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erp-manual:cloud:sales:sales-order

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erp-manual:cloud:sales:sales-order [2026/01/17 11:09]
Kalpesh Popat 		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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 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,
  
-Save button needs to be clicked each time changes are made.+You need to **Save each time** any changes are made in the sales document.
  
  
  
-===== Step 7: 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.1768648176.txt.gz · Last modified: 2026/01/17 11:09 by Kalpesh Popat

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