User Guide: Sales Invoice (Gold Sales)

User Guide: Sales Invoice (Gold Sales) - Sales System Smart Pro ERP

Accessing the Sales Invoice Screen (Gold Sales) - General Sales:

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

Adding a New Sales Transaction:

General steps:

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

Step-by-step detailed steps:

1. "New" button:

• Steps:

1. Click the "New" button to start creating a new sales invoice.
2. The input fields on the screen will be initialized, where you can enter the details of the new process.
3. Enter the required information in the specified input fields (number - branch - warehouse - payment method - customer - print template).
4. Click "Save" to save the process.

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, view it and click the "Print" button or F6.
2. A report containing the transaction details will be printed.

4. "Suspend" button:

• After completing the process and before saving, you can suspend the invoice by clicking the Suspend button.

6. "Export to Excel" button:

• Steps:

1. After viewing the transaction, click the "Export to Excel" button.
2. The transaction data will be saved in an Excel file that can be opened and used outside the system.

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, and you can edit it, cancel it, or undo the action.

8. "Additional Options" button:

1. Enter the required information in the specified input fields (employees - date - bank - cheque number - description - due date - cost center)
2. Check the options you want to add - Import data from quotation
3. You can view the invoice journal entry by clicking the View Journal Entry button

Data Display Table:

• This table is used to display the details of the items sold in an organized manner.

Delete Button in the Table:

• You can use the delete button located on each row in 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

It includes the following data for each item:

• Item Code: Displays the item code.
• Item Details: Displays the item name.
• Karat: Displays the item's karat type.
• Quantity: You can enter the quantity to be sold
• Gram Price: Enter the item's gram price.
• Total: Calculated automatically based on quantity and gram price.

Adding and Editing Items in the Table:

• - Select the required item from the dropdown list.
• After selecting the item, it will be displayed in the table with its data.
• You can modify the quantity, karat, and gram price as needed.
• You can also use the delete button on 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