https://docs.sarasx.com/ 2026-04-16T20:09:58+00:00 https://docs.sarasx.com/ https://docs.sarasx.com/lib/exe/fetch.php/favicon.ico text/html 2026-01-18T10:38:58+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.sarasx.com/doku.php/erp-manual/cloud/sales/collection?rev=1768732738&do=diff Collection Step 1: Create New Collection * Go to Collection menu * Click on Create new button Step 2: Provide the Collection Detail * In the General tab, click on the Edit button * This will open a popup for providing information * Select the text/html 2026-01-18T10:53:55+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.sarasx.com/doku.php/erp-manual/cloud/sales/credit-note?rev=1768733635&do=diff Create New Credit Note Workflow * Create Credit Note * Approve the Credit Note * System will bring the returned item back in the inventory * Show the status of the return in the Sales entry Step 1: Create New Credit Note * Open the Sales Order for which Credit Note is required. Click on text/html 2026-01-18T11:17:08+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.sarasx.com/doku.php/erp-manual/cloud/sales/dispatch?rev=1768735028&do=diff Create New Dispatch Workflow * Create Dispatch entry * System will validate the dispatch and approve or reject * After dispatch entry is approved, the Sales order document status is updated to Part dispatch started or Full dispatch done * Print the Dispatch detail text/html 2026-01-18T08:36:31+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.sarasx.com/doku.php/erp-manual/cloud/sales/pay?rev=1768725391&do=diff test text/html 2026-01-18T09:13:59+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.sarasx.com/doku.php/erp-manual/cloud/sales/sales-invoice?rev=1768727639&do=diff Create New Sales Invoice Workflow * Create Full Invoice or Deposit Invoice * Print the Invoice Scenario 1: Create Deposit Invoice * Go to Sales order menu * Search for the sales order for which invoice is required * Open the Sales Order text/html 2026-03-02T09:34:23+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.sarasx.com/doku.php/erp-manual/cloud/sales/sales-order-mto-repair-pre-order?rev=1772444063&do=diff Special Sales Order This training document covers the topics related to Made to order, pre-order and repair orders, Note: Steps for Creating the Sales Order remains the same with differences in how the item is added Workflow * Create Sales Order with pre-order item, or mto-item or repair-item text/html 2026-03-11T03:03:33+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.sarasx.com/doku.php/erp-manual/cloud/sales/sales-order?rev=1773198213&do=diff Create New Sales Order Workflow * Create Sales Order * Dispatch Item * Record Payment * Create Invoice Step 1: Create New or Edit existing Order * Create New: Click on Sales Order from the Menu and then click on Create New button * Edit Existing Order