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erp-manual:cloud:sales:sales-order

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erp-manual:cloud:sales:sales-order [2026/01/17 10:38]
Kalpesh Popat [Payment Terms] 		erp-manual:cloud:sales:sales-order [2026/01/18 11:01] (current)
Kalpesh Popat
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   * Create Invoice   * Create Invoice
  
- ===== Step 1: Create New ====== + ===== Step 1: Create New or Edit existing Order ====== 
-  * 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 
  
  ===== Step 2: Who is the Customer =====  ===== Step 2: Who is the Customer =====
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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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-**Provide Cost Breakup**. Click on Action button "..." to open menu specific to the item and select the option "Cost Breakup", a popup will open to provide cost breakup, **this is required only if there is a partner to whom you pay commission**, provide the following details:+**Provide Cost Breakup**. This is required only if there is a partner to whom you pay commission 
 + 
 +Click on Action button "..." to open menu specific to the item and select the option "Cost Breakup", a popup will open to provide cost breakup, provide the following details:
     * Click Add Record to add Cost, specify Purpose, Cost amount, comment.     * Click Add Record to add Cost, specify Purpose, Cost amount, comment.
     * Repeat the above step for each additional cost     * Repeat the above step for each additional cost
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-===== Summary ===== +===== Step 5: Review Summary =====
- +
-This section will show the following key information +
-  * Values: Total value of the transaction, including tax, discount, total payable +
-  * Transaction References: Document ID, Document Code, Document Date, Currency, Budget Used, any other Reference Document that this transaction refers to +
-  * Status of the document +
- +
-{{popup>erp-manual:cloud:sales:sosummary.png?400}} +
- +
-===== Save the Document ===== +
-After all changes are done, it is necessary to Save the Document, by clicking the button "Save Document", If this is new Document, system will assign the Document ID and Code after it is saved for the first time. +
- +
- +
-===== Attachments ===== +
- +
-Note: Attachments can be added only after document is saved. +
- +
-**Step 1:**  +
-After the document is saved, click on Add button in the Attachment section. This will open a popup for file selection. +
- +
-Users can select the file to attach or drag and drop the file on the popup +
- +
-{{popup>erp-manual:cloud:attachment.png?300}} +
- +
-**Step 2:** Click confirm to close the popup +
- +
-Note: At a time only one attachment can be uploaded. +
- +
  
-===== Comments =====+Check following details in the summary: 
 +  * **Order Total**: Review the value of the transaction, including tax, discount, total payable 
 +  * **Document details**: Code, Date, currency and the status of the document 
 +  * **Document status** is updated, according to the quantity ordered vs quantity dispatched: It can be Order accepted, Part dispatched, or full dispatch done 
 +  * **Finance status** will show 3 levels of Status according to the payment received from the customer: Pending, Part settled or full settled.
  
-Note: Comments can be added at any time, even if the document status is pending or closed. 
  
-To add comment click on Add button and provide the comment in the popup.+===== Step 6: Save the Document ===== 
 +After all necessary information is provided and reviewed, Click on **Save** at the top of the screen,
  
-{{popup>erp-manual:cloud:comments.png?300}}+You need to **Save each time** any changes are made in the sales document.
  
-Note: User can edit only their own comment, eg: User A cannot change comment of User B 
  
  
-===== Transaction Actions =====+===== Step 7: Record Dispatch, Invoice and Collection =====
  
-Have quick access to create transaction documents directly from Sales Order screen. Transaction Actions section is located below the Summary section.+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.
-  - **Delivery: ** 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.1768646322.txt.gz · Last modified: 2026/01/17 10:38 by Kalpesh Popat

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