Difference between revisions of "Pro Sales"
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|Reports | |Reports | ||
| − | |[[Pro Sales Journal|Sales Journal]]<nowiki> | </nowiki>[[Pro Sales Relief|Sales Relief]] | + | |[[Pro Sales Report|Sales Report]]<nowiki> | </nowiki>[[Pro Item Tracking|Item Tracking]]<nowiki> | </nowiki>[[Pro Audit Trail|Audit Trail]]<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="" |Reports Aids | | style="" |Reports Aids | ||
| − | | style="" |[[Pro Sales Journal Job Aids|Sales Journal Job Aids]]<nowiki> | </nowiki>[[Pro Sales Relief Job Aids|Sales Relief Job Aids]] | + | | 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 Sales Journal Job Aids|Sales Journal Job Aids]]<nowiki> | </nowiki>[[Pro Sales Relief Job Aids|Sales Relief Job Aids]] |
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Latest revision as of 13:23, 12 August 2021
Contents
Sales
Allows the users to create Sales Invoice and Service Invoice transactions as well as Receiving payments base from transactions.
Requirements before using Sales Module
- The user should setup the following Maintenance Module in order to proceed on using the Sales Module
- For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
Sales Module Menu List
| Field | Description |
|---|---|
| 1.Create New Invoice | Allows the user to create an Invoice Transaction. This can be a
|
| 2.Receive Payment | Allows the user to create a transaction for Paying Invoices. |
| 3.Options | Allows the user to Export or Import the list of Records |
| 4.Record Filter | Allows the user to set a specific filter options for precise searching of records |
| 5.Status Tab | Allows the user to set and filter the records based from its status. It can be
|
Create New Invoice Menu List
Options Menu List
Record Option List
Notes:
- The user can only Edit, Receive Payment and Cancel the transaction if the status is still UNPAID.
- Detailed steps on how to View, Edit and Cancel Invoice records can be found here
Import Sales Menu List
Notes:
The user should setup the following Maintenance Module in order to proceed on using the Sales Module
| Modules | |
|---|---|
| Sales | Sales and Service Invoice | Receive Payments |
| Maintenance | Customer | Items | Price List |Tax |
| Reports | Sales Report | Item Tracking | Audit Trail | 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 | Sales Journal Job Aids | Sales Relief Job Aids |