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erp-manual:cloud:sales:dispatch
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This shows you the differences between two versions of the page.
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erp-manual:cloud:sales:dispatch [2024/04/06 05:45] Varun Nagrecha |
erp-manual:cloud:sales:dispatch [2024/04/27 06:09] (current) Varun Nagrecha |
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| ===== Header ===== | ===== Header ===== | ||
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| + | {{popup> | ||
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| Header Details are automatically added from Sales Order. You can edit them as required. | Header Details are automatically added from Sales Order. You can edit them as required. | ||
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| * **Delivery Address**: Select the delivery address, if Delivery Address is different than Billing Address | * **Delivery Address**: Select the delivery address, if Delivery Address is different than Billing Address | ||
| * **Comments**: | * **Comments**: | ||
| + | |||
| + | {{popup> | ||
| **Step 2**: After the information that is required is keyed in, click on the Confirm button to close the popup. | **Step 2**: After the information that is required is keyed in, click on the Confirm button to close the popup. | ||
| Line 41: | Line 46: | ||
| * Click **+ button directly**, this will **open search screen** for users to search and select the item to add. | * Click **+ button directly**, this will **open search screen** for users to search and select the item to add. | ||
| + | {{popup> | ||
| **Step 2:** Provide item details: After the item is added, you can click on Edit button for that item, system will open a popup, and users can provide the following details: | **Step 2:** Provide item details: After the item is added, you can click on Edit button for that item, system will open a popup, and users can provide the following details: | ||
| Line 47: | Line 52: | ||
| * Comments, Reference Code, etc. | * Comments, Reference Code, etc. | ||
| * After editing is done, click **Confirm** to close the popup. | * After editing is done, click **Confirm** to close the popup. | ||
| + | |||
| + | {{popup> | ||
| **Step 3:** Provide Cost Breakup. Click on Action button " | **Step 3:** Provide Cost Breakup. Click on Action button " | ||
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| * Payment date, Credit Days, Payment Terms and Mode of Payment | * Payment date, Credit Days, Payment Terms and Mode of Payment | ||
| * After editing is done, click **Confirm** to close the popup. | * After editing is done, click **Confirm** to close the popup. | ||
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| + | {{popup> | ||
| Line 78: | Line 87: | ||
| * Transaction References: Document ID, Document Code, Document Date, Currency, Budget Used, any other Reference Document that this transaction refers to | * Transaction References: Document ID, Document Code, Document Date, Currency, Budget Used, any other Reference Document that this transaction refers to | ||
| * Status of the document | * Status of the document | ||
| + | |||
| + | {{popup> | ||
| ===== Save the Document ===== | ===== Save the Document ===== | ||
| Line 91: | Line 102: | ||
| Users can select the file to attach or drag and drop the file on the popup | Users can select the file to attach or drag and drop the file on the popup | ||
| + | |||
| + | {{popup> | ||
| **Step 2:** Click confirm to close the popup | **Step 2:** Click confirm to close the popup | ||
| Line 103: | Line 116: | ||
| To add comment click on Add button and provide the comment in the popup. | To add comment click on Add button and provide the comment in the popup. | ||
| + | |||
| + | {{popup> | ||
| Note: User can edit only their own comment, eg: User A cannot change comment of User B | Note: User can edit only their own comment, eg: User A cannot change comment of User B | ||
erp-manual/cloud/sales/dispatch.1712382319.txt.gz · Last modified: 2024/04/06 05:45 by Varun Nagrecha
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