Maintaining Sales/Invoicing

Firstly we can open the company and goes to the option that is tasks mow open the different options and we can select the option that is sales/invoicing .

After selecting the option of sales/invoicing the new chart will be appeared . that is sales/invoicing .

·         First method to convert quotes into sales/invoice directly

·         Second methods is quotes is made then make sale order after this we can make sale/invoice

·         So we can make first method to convert quotes into sales/invoice directly.

In this we can fill the option  for the given information  . we can make sales invoicing to convert for the different aspects .

First we go to the quotes and fill the information such as

·         Customer id

·         Quantity

·         Items

·         Description

·         Unti price

·         Tax

·         Amount

And after this we can written the invoice number and saved it .

Then we can go to the option than is open our new record will be appeared we can select that our record will be appeared

After this we can go to the option converter . select this option the new chart will be appeared .

In this three option will be appeared

·         Sales/invoice

·         Sales/invoice and print now

·         Sales order

We can select the sales/invoice and in last option we can written the invoice number and select ok the quotes gets completely converted to a sales invoices .

After filling this information the we can goes to the option select sales/invoice

Then we can goes to the option that is open the company will be appeared which we are saved.

Now we can select one company and select the option ok . the sales/invoicing chart will be appeared.

·         Second method is quotes is made then making sales order after this we can make sales/invoicing

In this firstly we make quotes and save the company information records.

The quotes chart will be appeared.

After complete this record we can save this and goes to the option open.

in this company quote record will be appeared we can click this and close this and open a new option that is sales/invoicing in this we can select the customer id the chart will be appeared .

Now we can select the option that is apply to sales order number .

After selecting the order number the data will be appeared .and written invoice number.

Maintaining Quotes/Sales orders

Firstly we can go tasks and select quotes/sales orders .after this two option will be appeared

·         Quotes

·         Sales orders

After this we can select quotes are written for a possible sales that can be presented to a new prospect record  for a customer .

Now we can select Quotes the new chart will be appeared .

In this different types of column are appeared that is

·         Customer id

·         Date

·         Good thru

·         Quote no

After this we can written quantity , items , unit price and tax no .

After this complete this information doing save and close the quotes .

Now we can select the open the new window will appeared that is select quote in this period data , refrences , amount , and customer/ prospects name will be appeared .

After this we can go to another option that is sales orders .

Select the option convert then open a sales orders chart .

After this new option will be appeared in this select one option that is convert this quote to a sales order and select the option sales order .

The serial number will be appeared and select ok . sales order chart will be appeared .

Now we can go the next option that is Sales orders .

In this we can fill the detail of the sales orders . we can record the items in sales orders for the purposes for sale .

Now we can select one customer id which we can record in quote .

After filling this information we can save this record and close it . after this you can view inventory report for your  customer for the purposes of purchases . 

Maintain inventory item defaults

Firstly we can go maintain and select default information then we go inventory item .

Then new page will be opened that is inventory items defaults

In inventory items default there are five several types :

·         General

·         GL accts/coasting

·         Taxes/shipping

·         Customs fields

·         Price levels

in general there are five different types and different aspects .

1.     UPC/SKU

They can select to allow duplicate value in this field .

2.     Quantity Available

In quantity available column can select in that time to include purchase order when calculating quantity available .

3.     Sales Invoice / Receipts out of stock warning message

In this there are three column we can select one column in one time

·         Do not warn me

·         Warn if inventory items is out of stock based on quantity on hand

·         Warn if inventory item is out of stock based on quantity available

4.     Sales order out of stock warning message

In this there are also several three types

·         Do not warn me

·         Warn if inventory item is out of stock is based on quantity on hand

·         Warn if inventory item is out of stock based on quantity available

After this we go next and open a new column that is GL accts/coasting

in this several column are available that is

·         Items class

·         GL sales/inc

·         GL invtry/wages

·         GL cost sales

·         Coasting

In items class different items are available in it . and in next column we can select GL sales acc . and in third column we can select GL inventory . next column we can select GL cost sales and in last is costing . we can fill this column for the help of data and also we can fill in last that is GL freight accounts that’s  Is link for freight charges in sales and invoicing .

Now we can go another option that is taxes / shipping  in this two column are involved one is item tax type and other is ship method .

In tax type method is used to classify sales tax for state reporting .

And ship method is used for shipping on invoice

Now we can select next option that is customs fields

In customs fields can be used to enter the data and information about the items . the enable box must be checked for text to be entered .

The next option is price levels

Price levels are used in sales transaction to establish different items for the pricing category . enter the price level name and setup the price level and default information . 

Maintain Assembly Inventory items

Firstly we can go maintain and select inventory items after this the new option will be appeared that is inventory items .

In this we can fill the assembly items information first we can put item id , description , change item class . and select the three option that is GL sales acct , GL inventory acct , and last is GL cost of sales acct .    

          

After this we can record all the data in assembly item and saved it also

          

In this we can put all the assembly data of table fan and fill the item id , description , and quantity needed . and after this we can save this record

After putting the data and saved the data we can select the general and goes to the option that is beginning balance after this new option will be appeared that is inventory beginning balance .

After this we can put the data of pedestal fan , ceiling fan and , table fan quantity and unit cost  .

And putting the data we can get the total beginning balance .

Maintain Inventory Items

Step 1:

In first step we can select the point maintain then we select the inventory items.

Step 2:

After selecting the inventory items then maintain inventory inventory items are  formed.

Now in this we can fill item id , description , GL sales account , GL inventory account , GL cost of sales account after fill the data in this account then we can save the all data after save the data we can select the beginning balance.

Step 3:

After selecting the beginning balance we can go inventory beginning balance account .

After this we can fill quantity , unit cost , and we can get the amount of total cost.

After written the quantity , and unit cost we can finally get the amount of total beginning balances 

Maintain Vendors

Step 1:

In maintains the vendors accounts the different ways are involved.

Step 2:

After selecting the vendors the new chart will be opened that is maintain venders.

In this chart we can fill vendor id , name

Step 3:

After completing it we goes to the next option purchase defaults .

In this we enter purchase Rep and purchase Account.

Step 4:

For choosing beginning balance we click on beginning balance button at the bottom.

Step 5:

In this chart show the option which is beginning balances click this option and shows another chart.

In this chart we can fill four columns       

·         Invoice number

·         Date

·         Amount

·         a/p account

After fill this column we can save this records and close it.

Maintain Customer Defaults

Step 1:

We can select the maintain bar and goes to the option customer default and then goes to another option which is customer.

Step 2:

Following another customer default in this different types of option are held i.e payments terms , accounts aging , customer fields , finance charges , pay method ,

             

Payment term are cod payment document prepaid discount in days for the number of days , due on next month and due at the end for example the term are 3/10,n40 its mean that 3% discount will be given if payment is made in 10 days and no discount is given if payment is made in 40 days .

Step 3:

              

The second option is account aging in this the column will fill up in aging categories .in 1^st column 30 days of column heading 0-30 in 2^nd column 60 days of column heading 31-60 in . 3^rd column 90 days of column are 61-90 column heading and in 4rth column 0-90 days are required.

  

Step 4:  

Now select another column that is customer field in this field labels column are required

 

Customer field can be used to enter extra information about customer use the field above the labels them on all your screen . the enable box must be checked for text to be entered.

Step 5:

In next option finance charges in this different types of column are held in this days over dues are required in second option annual interest are required in fourth option minimum finance charges are required.

Step 6:

In next option pay method in this you may add up to 10 methods of payments that your business accepts . this list is available from the sales / invoices and receipts screen there are following different method to do payments .

Cash

Check

Visa

Master card

Amex

Discover 

Maintain Customers

Step 1:

In maintain customers/prospects we can go to the option maintain and select customers/prospects

Step 2:

Then the new chart are opened that is maintain chart of customers/prospects

Step 3:

In this we can fill the customers id , name

Step 4:

After filling the columns of customers id , and name we can select the other option that is sales defaults.

After selecting sales defaults we can select the another option that is GL sales account after this we can save this data.

Step 5:

After that we can go back select the option that is general and goes to the beginning balance.

In this the invoice of the data are open and we can fill this invoice number , date , amounts , A/R accounts.

After this and data entered in this accounts one by one and after this we can save all the data of customers beginning balances . after  this customers/prospects are completed .