1. Customer Quotation

Guide: Start, 4. Customer Module, 2. Transaction, 1. Customer Quotation

2. Sales Order

Guide: Start, 4. Customer Module, 2. Transaction, 2. Sales Order

3. Delivery Order

Guide: Start, 4. Customer Module, 2. Transaction, 3. Delivery Order

Click +> choose Customer, Currency, Term, fill in Remark, Reference, choose items then enter quantity > Save.

4. Delivery Return

Guide: Start, 4. Customer Module, 2. Transaction, 4. Delivery Return

If create new – Click +> choose Customer, Currency, fill in Remark, Refence, Terms, choose Items and quantity > Save.

If import from DO – Click +> choose Customer > More > Import from Customer Delivery Note > Save.

5. Customer Invoice

Guide: Start, 4. Customer Module, 2. Transaction, 5. Customer Invoice.

Create new – Click +> choose Customer > fill in Remark, Reference, Term, choose Items then Key In quantity > Save.

If import from DO – Click +> choose Customer > More > Import from Customer Delivery Order then choose the DO > Save.

6. Customer Debit Note

*Used by vendor to inform the buyer of current debt. Or a document created by buyer when returning goods received on credit

Guide: Start, 4. Customer Module, 2. Transaction, 7. Customer Debit Note

7. Customer Credit Note

*Used when there has been error in an already-issued invoice

Guide: Start, 4. Customer Module, 2. Transaction, 8. Customer Credit Note

8. Cash Sales

Guide: Start, 4. Customer Module, 2. Transaction, 9. Cash Sales

9. POS Deposit

Guide: Start, 4. Customer Module, 2. Transaction, 10. POS Deposit

10. Customer Receipt

Guide: Start, 4. Customer, 2. Transaction, 11. Customer Receipt

11. Settle Customer Credit or Advance

Guide: Start, 4. Customer Module, 2. Transaction, 13. Settle Customer Credit or Advance