In the New Sales Order Create page, input the required fields such as: Customer name, Branch (if enabled), along with optional fields like Sales Agent and Remarks. Sa New Sales Order Create page, ilagay ang mga required na details tulad ng: Customer name, Branch (if enabled), o mga optional na field tulad ng Sales Agent at Remarks.
Also input the Payment Details, if needed, such as Payment Due, Invoice Number, and Invoice Date. Ilagay rin ang Payment Details kung kailangan, katulad ng Payment Due, Invoice Number, at Invoice Date.
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There is also an option for Exchange Rate Conversion (if enabled). Set the Currency to the desired one, and the system will automatically apply the exchange rate.
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Then proceed to the Order Items section. Select products from the dropdown and input the quantity. Pumili ng mga produkto mula sa dropdown at ilagay ang quantity.
Note: You can also change the unit option if needed.
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Unit Price is automatically filled based on the selected product’s details.
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Under the Order Items section, you can also add a Discount per product, Additional Services (VAT and Non-VAT), Overall Order Discount, Credits, and Tax. Sa Order Items section, puwede ka rin maglagay ng Discount per product, Additional Services (VAT and Non-VAT), Overall Order Discount, Credits at Tax.
Once done, Click the Submit Button to create the Sales order. Kapag tapos na, i-click ang "Submit" button para ma-create ang Sales Order.
The Attachment feature allows you to upload and store relevant files or documents related to the order, helping keep important references organized and accessible.
The Audit Logs display every update or change made in the order, including what was changed, when it was changed, and who made the change.
🖱️ Click the Audit Logs tab to access the full history of updates and changes made to the order.
