Documentation

Quotation
Quotation is a request from the customer
Click Sales > Quotation

Click on Create a new Quotation.

*Select the Debtor
*Select the Item Code & Location (if any)
*Key in the UOM, Quantity and the Unit Price of the item.
*Click on Save & Preview.

*Select the report format > Press Ok.

Sample Report of Quotation attached below:

Sales Order
Sales order is a process of order from the customer.
Step: Click on Sales > Sales Order

Click on Create a new Sales Order.

*Select Debtor
*Click on Transfer Document > transfer from Quotation.

*Select the Item that wants transfer from Quotation > Press OK

*Click on Save and Preview.

*Select the Report Type > Press Ok.

Report of Sales Order

Delivery Order
Delivery order is a process of delivery item to the customer.
Click on Sales > Delivery Order

Click on Create a new Delivery Order.

*Select the Debtor
*Click on 'Transfer Document' to transfer from Sales Order.

*Select the item that wants to transfer from Sales Order > Press OK.

*Click on Save & Preview.

*Select the report format > Click OK.

Report of Delivery Order

Invoice
Invoice is a bill or commercial document from the seller which are showing the payment amount and the quantity of item.
*Click on Sales > Invoice

Click on Create a new Invoice.

*Select the Debtor.
*Click on 'Transfer Document' to transfer the document from the Delivery Order.

*Select the Item that want to transfer from the delivery order > Press OK.

*Click on Save & Preview.

*Select the report format > Press Ok.

Report of Invoice

Credit Note

A credit note is a document sent by a seller to its buyer or, in other words, a vendor to the customer, notifying that a credit has been provided to their account against the goods returned by the buyer.
Step: Click on Sales > Credit Note

*Click on Create a new Credit Note.

*Select the Debtor.
*Click on transfer document to transfer the document from invoice.

*Select the item that wants to transfer from Sales invoice > Press OK.

*Click on Save & Preview.

*Select the report format > Press Ok.

Report of Credit Note

Notes:
After User save the Sales Credit Note entry that transfer from Sales Invoice,
the system will automatically add back the quantity of the item return and Knock off A/R Credit Note at the same time.
Besides, It will auto-link to the A/R > A/R Credit Note Entry.

A/R Credit Note Entry
A/R Credit Note Entry is record the amount of return which have done from the Delivery return.
Click A/R > A/R Credit Note Entry

*Select the credit note and click View.

*A/R Credit Note will be Knockoff immediately if user transfer item from Sales Invoice.

*Select the report format > Press OK.

Report of A/R Credit Note

A/R Receive Payment
A/R Receive Payment is a process of receive the payment from the customer.
Click on A/R > A/R Receive Payment

Click on Create a new A/R Payment.

*Select the Debtor.
*Key in the Payment amount and click on Save & Preview.

*Select Creditor
*Click + to select Payment method > Key in Payment amount that you received from your debtor.
*Tick the invoice that you want to Knockoff
*Click on Save and Preview.

*Select the report format > Press Ok.

Report of A/P Receive

Stock Card Report
Click Stock > Stock Card Report

*Select the Stock item > Click on Inquiry.

We can view the Stock Item In & Out, Stock Return and details from your Stock card report.