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Table of Contents |
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Basic information
Types | Description |
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Item | Item cards hold the information that is required to buy, store, sell and account for items. Follow the step below for create new item:
4. Ener following information in Costing & Posting Tab
For details, please see the Item function manual. |
Vendor | Vendor cards hold the information for the goods provider, services provider, producers etc Follow the step below for create new Vendor:
4. Ener following information in Address & Contact Tab (optional)
5. Ener following information in Invoicing Tab
For details, please see the Vendor function manual. |
Customer | Customer cards hold the information for the customer who sell the goods to. Follow the step below for create new Customer:
4. Ener following information in Address & Contact Tab (optional)
5. Ener following information in Invoicing Tab
For details, please see the Customer |
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function manual. |
Purchase and Sales operation
Type | Description |
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Purchase Order | Purchase Order use for place order to vendor for goods purchase Follow the steps below for create Purchase Order:
4. Ener following information in Lines Tab
For details, please see the Purchase Order function manual. |
Purchase Receipt and Invoice | When the goods received from vendor with the vendor invoice Follow the steps below for record the goods receipt and vendor invoice into system
For details, please see the Purchase Order - Use of Dates in Purchase Order 4. Ener following information in Lines Tab
5. Select Action Posting => Post 6. Click OK to confirm post Receive and Invoice NOTE: System will delete the Purchase Order once it is fully received and invoiced. User can find the Receive and Invoice information in Posted Purchase Receipt and Posted Purchase Invoice respectively. |
Sales Order | Sales Order use for recording the sales information for the customer order Follow the steps below for create Sales Order:
4. Ener following information in Lines Tab
For details, please see the Sales Order function manual. |
Sales Shipment and Invoice | When the goods ready to ship to customer with the sales invoice Follow the steps below for record the shipment and invoice into system
For details, please see the Sales Order - Use of Dates in Sales Order 4. Ener following information in Lines Tab
5. Select Action Posting => Post 6. Click OK to confirm post Shipment and Invoice NOTE: System will delete the Sales Order once it is fully shipped and invoiced. User can find the Shipment and Invoice information in Posted Sales Shipment and Posted Sales Invoice respectively. |