Oojeema Pro Sales Job Aids

Sales Module Job Aids

Managing Sales Invoice

Creating Sales Invoice

1. Under Main Menu, Click Sales
2. Under Sales Menu, Click Create New Invoice then choose Sales Invoice
3. 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
4. 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
   • User can apply Discount by clicking the Discount field
     • Fill up the necessary fields under Discount Menu
5. Click Save