SALES
1. Customer
1.1. Customer Detail
1
Displays detailed customer information including name, address, code, and other relevant data, etc.2
Audit trail is a record history of changes made to customer and invoice information.3
Provides an overview of invoices associated with the customer, including invoice number, invoice date, and total amount, etc.1.2. New Customer
2. Invoice
2.1. Invoice Detail
2.2. New Invoice
1.0
Select Invoice Type:-
Commercial Invoice: Choose this option if it is a standard business.-
Tax Invoice: Select this option if it involves taxes that need to be factored in or shown separately.2.0
Displays detailed Invoice information including Customer, Invoice Number, Currency and Salesperson, etc.3.0
Item Details Invoice:-
Displays item detailed including item Name, Description, Quantity, Price, Discount and Tax.-
Add More Items: Click the Add button to include more line items as necessary.-
Attachments: If there are any relevant files to include (e.g., contracts, specifications, or product images), upload them under the Attachments section.4.0
Save: You can save the Invoice the creation using the buttons at the bottom right. save have 2 option save and draft and save and approve.3. Import
3.1. View Detail
3.2. Mapping Field
1
Start Row: Specify the initial row containing data in the Excel file.2
Column Order: Define the sequence of columns in the Excel file.3
Default Column Name: View the system's predefined column name.4
Custom Column Name: Modify the system column name (e.g., change "refid" to "Ref ID").5
Data Type: Select the appropriate data type for the column (text, number, date, etc.).6
Default Value: Set a default value for the column (e.g., "Inv-001" for the first row).7
Date Format: Specify the date format as dd/mm/yyyy.8
Required Field: Indicate whether the column is mandatory.9
Column Visibility: Choose whether to display or hide the column.10
Column Reordering: Users can easily rearrange the order of columns by clicking and dragging them to the desired position.3.3. Import
1.0
Download Template: Click the "Template File" button to download apre-formatted Excel template.
2.0
Prepare Data: Enter customer and invoice information into thedownloaded template, ensuring data accuracy and consistency.
3.0
Upload File: Click the "Browse File" button to select the completedExcel file.
4.0
Import: Submit the file for processing.Modified at 2024-11-06 04:16:49