Sales Module

Sales Dashboard

This page displays the overall pictorial representation of data regarding sales, revenues, quotations, customers and list of your top orders.

Go to Sales -> Sales Dashboard

Sales Quotation

To create a new sales quotation,

Go to Sales ->Sales Quotation

• To create a new sales quotation, click on click new button.
• Select customer from the list or you can create a new customer's detail by clicking on the button.
• Select the product from the list.
• The quantity, unit and unit price values mentioned in the product screen will be displayed.
• Net amount including discounts and other charges (if it is given) will be displayed.
• Then click on the submit button.
• You can convert a sales quotation to sales order by clicking on the button.
• All the details of the previous sales quotation will be displayed; you can either view or edit them if needed.
• To view any details of the previous sales quotation, search with its customer name in the search field.

Sales Order

To create a new sales order:

Go to Sales -> Sales Order

• To create a new sales order, click on the create new button.
• Select customer from the list or you can create a new customer by clicking on the button.
• Select the product from the list.
• The quantity, unit and unit price values mentioned in the product screen will be displayed.
• Net amount including discounts and other charges (if it is given) will be displayed.
• Attach documents if provided.
• You can add any payment terms if any, by clicking on the button
• You can confirm the details then click on the submit button.
• You can convert a sales order to sales invoice by clicking on the button.
• All the details of the previous sales order will be displayed; you can either view or edit them if needed.
• To view any details of the previous sales orders, search with its customer name in the search field.

Sales Invoice

To enter an invoice for sold product,

Go to Sales -> Sales Invoice

• To create a new sales invoice, click on Create new button.
• Select customer from the list or you can create a new customer by clicking on the button.
• Current date will be displayed as default date. If the transaction was on any other day, enter the particular date in the field.
• Invoice number will be auto generated.
• Select the product from the list purchased from the particular vendor.
• The quantity, unit and unit price values mentioned in the product screen will be displayed.
• Enter the other fields like VAT charge, discount and round off if any.
• Net amount including discounts and other charges (if it is given) will be displayed.
• You can add any new, payment type if any by clicking on the button.
• You can confirm the details then click on the submit button.
• All the details of the invoices will be displayed; you can either view or edit them if needed.
• To view any details of the previous sales invoices, search with its customer name in the search field.
• Watch Video

Sales Return

If any sales product has been returned,

Go to Sales -> Sales Return

• To create a new sale return, click on create new button.
• Select customer from the list or you can create a new customer by clicking on the button.
• Current date will be displayed as default date. If the transaction was on any other day, enter the particular date in the field.
• Enter the invoice date.
• Enter the product details and quantity to be returned.
• Enter return quantity, to get return amount displayed.
• Click on the submit button.
• All the details of the returns will be displayed; you can either view or edit them if needed.
• To view any details of the previous sales return, search with its customer name in the search field.

Customer Payment

To add an entry when a payment is received,

Go to Sales -> Customer Payment

• To create a new customer payment, click on the create new button.
• Select customer from the list or you can create a new customer by clicking on thebutton.
• Select the pay mode. For payments other than cash provide the banking details as needed.
• If the payment has been done, select the pay checkbox.
• Click on the submit button.
• Then confirmation message customer payment successful will be displayed.
• To enter the advance amount details paid by the customer,
  1. Change to advance payment in payment type field.
  2. Enter the advance amount paid in paid amount field.
  3. Click on the submit button.
  4. This advance amount paid, will be displayed for the other transactions of the customer to make adjustments in the payment.
• All the details of the previous payments will be displayed; you can either view or edit them if needed.
• To view any particular customer's payment details, search with its customer name in the search field.
• Watch Video

Customer Credit Note

To enter the customer credit details:

Go to Sales -> Customer credit note

• To create a new credit note, click on the create new button.
• Select Customer from the list or you can create a new customer by clicking on the button.
• Current date will be displayed as default date. If the transaction was on any other day, enter the particular date in the field.
• Enter the account name of the customer, amount and VAT details.
• Click on the submit button.
• All the details of the previous credit notes will be displayed; you can either view or edit them if needed.
• To view any details of particular customer’s credit note, search with its customer name in the search field.

Customer Debit Note

To enter the customer debit details:

Go to Sales -> Customer debit note

• To create a new debit note, click on the create new button.
• Select Customer from the list or you can create a new customer by clicking on the in button.
• Current date will be displayed as default date. If the transaction was on any other day, enter the particular date in the field.
• Enter the account name of the customer, amount and VAT details.
• Click on the submit button.
• All the details of the previous debit notes will be displayed; you can either view or edit them if needed.
• To view any details of particular customer’s debit note, search with its customer name in the search field.

Customers

To add a customer's details,

Go to Sales -> Customers

• To add a new customer details, click on the create new button.
• Enter the customer’s name and other mandatory fields to proceed.
• Enter the other field entries if needed.
• Click on the submit button
• All the details of the available customers will be displayed; you can either view or edit them if needed.
• To view any particular customer’s details, search with their name in the search field.
• Watch Video

Sales Reports

This module generates reports regarding all the sales details.

Go to Sales -> Sales reports

• You can view the detailed reports by filtering from the required fields.