Sale

Index

• Mandatory Fields
• Optional Fields                                                 
• Customization
• Use Cases
• Import
• Export
• Permission

Mandatory Fields

To Create a Sale  Transaction following fields are compulsory

Optional Fields

To Create a Sale Transaction following  field are optional

Customization

 Create a Transaction

1.  Navigate to Transaction Menu , Inventory and Sale.
2. Fill in the Mandatory Fields and Save .

 Edit a Transaction

A Sale transaction can be edited in three ways

Ledger Report

1. Open the Ledger Report of the Party  to whom the Sale was made .
2. Filter the Date and click on Search.
3. Select the Entry go to the extreme right of the screen and click on the options menu and select Voucher edit or press Enter on the entry to be edited.
4. After editing the data click on Submit to Save the changes.

Day Book

1. Navigate to Day Book Report.
2. Filter the data by either Voucher Date/Date of Creation
3. Select the Entry go to the extreme right of the screen and click on the options menu and select Voucher edit or press Enter on the entry to be edited.
4. After editing the data click on Submit to Save the changes.

 Purchase Sale Register

1. Navigate to the Purchase Sale Register.
2. Select Voucher Wise and filter the voucher type to Sale.
3. Search the Party from whom the sale was made.
4. Filter the date for the Search and click on Search.
5. Select the Entry go to the extreme right of the screen and click on the options menu and select  Edit or press Enter on the entry to be edited.
6. After editing the data click on Submit to Save the changes.

 Delete a Transaction 

A Sale transaction can be deleted in two ways

Ledger Report

1. Open the Ledger Report of the Party  to whom the Sale was made .
2. Filter the Date and click on Search.
3. Select the Entry go to the extreme right of the screen and click on the options menu and select Edit or press Enter on the entry to be deleted.
4. Once the entry opens click Ctr +Del.
5. Click on OK to delete the entry .

Day Book

1. Navigate to Day Book Report.
2. Filter the data by either Voucher Date/Date of Creation
3. Select the Entry go to the extreme right of the screen and click on the options menu.to be deleted or press Enter on the entry to be deleted.
4. Once the entry opens click Ctr +Del.
5. Click on OK to delete the entry .

 Search/View a Transaction 

A Sale transaction can be viewed in three ways

Ledger Report

1. Open the Ledger Report of the Party  to whom the Sale was made .
2. Filter the Date and click on Search.
3. Select the Entry and press V  or press Enter on the entry to be viewed.

Day Book

1. Navigate to Day Book Report.
2. Filter the data by either Voucher Date/Date of Creation.
3. Select the Entry and press V  or press Enter on the entry to be viewed.

Purchase Sale Register

1. Navigate to the Purchase Sale Register.
2. Select Voucher Wise and filter the voucher type to Sale.
3. Search the Party to whom the Sale was made.
4. Filter the date for the Search and click on Search.
5. Select the Entry and press V  or press Enter on the entry to be viewed.

Use Cases 

Sold 5 pieces Motor component for Rs.23450/- each

General

• Select the voucher type as Sale.
• Filter the Date.
• Select the Tax type (optional).
• Select the Preparation (optional).
• Select the Sale Ledger as Sale (Motor Component) and Party Ledger.

Item

• Select the Godown  of Sale and Item as Motor Component
  
• Fill in the Quantity and Rate
• Press Enter to Add more rows for additional items Sold.

Accounts

Record any accounting expense effecting the Sale such as Freight,Discount etc.

Tax and Discount

Import

Export

Permission