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erp-manual:cloud:transaction:line-item

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Line Items

Overview of Line Items

General Interaction

  • To add line Design or Item(this changes depending upon the configuration) click on Add Item or press (i). When Click on Add Item a popup will open. In which any item is added and confirmed.
  • Click on Add to add the item. Here, Item Id, Item Code, Item name, Item Status, Quantity and Item Details are seen.
  • Item ID is clickable i.e., when it is clicked it will navigate to Item Module and show Item Details.
  • After selecting the Item, confirm the item by clicking on Confirm or Press Ctrl + s.
  • Item Details are seen with its Name, Code and Id. For Adding the Quantity for the item, click on Edit. To remove the item click on Delete.

  • To edit the line items, click on edit and a popup will open. There are 2 types of popup which can be opened: With Cost and Without Cost. The popup will open as per the configuration of that screen.

Without Cost

  • Once the editor of line item is opened, the Item ID is displayed on the top and also its image is displayed.
  • In the editor a user needs to fill the quantity, reference no and description. Quantity is already filled to 1 if a user needs to add more quantity a user can changed it.

With Cost

  • Once the editor of line item is opened, the Item ID is displayed on the top and also its channel is displayed.
  • In the editor a user needs to fill Price Type, Tax field, Quantity, Unit Price, Discount, Reference Number, Description. Unit Price will be filled automatically as a user selects the item.
  • The selling price is automatically calculated based on Unit Price and its discount.

Special Editor for 3 Categories

Their are 3 types of editor: 1) With Cost 2) Without Cost 3) Have a Embedded Search

For Stone : Click Here to know How to Make Stone Line Items For Expense Claim : Click Here to know How to Make Expense Claim Line Items For General Editor : Click Here to know How to Make General Editor Line Items For Design : Click Here to know How to Make Design Line Items

erp-manual/cloud/transaction/line-item.1592403985.txt.gz · Last modified: 2020/06/17 14:26 by krishnad