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Guide

Sales Work Flow​

Example of sales process work flow aligned with SQL Account flow:

sales-work-flow

Sales Quotation​

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Watch the tutorial video here: Sales Quotation

  1. Sales | Quotation | New

  2. Select Customer Code

  3. Insert the requested item by the customer and estimate profit & loss using the Profit Estimator

    profit-estimator

  4. After everything is keyed in correctly, save the Sales Quotation

  5. Preview the report and you can print or export it into PDF/ Email/ RTF(Microsoft Word)/Excel or others.

    preview-export

Project​

There are 2 types of project you need to be take note.

  1. Document Project. For document project, you need to point to MORE section (on the left side bar).

  2. Detail Project. For detail project, you have to insert the project column out from Field Chooser.

    quotation-project

Attachment​

You can use this feature to attach external PDF, excel, word documents and image files.

  1. Go to the left of the screen and click "Attachment"

  2. Click the first icon

  3. Then choose the file from your computer that you want to attach

    quotation-attachment

Note​

  1. Click on the Note section (on the LEFT side bar).

  2. RIGHT click it, you will see the Rich Text Editor pop-up.

  3. You can start key-in the note. See the example screenshot below.

  4. Click on X button (top right corner) to save and exit the Rich Text Editor.

  5. You will get prompted the Save changes? message. Click YES to save it.

    quotation-note

Sales Order​

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Watch tutorial video here: Sales Invoicing Sales Order

  1. Sales | Sales Order | New

  2. Select Customer Code

  3. Right Click on Sales Order title, select Transfer from Quotation. You can either transfer the whole quotation or only part of the quotation document (*Partial Delivery Module requested)

    document-transfer

  4. Save the Sales Order.

    note

    For additional reports showing outstanding sales orders, you can access Sales | Print Outstanding Sales Document Listing, and select Sales Order to view. This also applies to other sales documents.

Delivery Order​

  1. Sales | Delivery Order | New

  2. Select Customer Code

  3. Right Click on D/Order title, select Transfer from Sales Order.

  4. Save the Delivery Order.

    note

    Once the delivery order is saved, the stock will be deducted.

Invoice​

Create New Invoice​

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Watch tutorial video here: Sales Invoicing Sales Invoice

  1. Sales | Invoice | New

  2. Select Customer Code

  3. Right Click on Invoice title, select Transfer from Delivery Order.

  4. Save the Invoice.

Show Double Entry​

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Watch tutorial video here: Ctrl + O

There are 2 methods to show the double entry for a transaction:

  1. After saving the invoice, press the keyboard shortcut key "Ctrl + O" to display the double entry result.

    show-double-entry-1

  2. After you save the invoice, you may right click on the wording of Invoice then select “Show Double Entry”.

    show-double-entry-2

Cash Sales​

  1. Sales | Cash Sales | New

  2. Select Customer Code

  3. Insert item and Save the Cash Sales.

  4. When saving, the system will prompt a Payment/ Change dialog box

    cash-sales-1

    payment-received

Credit Note​

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Watch tutorial video here: Sales Invoicing Sales Credit Note

  1. Sales | Credit Note | New

  2. Select Customer Code

  3. Right Click on Credit Note title, select Transfer from Sales Invoice/ Cash Sales, enter the returned quantity in X/F column.

  4. Save the Credit Note.

    sales-credit-note

Sales Cancelled Note​

The Sales Cancelled Note is used to cancel any outstanding Sales Order.

  1. Sales | Sales Cancelled Note | New.

  2. Right Click on the Cancelled Note title, select Transfer from Sales Order; (in Sales Cancelled Note, items can only be inserted by transferring from Sales Order)

    sales-cancelled-note-1

  3. You can choose to transfer the sales order either by the whole document or partially.

    sales-cancelled-note-2

  4. Save the Cancelled Note.