User Guide: Gold Sales Return Invoice Screen

User Guide: Gold Sales Return Invoice Screen - Sales System Smart Pro ERP

Accessing the Gold Sales Return Invoice Screen:

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

Adding a New Gold Sales Return Transaction:

General steps:

1. Click "New" to start a new gold sales return 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 gold sales return 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. "Return from Invoice" button:

• Steps:

1. Click the button to return from a known sales invoice.
2. Enter the invoice number to be returned, or some of its items.
3. After completing the process, click the Close button.

4. "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.

5. "Suspend" button:

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

7. "Retrieve Data" button:

• Steps:

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

8. "Additional Options" button:

1. Fill in the required fields (employees - date - description - bank - cheque number - due date - cost center).

. Check the options you want to add

• Import data from quotation

1. 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 included in the gold return transaction 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 gold return 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.
• Quantity: You can enter the quantity to be returned
• Price: Displays the item price.
• Total: Calculated automatically based on quantity and 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 and unit 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