User Tools
erp-manual:cloud:sales:sales-order
Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
|
erp-manual:cloud:sales:sales-order [2024/04/06 06:08] Varun Nagrecha |
erp-manual:cloud:sales:sales-order [2024/04/27 10:38] (current) Varun Nagrecha |
||
|---|---|---|---|
| Line 1: | Line 1: | ||
| | | ||
| - | ===== Start ===== | + | ===== Start ====== |
| * Click on Sales Order Menu and then click on Create New button | * Click on Sales Order Menu and then click on Create New button | ||
| Line 17: | Line 17: | ||
| ===== Header ===== | ===== Header ===== | ||
| + | |||
| + | {{popup> | ||
| **Step 1:** Click edit Header. System will open a popup to edit the information of the header. following information is required: | **Step 1:** Click edit Header. System will open a popup to edit the information of the header. following information is required: | ||
| Line 24: | Line 26: | ||
| * **Required by Date**: Specify the date by when the items are required, this will help purchase department to make priority to complete your purchase | * **Required by Date**: Specify the date by when the items are required, this will help purchase department to make priority to complete your purchase | ||
| * **Order Incharge** or **Requested by**: This is the person who wants the item, by default system will set the name of the person creating the sales order. | * **Order Incharge** or **Requested by**: This is the person who wants the item, by default system will set the name of the person creating the sales order. | ||
| + | * **Billing Name**: Select the billing person, if Billing name is different than the one selected. | ||
| + | * **Billing Address**: Select the billing address, if Billing address is different than the one selected. | ||
| * **Delivery Name**: Select the delivery person, if Delivery Name is different than Billing Name | * **Delivery Name**: Select the delivery person, if Delivery Name is different than Billing Name | ||
| * **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 40: | 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 46: | 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 " | ||
| Line 69: | Line 77: | ||
| * 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. | ||
| + | |||
| + | {{popup> | ||
| Line 77: | 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 90: | 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 102: | 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/sales-order.1712383711.txt.gz · Last modified: 2024/04/06 06:08 by Varun Nagrecha
Page Tools
Except where otherwise noted, content on this wiki is licensed under the following license: CC Attribution-Noncommercial 4.0 International
This site is Hosted & Managed By: SARAS ennovations
