always starts with "SI"
- Update the necessary fields
- Click Save
- 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
- User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
_-_Step_02.png)
_-_Step_03.png)
%20-%20Step%2001.png)
Receiving Payments on Sales Invoice
- Under Main Menu, Click Sales
- Under Sales Menu, Select a Sales Invoice that needs to receive its payments, click the drop-down button then choose Receive Payment
- Under Receive Payment Menu, fill up the necessary fields and click Save
_-_Step_02.png)
_-_Step_03.png)
Cancelling Sales Invoice
- Under Main Menu, Click Sales
- Under Sales Menu, Select a Sales Invoice that needs to cancel, click the drop-down button then choose Cancel
- Sales Invoice Reference No always starts with "SI"
- Click Yes to proceed in cancelling the Invoice.
_-_Step_02.png)
_-_Step_03.png)
Managing Service Invoice
Creating Service Invoice
- Under Main Menu, Click Sales
- Under Sales Menu, Click Create New Invoice then choose Service Invoice
- Fill up the necessary fields on the Header Part
- 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
- . Make sure to fill up the required fields in order to create a Customer record
- . Make sure to fill up the required fields in order to create a Customer record
- Fill up the Item Field
- 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
- Make sure to fill up the required fields in order to create an Item record
- Make sure to fill up the required fields in order to create an Item record
- User can apply Discount by clicking the Discount field
- Fill up the necessary fields under Discount Menu then click Save
- Fill up the necessary fields under Discount Menu then click Save
- Click Save
- 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 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
- User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
_-_Step_01.png)
%20-%20Step%2001.png)
%20-%20Step%2002.png)
%20-%20Step%2004.png)
%20-%20Step%2001.png)
%20-%20Step%2002.png)
_-_Step_01.png)
_-_Step_02.png)
_-_Step_05.png)
Viewing Service Invoice
- Under Main Menu, Click Sales
- Under Sales Menu, Select a Service Invoice that needs to view its Details, click the drop-down button then choose View
- 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
%20-%20Step%2002.png)
_-_Step_03.png)
Editing Service Invoice
- Under Main Menu, Click Sales
- Under Sales Menu, Select a Service Invoice that needs to update its Details, click the drop-down button then choose Edit
- Service Invoice Reference No always starts with "SR"
- Update the necessary fields
- Click Save
- 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 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
- User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
%20-%20Step%2002.png)
_-_Step_03.png)
Receiving Payments on Service Invoice
- Under Main Menu, Click Sales
- Under Sales Menu, Select a Sales Invoice that needs to receive its payments, click the drop-down button then choose Receive Payment
- Under Receive Payment Menu, fill up the necessary fields and click Save
- Take note that the user has an option to Receive Payment, Edit, Send, Download, Show its entries or Exit the Transaction
%20-%20Step%2002.png)
_-_Step_03.png)
Cancelling Sales Invoice
- Under Main Menu, Click Sales
- Under Sales Menu, Select a Service Invoice that needs to cancel, click the drop-down button then choose Cancel
- Service Invoice Reference No always starts with "SR"
- Click Yes to proceed in cancelling the Invoice.
%20-%20Step%2002.png)
%20-%20Step%2003.png)
Managing Imports and Exports of Sales
Exporting Invoices
- Under Main Menu, Click Sales
- Under Sales Menu, Click Options then choose Export Invoice
- Take note that the user has an option to use the record filters for precise exporting of records
- Take note that the user has an option to use the record filters for precise exporting of records
%20-%20Step%2002.png)
_-_Step_02.1.png)
Importing Sales
- Under Main Menu, Click Sales
- Under Sales Menu, Click Options then choose Import Sales
_-_Step_02.png)
Receiving Payments on Sales Module