User Guide: Sales Offers Screen

User Guide: Sales Offers Screen - Sales System Smart Pro ERP

Accessing the Sales Offer 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 - Sales Offers".

Adding a New Sales Offer Transaction:

General steps:

1. Click "New" to start a new sales offer 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 offer transaction.
2. The input fields on the screen will be initialized, allowing you to enter the details of the new transaction.
3. Enter the required information in the mentioned input fields (number - branch - warehouse - customer - payment method - offer start date - offer end date).
4. 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. "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.

4. "Delete" button:

• Press the Delete button to delete the invoice transaction completely.

5. "Item Search" button:

• Steps:

1. Click the "Search Items" button or press F12 on the keyboard and enter the search information to find the required items.

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.

7. "Additional Options" button:

1. Fill in the required fields (discount amount - statement - reference)

Data Display Table:

• This table is used to display the details of the items included in the sales offers 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 Code: displays the item code.
• Item Name: displays the item name.
• Unit: displays the unit of measure for the item.
• 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.

Adding and Editing Items in the Table:

• Select the required item from the drop-down list.
• After selecting the item, it will be displayed in the table with its data.
• You can edit the quantity and unit price as needed.
• You can also use the delete button in each row to remove the item from the transaction.

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