erp-manual:cloud:sales:sales-order
Differences
This shows you the differences between two versions of the page.
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erp-manual:cloud:sales:sales-order [2026/01/18 11:01] Kalpesh Popat |
erp-manual:cloud:sales:sales-order [2026/03/11 03:03] (current) Kalpesh Popat |
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| * **Scan Barcode or QR code** to add item. | * **Scan Barcode or QR code** to add item. | ||
| * Provide the **Item Id** in the box mentioned " | * Provide the **Item Id** in the box mentioned " | ||
| - | * Click **+ button directly**, this will **open search screen** for users to search and select the item to add. | + | * Click **+ button directly**, and select **Add Design**, this will **open search screen** for users to search and select the item to add. |
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| + | ===== Step 4: Add the Delivery charges ===== | ||
| - | ===== Step 4: Order Terms ===== | + | **Add Delivery Service**: In Order item section, There are following option to add delivery costs: |
| + | * Click **+ button**, and select the **Add Delivery** option this will **open search screen** for users to search and select the delivery services. | ||
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| + | **Provide cost details**: After the delivery service is added, you can click on Edit button for that service, system will open a popup, and you can provide the following details: | ||
| + | * Provide Cost | ||
| + | * Select the applicable Tax | ||
| + | * Add Comments as necessary. | ||
| + | |||
| + | After editing is done, click **Confirm** to close the popup. | ||
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| + | |||
| + | ===== Step 5: Order Terms ===== | ||
| **Click edit** in Terms. System will open a popup to edit the information of the terms. following information is required: | **Click edit** in Terms. System will open a popup to edit the information of the terms. following information is required: | ||
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| - | ===== Step 5: Review Summary ===== | + | ===== Step 6: Review Summary ===== |
| Check following details in the summary: | Check following details in the summary: | ||
| Line 76: | Line 89: | ||
| - | ===== Step 6: Save the Document ===== | + | ===== Step 7: Save the Document ===== |
| After all necessary information is provided and reviewed, Click on **Save** at the top of the screen, | After all necessary information is provided and reviewed, Click on **Save** at the top of the screen, | ||
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| - | ===== Step 7: Record Dispatch, Invoice and Collection ===== | + | ===== Step 8: Record Dispatch, Invoice and Collection ===== |
| Following **one click** actions are available at the bottom, after the summary, scroll down and find the section. | Following **one click** actions are available at the bottom, after the summary, scroll down and find the section. | ||
erp-manual/cloud/sales/sales-order.txt · Last modified: 2026/03/11 03:03 by Kalpesh Popat
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