SmartPro
Distribution and Sales Representatives Management System

User Guide: Simplified Sales Invoice Screen

2 min read#193

User Guide: Simplified Sales Invoice Screen

1. Top Navigation Bar

At the top of the page, you will find buttons to control the invoice and additional actions:

  • New: to create a new invoice.
  • Save: to save the current invoice.
  • Pay: to complete the payment process.
  • Print: to print the invoice.
  • Return: to return goods.
  • More...: to display additional actions.

2. Category Buttons

Below the top navigation bar, there is a set of buttons to filter products by category:

  • Printer 1, Water, Oil, Tires, Filters, Accessories, Clothing 1, Abayas, etc.

Select the appropriate category to display its related products.

3. Product List

On the right side of the screen, the available products within the selected category will be displayed:

  • Each product is shown with an image, price, name, and description.
  • To add a product to the invoice, click the desired product.

4. Invoice Details

In the middle and left side of the screen, you will find a table containing the invoice details:

  • First column: a button to delete the product from the invoice.
  • Second column: the total price of the product.
  • Third column: the unit price of the product.
  • Fourth column: quantity.
  • Fifth column: product name.

5. Page Controls

At the top of the invoice table, there are controls for page navigation and search:

  • Navigation buttons (forward and backward): to move between different pages.
  • Search button: to search for specific products.

How to Create a Simplified Sales Invoice

  1. Choose a category: click one of the category buttons to display related products.
  2. Add products: click the products you want to add to the invoice. The products will appear in the invoice details table.
  3. Edit quantities and prices: in the invoice details table, you can modify the quantity and price for each product.
  4. Delete a product: if you want to remove a product from the invoice, click the red delete button next to the product.
  5. Save the invoice: after finishing adding products and editing details, click the "Save" button to save the invoice.
  6. Print or Pay: you can print the invoice by clicking the "Print" button or complete the payment by clicking the "Pay" button.

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