Sales and Purchase CRM Accounts Payroll

Invoices

User can create all Invoices regarding Sales and Purchase

invoice-menu

Purchase

All invoices regarding Purchase can be created in Invoices-->Purchase

purchace-invoice

How to Create Purchase Order

  • User can create purchase order in Invoices->Purchase->Purchase order
  • Enter Vendor name in Vendor tab.
  • Select Payment term
  • Provide product description, quantity and Unit of measure
  • Select ITC eligibility for the product and the percentage of claim
  • And click on Add button
  • Total amount and ITC on Vat will be auto calculated
  • Press F5 or click Save button on left top to create Purchase order.
crt-pur-order

How to Approve Purchase Order

  • User can Approve Purchase order by Invoices-->Purchase-->Purchase Order – Click on This Month
  • Click View on the purchase order the user need to approve view-approve-order
  • Click Approve button on the left top pur-approve-order

How to Create Purchase Invoice

User can create Purchase invoice by

  • Creating to a Purchase order
  • Creating new invoice

How to Create invoice to a Purchase order

Invoice for the Vendor A's purchase order(Order No- PO-1-4),

  • User can create purchase invoice by Invoices-->Purchase-->Purchase order – Click on This month
  • Find Vendor A (Order No- PO-1-4) Purchase order and click Record Invoice /record-purchase-invoice
  • The information for the respective quotation will be bought in. purchase-order-quatation
  • Changes can be made and press F5 or click on save button in left top to create sales invoice.

How to Create New invoice

  • User can create purchase invoice by Invoice-->Purchase-->Invoice
  • Enter Vendor name in Vendor tab
  • Select payment terms
  • Select Input goods account as purchase
  • Enter product description, quantity and select UOM
  • Select ITC eligibility for the product and the percentage of claim
  • And click on Add button
  • Total amount and ITC on Vat will be auto calculated
  • Press F5 or Click save button on left top to create Purchase invoice.
purchase-new-invoice

How to Create Import invoice

  • User can create import invoice by Invoices-->Purchase-->Import invoice
  • Enter Vendor name in Vendor tab
  • Select payment terms
  • Select Input goods account as purchase
  • Select currency as USD- US dollar, The Exchange rate can be edited by the edit button near rate tab
  • Enter product description quantity and select UOM
  • Select ITC the percentage of claim
  • And click on Add button
  • Total amount and ITC on Vat will be auto calculated
  • Press F5 or Click save button on left top to create Purchase invoice.
purchase-import purchase-import

Recording Goods Receipt Note

Goods Receipt Note can be done to Purchase Invoice, purchase order, Delivery Chalan and Job Card.

How to Record GRN by finding the respective Id

  • User can record GRN by Purchase-->Goods receipt note
  • Enter the purchase Invoice number (Ex: PI-1-3) in P.O Id record-receipt-node
  • It automatically fetch the date from the purchase invoice record-receipt-node
  • Quantity and product details to which the invoice made will be displayed
  • Expiry Date, Lot No, Batch No and Revised no can be recorded
  • Received quantity to be entered in “Rec Qty” and it will affect directly in Inventory
  • If any Quantity is received in free of cost those quantity can be recorded in free.
  • Press F5 or click create button on left top to record GRN.

How to Record immediately after creating Purchase Invoice or Purchase Order

  • After Creating purchase invoice Click on Record GRN in Right Top record-grn
  • It will take to the GRN screen and Goods receipt note can be recorded against that invoice
  • Enter the received Quantity in Rec Qty tab record-grn
  • Press F5 or click create button on left top to record GRN.

How to Record through Purchase invoice Screen

  • User can create GRN in purchase invoice screen by Invoices --> Purchase --> Invoice click This Month below the Invoices
  • The list of Invoices will be displayed, choose the desired invoice to which GRN to be recorded and click on Record GRN invoice-record-grn
  • Enter the received Quantity in Rec Qty tab invoice-record-grn
  • Press F5 or click create button on left top to record GRN.

How to Create Work Order

Create work order for CUSTOMER B for producing 3 Dozen of PRODUCT C,

  • User can create work order by Invoices -> Purchase -> Work Order
  • Enter “CUSTOMER B” in customer name Tab
  • Select the payment term, enter the start date and shipment date of work order,
  • Enter “PRODUCT C” in Product tab, add “3” in Quantity Tab
  • Press F5 or Click Create button on left top to create work order crt-work-order
  • Click on Material receipt details tab and click New to Record Goods received note for goods from Customer material-receipt-details
  • Record GRN

    order-record-grn
  • The material received will be displayed in material receipt details material-receipt
  • Click Material Consumption Details tab and click on New to issue materials for Work order
  • Enter “PRODUCT B” in Product Description tab and enter Quantity as “10”
  • Click on Issue to issue material for Work Order work-issue
  • Materials issued to work order will be displayed in the Material Consumption details screen material-consumption
  • Click on Materials Produced Details tab and click New to Record Materials produced
  • Enter Enter “PRODUCT C” in Product description tab, add “3” in Quantity Tab to record the produced Item
  • Click on Receipt on the top left to receive the materials produced material-receipt
  • Click on Invoice Or Delivery Challan button on the right top to create Invoice or delivery challan to the Work Order delivery-challan-invoice

Create Purchase Return

To Create Purchase Return for Vendor C for 1 Nos of PRODUCT B

  • Go to Invoices -> Purchase -> Purchase Return
  • Enter “Vendor C” in customer name
  • Select Payment Term
  • User can select reason for return and original reference number.
  • Enter Product description as “PRODUCT B” and enter “1” in quantity select “Nos” in UOM and click Add button
  • Total Amount and Quantity will be displayed in the screen
  • Press F5 or click Save button on left top to create Purchase Return.
purchase-return purchase-return

Sales

All documents for sales activities can be created in Invoices--> Sales

sales-dashboard

Create Sales Quotation

To create sales quotation for "Customer A" for 2 Dozen of "Product A"

  • Go to Invoices-> Sales-> Click Sales Quotation.
  • Enter “CUSTOMER A” in customer name tab.
  • Select Payment term
  • Provide product description as “PRODUCT A”
  • Enter “2” in quantity.
  • Select UOM as “Dozen”
  • And click on Add button
  • Total amount and Vat will be auto calculated
  • Press F5 or click Save button on left top to create sales quotation.

Create Purchase Return

To Create Purchase Return for Vendor C for 1 Nos of PRODUCT B

  • Go to Invoices -> Purchase -> Purchase Return
  • Enter “Vendor C” in customer name
  • Select Payment Term
  • User can select reason for return and original reference number.
  • Enter Product description as “PRODUCT B” and enter “1” in quantity select “Nos” in UOM and click Add button
  • Total Amount and Quantity will be displayed in the screen
  • Press F5 or click Save button on left top to create Purchase Return.
sales-purchase-return

How to Create new invoice

To creating sales Invoice for CUSTOMER B for 2 Nos of PRODUCT B

  • Go to Invoices -> sales -> sales invoice
  • Enter “CUSTOMER B” in customer name
  • Select payment terms
  • Enter product description as “PRODUCT B” and enter quantity as “2” ans select UOM as “Nos”, click Add button
  • Total quantity, amount and Vat will be displayed
  • Press F5 or Click Save button on left top to create sales invoice.

How to create sales invoice to sales quotation

To Create sales invoice against sales quotation for Customer A (Quotation No- SQT-1-3):

  • Go to Invoices -> sales -> sales qutotaion – select This month below sales quotation
  • Find CUSTOMER A (Invoice No- SQT-1-3) sales quotation and click Record Invoices sales-quatation
  • The information for the respective quotation will be bought in. sales-quatation sales-quatation

How to Create Sales Invoice

The sales invoice can be created by:

  • Creating to a sales quotation
  • Creating New invoice

How to create sales invoice to sales quotation

To Create sales invoice against sales quotation for Customer A (Quotation No- SQT-1-3):

  • Go to Invoices -> sales -> sales qutotaion – select This month below sales quotation
  • Find CUSTOMER A (Invoice No- SQT-1-3) sales quotation and click Record Invoices sales-invoice sales-invoice

How to Customize Invoice ID Sequence

  • User can customize invoice Id by Clicking on settings button on right top of Invoice Creation Screen
  • Click on invoice sequence.
  • Enter the type of sequence needed
  • Click Update button to change
sales-id-sequence

How to Edit Invoice Format

  • User can change invoice format by clicking on settings button on right top of invoice creation screen
  • Click on invoice format.
  • Select a type of invoice format needed, preview of format will displayed in the screen.
  • Click Confirm button to change
sales-edit-invoice

Creating Bill of Supply

To create Bill of supply for CUSTOMER C for 2 Dozen of PRODUCT B

  • Go to Invoices -> sales -> Bill of supply
  • Enter “CUSTOMER C” in customer name
  • Select Payment Term
  • Enter Product description as “PRODUCT B” and enter “2” in quantity select “Dozen” in UOM and click Add button
  • Total Amount and Quantity will be displayed in the screen
  • Press F5 or click Save button on left top to create Bill of supply.
create-bill-of-supply create-bill-of-supply

Create Sales Return

To Create sales Return for CUSTOMER C for 1 Dozen of PRODUCT B

  • Go to Invoices -> sales -> Sales Return
  • Enter “CUSTOMER C” in customer name
  • Select Payment Term
  • User can select reason for return and original reference number.
  • Enter Product description as “PRODUCT B” and enter “1” in quantity select “Dozen” in UOM and click Add button
  • Total Amount and Quantity will be displayed in the screen
  • Press F5 or click Save button on left top to create Sales Return.
sales-return

Create Delivery Chalan

To Create Delivery Chalan for CUSTOMER B for 1 Dozen of PRODUCT C

  • Go to Invoices -> sales -> Delivery Chalan
  • Enter Consignee Name as “CUSTOMER B”
  • Select Purpose of visit
  • Enter Product description as “PRODUCT C” and enter “1” in quantity select “Dozen” in UOM and click Add butto
  • Total Amount and Quantity will be displayed in the screen
  • Press F5 or click Save button on left top to create Delivery Chalan.
create-delivery-chalan create-delivery-chalan

Create Export Invoice

To creating Export Invoice for CUSTOMER E for 2 Nos of PRODUCT C selling in USD

  • Go to Invoices -> sales -> Export invoice
  • Enter “CUSTOMER E” in customer name
  • Select payment terms
  • Select currency as USD – US dollar, edit exchange rate by clicking edit button in rate.
  • Enter product description as “PRODUCT C” and enter quantity as “2” ans select UOM as “Nos”, click Add button
  • Total quantity, Total amount in local currency and foreign currency will be displayed
  • Press F5 or Click Save button on left top to create Export invoice.
export-invoice export-invoice

Unit Of Measure

User can create Unit of measure in Masters->Masters-> UOM

How to Create Unit of Measure

To create Quantity UOM

  • Go to-> Masters->Masters->Click UOM
  • Press F1 or Click New UOM in right top uom
  • Enter UOM Type As “QUANTITY”

    uom
  • Enter UOM Symbol and UOM Name as “Nos” And conversion Factor as “1” in first Row
  • In second Row Enter UOM symbol and name as “Dozen” and conversion factor as “12”
  • Select First row as Base UOM
  • Press F5 or click Create button on left top to create UOM.

Create Invoice with different UOM

To create Invoice for CUSTOMER A who need PRODUCT B in 2 Dozen and 8 Nos

  • Go to Invoices -> sales -> Invoice
  • Enter “CUSTOMER A” in customer name
  • Select payment terms
  • Enter product description as “PRODUCT B” and enter quantity as “2” ans select UOM as “Dozen”, click Add button then
  • Enter product description as “PRODUCT B” and enter quantity as “8” ans select UOM as “Nos”, click Add button
  • The unit price for both UOM will be Auto Calculated.
  • Total quantity, amount and Vat will be displayed
  • Press F5 or Click Save button on left top to create sales invoice.
different-uom

Currency

User can create currency in Masters->Masters->Currency

How to Create Currency

To Create Australian Dollar:

  • Go to-> Masters -> Masters-> Click Currency
  • Press F1 or click New Button on right top currency
  • Enter Currency Code as “AUD”, Currency name and locale name as “Australian Dollar” and Fractional Unit as “cent”

    currency
  • Press F5 or Click Create button on left top.

How to create Currency Rate

To create Currency Rate for Australian Dollar

  • Go to-> Masters -> Masters-> Click Rate
  • Press F1 or Click New button on left top currency-rate
  • Provide rate type, select Foreign currency as AUD – Australian Dollar and select effective date
  • Provide Buying and selling rate as 0.37 (i.e for 1AED, AUD is 0.37)

    currency-rate
  • Press F5 or click Create button to create exchange rate

How to Create Export invoice in Foreign currency

To create Export Invoice for CUSTOMER E in Australian Currency for 2 Product B in Nos

  • Go to Invoices -> sales -> Export invoice
  • Enter “CUSTOMER E” in customer name
  • Select payment terms
  • Select currency as AUD – Australian dollar, edit exchange rate by clicking edit button in rate.
  • Enter product description as “Product 2” and enter quantity as “2” ans select UOM as Nos”, click Add button
  • Total quantity, Total amount in local currency and foreign currency will be displayed
  • Press F5 or Click Save button on left top to create Export invoice.
export-foreign-invoice export-foreign-invoice

Currency

There are three types of price list:

  • Create Mark down price list for sales
  • Create Mark up price list for sales
  • Create price list by entering individual rate for each items

How to Create Mark down price list

To create drop down price list for sales for 10%

  • Go to -> Inventory -> Product -> Click Price List
  • Press F1 or click New Button on right top price-list
  • Provide Price List Name as “Mark down 10”, select type as Sales, select markup or markdown the item rate by a percentage and select Markdown
  • provide percentage as “10”
  • Press F5 or click create button on left top to create price list

How to Create Mark up price list for sales

  • User can create it by Go to -> Inventory -> Product -> Click Price List
  • Press F1 or click New Button on right top price-list-sales
  • Provide Price List Name as “Mark up 10”, select type as Sales, select markup or markdown the item rate by a percentage and select Markup
  • provide percentage as “10”
  • Press F5 or click create button on left top to create price list

How to Create price list by entering individual rate for each items

  • User can create it by Go to -> Inventory -> Product -> Click Price List
  • Press F1 or click New Button on right top sales-individual-item
  • Provide Price List Name as “Custom Rate”, select type as Sales and select Enter the rate individually for each items
  • Click Add Products Button
  • Select Product category and class and press search button, select the items the user need to price list, click on Add button and click on Done button sales-individual-item
  • Enter the custom rate for each Product sales-individual-item
  • Press F5 or click Create button on left top to create price list

How to Create Sales Invoice with Markdown Price list

To Create sales Invoice for CUSTOMER B for 2 Dozen in PRODUCT B with 10% reduction in price

  • Go to Invoices -> sales -> sales invoice
  • Enter “CUSTOMER B” in customer name
  • Select payment terms
  • Select Price type as “Mark Down 10”
  • Enter product description as “PRODUCT B” and enter quantity as “2” ans select UOM as “Dozen”, click Add button
  • Price of the Product will reduce by 10%
  • Total quantity, amount and Vat will be displayed
  • Press F5 or click Create button on left top to create sales invoice
markdown-price

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