• Create Sales Order
• Dispatch Item
• Record Payment
• Create Invoice

• 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

Click Edit Header. System will open a popup to edit the information of the header. Following information is required:

• Customer Name: Select an existing customer or Click + to add new customer.
• Currency: Provide the currency of the sale, by default system will show local currency
• Order Date: The date of sale,
• Channel: Select the appropriate sales channel,
• 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.
• Comments: Any comments that will help make the purchase.

After the information that is required is provided, click on the Confirm button to close the popup.

Add item: In Order item section, There are following option to add new item:

• Scan Barcode or QR code to add item.
• Provide the Item Id in the box mentioned “Barcode / Id…” and then click the + button to add the item.
• Click + button directly, this will open search screen for users to search and select the item to add.

Provide item details: After the item is added, you can click on Edit button for that item, system will open a popup, and you can provide the following details:

• Provide Quantity
• Provide Discount detail
• Select the applicable Tax
• Add Comments as necessary.

After editing is done, click Confirm to close the popup.

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.
• Repeat the above step for each additional cost
• After cost is provided, click Confirm to close the popup

Repeat Step 3 for each item to be added in the Order

Click edit in Terms. System will open a popup to edit the information of the terms. following information is required:

• Payment date
• Credit Days
• Payment Terms
• Mode of Payment

After editing is done, click Confirm to close the popup.

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.

After all necessary information is provided and reviewed, Click on Save at the top of the screen,

You need to Save each time any changes are made in the sales document.

Following one click access is possible directly from the sales screen.

You can Create the following documents from Transaction Actions:

1. Deposit Invoice: Create Deposit Invoice if payment is pending or partly completed.
   • 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)
   • Click on Confirm to Create Deposit Invoice.
2. Full Invoice: Create Full Invoice when payment is completed.
   • Click on Full Invoice. A popup will open.
   • Provide Billing Name, Billing Address, Ref No (if required) and Ref Date (if required)
   • Click on Confirm to Create Full Invoice.
3. Dispatch: Create Dispatch.
   • Click on Dispatch. A popup will open.
   • Provide Billing Name, Billing Address, Ref No (if required) and Ref Date (if required)
   • Click on Confirm to Create Dispatch.
4. Payment: Create Payment document. Payment can be created in parts
   • Click on Payment. A popup will open.
   • Provide Currency, Exchange Rate, Amount, Comments
   • Click on Confirm to Create Payment.