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erp-manual:cloud:sales:sales-order

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erp-manual:cloud:sales:sales-order [2026/01/18 08:19]
Kalpesh Popat [Step 3: Add the items sold] 		erp-manual:cloud:sales:sales-order [2026/03/11 03:03] (current)
Kalpesh Popat
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   * **Create New**: Click on **Sales Order** from the Menu and then click on **Create New** button   * **Create New**: Click on **Sales Order** from the Menu and then click on **Create New** button
   * **Edit Existing Order**: Search for the order that you want and then click on the link to open that sales order   * **Edit Existing Order**: Search for the order that you want and then click on the link to open that sales order
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     * **Billing Name**: This defaults to the customer name, to have a Billing different from customer, select the required billing name.     * **Billing Name**: This defaults to the customer name, to have a Billing different from customer, select the required billing name.
     * **Billing Address**: Select the billing address, if Billing address is different than the one selected.     * **Billing Address**: Select the billing address, if Billing address is different than the one selected.
-    * **Comments**: Any comments that will help make the purchase.+    * **Comments**: Any comments as needed.
  
 After the information that is required is provided, click on the **Confirm** button to close the popup. After the information that is required is provided, click on the **Confirm** button to close the popup.
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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 "Barcode / Id..." and then click the + button to add the item.     * Provide the **Item Id** in the box mentioned "Barcode / Id..." and then click the + button to add the item.
-    * 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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 **Repeat Step 3** for each item to be added in the Order **Repeat Step 3** for each item to be added in the Order
  
 +
 + ===== Step 4: Add the Delivery charges =====
 +
 +**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.
 +
 +
 +**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.
  
  
-===== Step 4: Order Terms =====+===== 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:
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-===== 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: Transaction Actions =====+===== Step 8: Record Dispatch, Invoice and Collection =====
  
-Following one click access is possible directly from the sales screen.+Following **one click** actions are available at the bottom, after the summary, scroll down and find the section.
  
-You can Create the following documents from Transaction Actions: +You can Create the following documents in one click: 
-  - **Deposit Invoice: ** Create Deposit Invoice if payment is pending or partly completed.+  - **Deposit Invoice: ** Create Deposit Invoice if customer is paying an advance.
     * Click on Deposit Invoice. A popup will open.     * Click on Deposit Invoice. A popup will open.
-    * Provide Billing Name, Billing Address, Amount of the Invoice, Ref No (if required) and Ref Date (if required)+    * Provide Billing Name, Billing Address, Amount paid, Ref No (if required) and Ref Date (if required)
     * Click on Confirm to Create Deposit Invoice.     * Click on Confirm to Create Deposit Invoice.
-  - **Full Invoice: ** Create Full Invoice when payment is completed.+  - **Full Invoice: ** Create Full Invoice if full payment is done and all items are dispatched.
     * Click on Full Invoice. A popup will open.     * Click on Full Invoice. A popup will open.
     * Provide Billing Name, Billing Address, Ref No (if required) and Ref Date (if required)     * Provide Billing Name, Billing Address, Ref No (if required) and Ref Date (if required)
     * Click on Confirm to Create Full Invoice.     * Click on Confirm to Create Full Invoice.
-  - **Dispatch: ** Create Dispatch.+  - **Dispatch: ** Create one click Dispatch to dispatch all items given in the sales order.
     * Click on Dispatch. A popup will open.     * Click on Dispatch. A popup will open.
     * Provide Billing Name, Billing Address, Ref No (if required) and Ref Date (if required)     * Provide Billing Name, Billing Address, Ref No (if required) and Ref Date (if required)
     * Click on Confirm to Create Dispatch.     * Click on Confirm to Create Dispatch.
-  - **Payment: ** Create Payment document. Payment can be created in parts+    * **Note**: It is possible the system may reject the dispatch if the items are not in the correct location 
 +  - **Payment: ** Record the Payments being made by the customer in part or full
     * Click on Payment. A popup will open.     * Click on Payment. A popup will open.
     * Provide Currency, Exchange Rate, Amount, Comments     * Provide Currency, Exchange Rate, Amount, Comments
     * Click on Confirm to Create Payment.     * Click on Confirm to Create Payment.
 +    * Repeat this step for each part payment. eg: If customer is paying in 2 parts - some amount is in **cash** and some amount is in **credit card**: then click this button twice to record both payment separately
  
  
  
erp-manual/cloud/sales/sales-order.1768724386.txt.gz · Last modified: 2026/01/18 08:19 by Kalpesh Popat

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