Sales

By Main Accounting

• 7 articles

How to Create a new Customer

1- Navigate to “Sales” in the main menu and click on “Customers.” 2- Click on "New" to start creating a new customer. 3- Fill in the required Customer details · Type: Specify whether the Customer is "Business" or an " Individual." · Customer Name in [English / Arabic]: Enter the Customer name in both languages. · Primary Contact: Provide the first name of the primary contact. · Last Name: Provide the last name of the primary contact. · Customer Email: Enter the customer’s email address. · Customer Contacts: Enter mobile and telephone numbers. · Currency: Select the currency used for transactions with the customer from the added currencies—see how to add currencies. · Place of Supply: Specify the location where goods or services are supplied · Tax Treatment: Select whether the customer is VAT registered from the options—see how to manage VAT. · Tax registration number (TRN): If VAT registered, enter the tax registration number. · Buyer ID: Enter the buyer's identification number. 4- Fill in the address details as follows: · Street: Enter the street name. · Additional Street: Add any additional street description if needed. · Building Number: Enter the building number. · Address Additional Number Include any additional address details. · Country: Select the country. · State: Select the state. · District: Enter the district name. · City: Enter the city name. · Postal Code: Enter the postal code. · Telephone: Enter the telephone number. · Shipping Address: If the shipping address differs from the billing address, uncheck the “Same as billing address” box (highlighted in the figure above) and fill in the shipping details. 5- Fill in the contact person details as follows: To add multiple contact persons, click on “Contacting Person,” then “Add,” and fill in the required data. 6- Fill in the others details as follows: · Trade Account: Select the receivable account associated with the customer from the added accounts—see how to add accounts. · Tax Account: Choose the tax account. · Item Account: Select the revenue account where sales from this customer will be recorded. · Tax Percentage: Specify the tax percentage applied to this customer. · Salesperson: Choose the employee responsible for interacting with the customer from the added employees—see how to add employees 7- Remark: use this field to enter customer-related notes for internal use. 8- Click Save

Last updated on Sep 04, 2024

How to Create a Sales Order

1- From the Main Menu, click on “Sales” and select “Sales Orders”. 2- To begin creating a new sales order, click on "+New" 3- Fill in the Required Details 3.1- Customer Name: Select the customer's name. 3.2- Branch: Choose the branch from which the customer is purchasing. 3.3- Sales Order Number: This is automatically generated as a sequential number. 3.4- Reference: Enter the customer's order reference (e.g., Purchase Order number). 3.5- Sales Order Date: Select the date for the sales order. 3.6- Payment Term: Choose the agreed payment term. 3.7- Expected Shipment Date: Select the planned shipment date. 3.8- Sales Person: Choose the sales representative handling the order. 3.9- Item Rate: Indicate whether item prices include tax (“tax inclusive”) or do not include tax (“tax exclusive”). 3.10- Item Details: Select the item(s), specify quantities, adjust prices if necessary, and select tax. 3.11- Notes: Add any relevant notes pertaining to the sales order. 3.12- Terms and Conditions: Include any terms and conditions. 3.13- Attach File: Upload any related attachments 4- Save the Sales Order You can either save the Sales Order as a draft by clicking "Save as Draft" or save it by clicking "Save."

Last updated on Sep 04, 2024

How to Create a Sales Invoice

1- From the Main Menu, click on “Sales” and select “Invoices”. 2- To begin creating a new sales invoice, click on "+New". 3- Fill in the Required Details - Customer Name: Select the customer's name from the added customer list. See how to add a customer. - Branch: Choose the branch from which the customer is purchasing from the added branches. See how to add a branch. - Invoice Number: This is automatically generated as a sequential number. - Reference: Enter the customer's invoice reference (e.g., Purchase Order number). - Invoice Date: Select the date of the invoice. - Terms: Choose the agreed-upon payment term from the added payment terms. See how to add a payment term. - Due Date: Select the invoice due date. - Salesperson: Choose the sales representative handling the order from the added salespersons. See how to add a salesperson. - Item Rate: Indicate whether item prices include tax (“tax inclusive”) or do not include tax (“tax exclusive”). - Item Details: Select the item(s) from the added items, specify quantities, adjust prices if necessary, and select tax. See how to add an item. - Notes: Add any relevant notes pertaining to the sales invoice. - Terms and Conditions: Include any terms and conditions. - Attach File: Upload any related attachments. - Bank Information: Choose the account that will receive the funds from the added bank accounts. See how to add a bank account. 4- Save the Sales Invoice - You have two options to save the sales invoice: - Save as Draft: Click on “Save as Draft” to save the invoice without sending it. - Save and Send: Click on “Save and Send” to save the invoice and send it to the customer. Alternatively, you can navigate to the sales order you wish to invoice and select "Convert to Invoice." This will redirect you to the sales invoice window, where most of the data will be automatically populated from the sales order information.

Last updated on Sep 04, 2024

How to Create a Proforma Invoice

1- From the Main Menu, click on “Sales” and select “Proforma Invoices”. 2- To begin Creating a New Proforma Invoice, Click on "+New". 3- Fill in the Required Details 3.1- Customer Name: Select the customer's name. 3.2- Branch: Choose the branch from which the customer is expected to purchase. 3.3- Proforma Invoice Number: This is automatically generated as a sequential number. 3.4- Reference: Enter the customer's RFQ reference. 3.5- Proforma Invoice Date: Select the date of the proforma invoice. 3.6- Expiry Date: Select the expiry date of the proforma invoice. 3.7- Sales Person: Choose the sales representative. 3.8- Item Rate: Indicate whether item prices include tax (“tax inclusive”) or do not include tax (“tax exclusive”). 3.9- Item Details: Select the item(s), specify quantities, adjust prices if necessary, and select tax. 3.10- Notes: Add any relevant notes pertaining to the invoice. 3.11- Terms and Conditions: Include any terms and conditions. 3.12- Attach File: Upload any related attachments. 3.13- Bank Information: Choose the account that will receive the funds. 4- Save the Proforma Invoice You can either save the Proforma Invoice as a draft by clicking "Save as Draft" or save it by clicking "Save."

Last updated on Sep 04, 2024

How to create new collection

1- From the Main Menu, Click on Sales and select Collection. 2- To begin creating a new collection, Click on "+New". 3- Fill in the Required Details 3.1- Customer Name: Select the customer’s name from the added customers—see how to add customers. 3.2- Branch: Choose the branch from which the customer has purchased from the added branches—see how to add branches. 3.3- Amount received: Enter the amount collected from the customer. The system will automatically suggest allocating the payment to invoices from eldest to newest. 3.4- Reference: Enter the invoice reference (e.g., sales invoice number). 3.5- Receipt Date: Select the date on which the payment is collected. 3.6- Receipt Number: This will be an auto-generated sequence number (see how to create or modify transaction series). 3.7- Payment mode: Select the payment mode from the added payment methods—see how to add payment methods. 3.8- Account: Choose the account that will track the collection from the added accounts—see how to add accounts. 3.9- Unpaid Invoices: This section lists all open invoices for the selected customer. 3.10- Note: Use this field to write any internal notes. 3.11- Attach file: Use this field to attach any relevant documents (e.g., a picture of a check). 4- Save the collection file.

Last updated on Sep 04, 2024

How to Create Credit Notes

1. Click on Sales and select Credit Notes. 2- To begin creating a New Credit Note, click on "+New". 3- Fill in the Required Details · Customer Name: Select the customer's name. · Branch: Choose the branch from which the customer purchased. · Credit Note Number: This is automatically generated as a sequential number. · Reference: Enter the customer's order reference. · Invoices: Select the invoice that you want to credit (only displaying the chosen customer’s invoices) · Use Invoice Item: check this box if you want the item(s) in the invoice to be populated in the items line. · Credit Note Date: Select the date of the credit note. · Salesperson: Choose the sales representative who handled the order. · Item Rate: Indicate whether item prices include tax (“tax inclusive”) or do not include tax (“tax exclusive”). · Item Details: Select the item(s), specify quantities, adjust prices if necessary, and select tax. · Notes: Add any relevant notes pertaining to the credit note · Terms and Conditions: Include any terms and conditions. 4- Save the Credit Note. You can either save the credit note as a draft by clicking "Save as Draft" or save it by clicking "Save".

Last updated on Sep 04, 2024

How to Add a New Check

1. From the main menu, click on Banking 2. Select Checks. 3. To begin adding a new check, click on "+New". 4. Fill in the Required Details: Document Type: Select the type of check (e.g., Check Deposited). Branch: Choose the branch where the check is being deposited from the added branches—see how to add branches. Date: Enter the date when the check is being recorded. Account: Select the account associated with the check deposit from the added accounts—see how to add accounts. Transaction Number: This will be an auto-generated sequence number (e.g., CKD00054). 5. Select the Checks to be Included: Check Date From/To: Set the date range to filter checks by their issue date. Check Due Date From/To: Set the date range to filter checks by their due date. Customer Name: Filter checks by selecting a specific customer—see how to add customers. Bank: Filter checks by selecting a specific bank—see how to add bank. Status: Set the status of the check (e.g., New). Click on Search 6. Select the Checks to be Included by clicking on the tick sign 7. Click on Save: You can either save the Check as a draft by clicking "Save as Draft" or save it by clicking "Save."

Last updated on Sep 11, 2024