Sales and Purchase CRM Accounts Payroll

Invoices

User can create all Invoices regarding Sales and Purchase

sales-invoice-menu

Sales

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

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-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

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