Direct Invoice

An invoice is an official document or bill given to a customer after selling goods or providing services. It clearly shows what was sold, the quantity, price, taxes, total amount to be paid, and the payment terms. It helps both...

Quotation

A Quotation is an official document created by the seller to provide a customer with a price estimate for requested goods or services. It is usually generated at the beginning of the sales process. Once a quotation is accepted, it...

Direct Sales Order

A Sales Order is an official document created by the seller to confirm a customer's purchase request. It is usually generated after a quotation is accepted and before the goods or services are delivered. A sales order includes customer details,...

Direct Delivery

A Direct Sales Delivery (also known as a Delivery Note) is an official document issued to record the physical movement of goods from user inventory to the customer. It serves as proof of dispatch and ensures that stock levels are...

Customer Payment

A Customer Payment is an official document used to record and allocate payments received from customers against outstanding invoices or as advance payments. It ensures that the customer's outstanding balance is accurately reduced and that the company's financial records reflect...

Customer Credit Note and Sales Return

A Sales Credit Note is an official document issued when a customer returns goods or when an adjustment is needed for a previously issued invoice. It serves as a proper record for both the seller and the customer to maintain...

Quotations List

The Quotation List shows all quotations created in the system. From here, you can filter, review, share, edit, print, or manage quotation transactions easily.Filters SectionFilters help you quickly find specific quotations:Reference: Enter the quotation reference number to search for a...

Sales Orders List

The Sales Order List shows all orders created in the system. From here, you can filter, review, share, edit, print, or manage order transactions easily.Filters SectionFilters help you quickly find specific orders.Reference: Enter the order reference number to search for...

Sales Deliveries List

The Sales Delivery List (Inquiry Page) provides a centralized view of all dispatch transactions within the system. This dashboard allows users to monitor fulfillment progress, filter through historical records, and perform quick actions such as invoicing or printing delivery documents.Filters...

Invoices

The Sales Invoice List shows all invoices created in the system. It includes both normal sales invoices and journal entry-based invoices. From here, you can filter, review, share, edit, print, or manage invoice transactions easily.Filters SectionFilters help you quickly find...

Credit Notes List

The Sales Credit Note List displays all credit notes created in the system, including both customer credit notes and journal-entry-based adjustments. This centralized dashboard allows you to filter, review, share, and manage all credit transactions efficiently.Filters SectionFilters help you quickly...

Customer Payments List

The Customer Payment List displays all payment transactions recorded in the system. This view allows users to track collections, manage unallocated funds, and perform administrative actions like editing or voiding payments.Filters SectionFilters allow you to narrow down the payment records...

Allocations

The Allocations List screen is designed to help users manage and apply payments to various invoices efficiently. This view provides a detailed summary of customer payments, bank deposits, and credit notes that have remaining balances, allowing you to settle outstanding...

Sales Types

Sales Types are used to set up different price levels for your products. This is helpful if you want to charge different prices for a regular shop customer (Retail), a bulk buyer (Wholesale), or an online shopper (e-Commerce). You can...

Sales Persons / Salesman

Sales Persons (also known as Salesmen) are the team members who sell products directly to customers or businesses. In this system, each salesperson is connected to a specific user account to track their individual sales, manage cash and bank balances...

Sales Areas

Sales Areas define the geographical locations or market segments where a company sells its products and services. These are often assigned to specific salespeople who are responsible for that territory. By assigning a Sales Area to customers and their branches,...

Sales Groups

Sales Groups help a business split and identify customers who are in similar categories. This "group splitter" allows the user to create different groups and assign them to each customer based on how they are classified. This classification can be...

Sales Order View Transaction

The Sales Order View provides a detailed breakdown of the sales transaction after creation, including the order's  details, customer information, line items, totals, and available actions. It enables users to review the order, track fulfillment status, manage to processes delivery,...

Customer Credit Status

Credit Status is a powerful tool for managing customer transactions and ensuring financial stability. Managing customer credit is crucial for maintaining a healthy business cash flow because not all customers pay on time. Some may have overdue balances that need...

Issue Batch Invoice for Delivery Notes

A Customer Invoice is an official document or bill created after goods have been delivered to a customer. It provides a formal record of the items delivered, the final quantities being billed, prices, taxes, and the total transaction value. It...

Import Sales transaction

The Importing Sales Invoices feature is a powerful tool that allows you to copy and migrate all sales invoice transactions from other accounting software or external platforms directly into the ERP. By using an Excel spreadsheet, you can bulk-upload your...

Sales Quotation View

The Sales Quotation View provides a detailed breakdown of the sales transaction after creation, including the quotation's details, customer information, line items, totals, and available actions. It enables users to review the quotation, track its status, and perform operations like...

Sales Delivery View

The Sales Delivery View provides a detailed breakdown of the dispatch transaction after creation. It includes the dispatch details, customer information, line items, and financial records. This view enables users to review the delivery, track its invoicing status, and perform...

Sales Invoice View

The Sales Invoice View provides a detailed breakdown of the sales transaction after creation, including header details, customer information, line items, totals, and available actions. It enables users to review, manage payments, and perform operations like editing, emailing, or voiding...

View Sales Credit Note

The Customer Credit Note View provides a comprehensive summary of a credit transaction after it has been finalized. It allows users to review the transaction's financial impact, track how the credit has been applied to invoices, and perform essential management...

Customer Payment View

The Customer Payment View provides a detailed summary of a specific payment transaction after it has been recorded. It allows users to review header information, check the customer's current details, and manage how the payment is applied to outstanding invoices.Payment...

Approval

Direct invoices are entries that combine a normal sales invoice with a stock movement, both in and out. You can use direct sales invoices when you want to register sales invoices when you sell straight from your warehouse, or office,...

Quotation to Sales Order

The Deliver Items for a Sales Order screen allows users to convert a Sales Order into a physical Delivery Note. This process marks the transition from a commitment to sell to the actual dispatch of goods, affecting inventory levels and...

Order to Delivery Form

The Deliver Items for a Sales Order screen allows users to convert a Sales Order into a physical Delivery Note. This process marks the transition from a commitment to sell to the actual dispatch of goods, affecting inventory levels and...

Delivery To Invoice

The Issue an Invoice for Delivery Note screen allows users to convert a finalized dispatch record into a formal billing document. This stage finalizes the revenue recognition process, updates the customer's outstanding balance, and generates the relevant accounting entries in...

Invoice to Credit Note

The Credit All or Part of an Invoice screen is used to issue a Credit Note against an existing Sales Invoice. This process is essential for handling sales returns, correcting overbilling, or providing customer discounts after an invoice has been...