User Guide: Maintenance Invoice Screen

Accessing the Maintenance Invoice Screen - Maintenance System:

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

Adding a New Maintenance Transaction:

General steps:

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

Step-by-step detailed instructions:

1. "New" button:

• Steps:

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

2. "Save" button:

• Steps:

1. After entering the maintenance invoice details, click the "Save" button.
2. The transaction data will be saved in the maintenance system.

3. "Pay" button:

• Steps:

1. Click the Pay button to select the customer payment type (cash - credit - network - cheque - transfer - cash network)
2. You can print the receipt for the paid amount by clicking Print or pressing F6.
3. After completing the transaction, click the close button.

4. "Deliver" button:

After maintenance is completed, click the "Deliver" button to deliver the order to the customer.

5. "Discount" button:

1. Press the Discount button or F10 to specify the discount amount for the customer.
2. Click the close button after entering the discount amount.

6. "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.

7. "Print Receipt" button:

After receiving the "maintenance order", click the Print Receipt button to print the order details, issue, tools, and technician.

8. "Print Barcode" button:

To print a barcode for the customer's device for the "maintenance order", click the Print Barcode button.

9. "Search" button:

To search for a maintenance order invoice, click the "Search" button, then search by customer name, invoice, or mobile number. This button makes it easy to search for maintenance orders.

10. "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.

11. "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.

12. "Additional Options" button:

1. Fill in the required fields (employees - date - bank - cheque number - description - due date - cost center)
2. Mark the options you want to add: - Load data from quotation

1. Specify the insurance amount - discount amount - supply value discount - deductions - total statement value

1. You can view the invoice journal entry by clicking the View Journal Entry button.

Data Display Table:

• This table is used to display item details involved in the maintenance transaction in an organized way, and you can click the device name column to select the required devices for maintenance.

Delete Button in the Table:

• You can use the delete button next to each row in the table to delete the selected device from the maintenance invoice.

Specifications and Data Displayed in the Table:

• The table rows consist of the following columns The following data is included for each item:
• Device Code: displays the device code.
• Device Name: displays the device name.
• Issue: to write the issue in the device.
• Accessories: you can enter a description of the required maintenance.
• Unit: displays the item unit of measure.
• Quantity: you can enter the number of devices to be serviced.
• Unit Price: to enter the maintenance or part 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 appear 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:
• > : go to the next record.
• <: go to the previous record.
• >]: go to the last saved transaction.
• [<: go to the first saved transaction.
• 🔍: search using the transaction number you want to review or view.