User Guide: Tablet Sales Invoice Screen

User Guide: Tablet Sales Invoice Screen - Sales System Smart Pro ERP

Accessing the Tablet Sales Invoice Screen:

1. After logging into the system, go to the side menu.
2. Click on "Sales System" in the menu.
3. Select the node "Transactions - Tablet Sales Invoice.

Adding a New Sales Transaction:

General steps:

1. Click "New" to start a new sales invoice transaction.
2. Enter the transaction data in the required input fields.
3. Click "Save" to save the data.

Step-by-step instructions:

1. "New" button:

• Steps:

1. Click the "New" button to start a new sales invoice transaction.
2. The input fields on the screen will be initialized, allowing you to enter the details of the new transaction.
3. Enter the items by typing the item name in the item field.
4. Or by selecting the icons to display the items on the screen - choose the items by clicking the item on the screen.
5. Click "Save" to save the transaction.

2. "Save" button:

• Steps:

1. After entering the transaction details, click the "Save" button.
2. The transaction data will be saved in the Sales System.

3. "Payment" button:

• Steps:

1. Click the Payment button to specify the payment type from the customer (cash - credit - card - cheque - transfer - cash card).
2. You can print the transaction by clicking Print.
3. After completing the transaction, click the Close button.

4. "Discount" button:

1. Press the Discount button to specify the discount amount
2. Click the Close button after completing the transaction.

5. "Print" button:

• Steps:

1. After saving the transaction, display it and click the "Print" button
2. A report containing the transaction details will be printed.

6. "Retrieve Data" button:

• Steps:

1. Click the "Retrieve Data" button.
2. The data of the last sales transaction saved in the system will appear, where you can edit it, cancel it, or undo the action.

8. "Other" button:

1. Fill in the required fields (statement - cost center - cash register - bank - customer)

Press Close to save the transaction and return to the invoice.

Data Display Table:

• This table is used to display the details of the items included in the sales transaction in an organized manner, and you can click the item name column to select the required items.

Delete Button in the Table:

• You can use the delete button available in each row of the table to delete the selected item from the sales invoice.

Specifications and Data Displayed in the Table:

• The table rows consist of the following columns Each item includes the following data:
• Item: displays the item name.
• Quantity: you can enter the quantity to be sold
• Unit Price: to enter the item unit price.
• Total: calculated automatically based on quantity and unit price.

Navigation and Search Keys:

• Use the following keys to navigate and search within the Sales Invoice screen:
• > : move to the next record.
• <: return to the previous record.
• >]: move to the last saved transaction.
• [<: move to the first saved transaction.
• 🔍: search using the transaction number you want to review or view