Fields & description:
- No & Ref No.
- Date & Ref Date
- Tax Type
- Duty Type
- Payment Term
- In Charge
- Store
- Currency & Rate
Contents
Revisions
- September 30, 2015 @ 05:07:28 [Current Revision] by vv
- September 29, 2015 @ 13:03:11 by vv
- September 29, 2015 @ 12:46:54 by vv
- September 29, 2015 @ 12:08:22 by vv
- September 29, 2015 @ 07:25:15 by vv
- September 29, 2015 @ 05:31:31 by vv
- September 28, 2015 @ 12:13:53 by vv
- September 28, 2015 @ 11:51:24 by vv
- September 28, 2015 @ 11:50:35 by vv
- September 28, 2015 @ 10:58:52 by vv
- September 28, 2015 @ 10:09:19 by vv
Revision Differences
| September 28, 2015 @ 10:09:19 | Current Revision | ||
|---|---|---|---|
| Content | |||
| Added: Sales enquiries are made when there is interest in doing business with a party. This is the preliminary step taken before a business transaction takes place. Sales enquiries are usually about items, services, terms, etc. Transaction screens are similar in appearance with a fixed number of fields. So if there is a field that is redundant then type <em>none</em>. | |||
| Added: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2015/09/salen.png"><img class="alignnone size-full wp-image-5072" src="http://help.goodbookserp.com/ wp-content/uploads/ 2015/09/salen.png" alt="salen" width="1345" height="557" /></a> | |||
| Added: <strong>Fields & description:</strong> | |||
| Added: <ul> | |||
| Added: <li><strong>No & Ref No.</strong></li> | |||
| Added: </ul> | |||
| Added: The number refers to the document number for this particular transaction. This is generated based on your general transaction settings. If this transaction has a reference number, enter this in the respective field. | |||
| Added: <ul> | |||
| Added: <li><strong>Date & Ref Date</strong></li> | |||
| Added: </ul> | |||
| Added: This is the date when the transaction is created and the reference date shows the date of reference for this sales enquiry. | |||
| Added: There is a <strong>Load </strong>button that helps you call on another document. Select the document and click on <strong>Load Doc</strong>. This will generate items from that document. | |||
| Added: In BOM loading, specify either <em>BOM</em> or <em>Nesting Plan</em> and generate items from them. If you choose BOM, enter the name of the item and version so that materials will be loaded in the table. | |||
| Added: The details regarding the address, transportation, duty, etc., can also be entered by clicking on the <strong>Particulars </strong>button. | |||
| Added: Use the <strong>Document charges </strong>button to specify the charges applicable for the specified document. Based on your transaction screen settings, the buttons maybe enabled or disabled. | |||
| Added: Now you must select the <strong>Party </strong>and<strong> Party branch</strong> from the which the material is to be acquired. | |||
| Added: <ul> | |||
| Added: <li><strong>Tax Type</strong></li> | |||
| Added: </ul> | |||
| Added: Select the tax type from the given list. This is the tax applicable for this sales enquiry. | |||
| Added: <ul> | |||
| Added: <li><strong>Duty Type</strong></li> | |||
| Added: </ul> | |||
| Added: Choose the duty type enforced for this transaction in this field. | |||
| Added: <ul> | |||
| Added: <li><strong>Payment Term</strong></li> | |||
| Added: </ul> | |||
| Deleted: Sales enquiries are made when there is interest in buying a product from a specific party. | Added: If payment terms are available, then select the payment term agreed upon for this transaction. | ||
| Added: <ul> | |||
| Added: <li><strong>In Charge</strong></li> | |||
| Added: </ul> | |||
| Added: Select the employee in charge of this transaction here. | |||
| Added: <ul> | |||
| Added: <li><strong>Store< /strong></li> | |||
| Added: </ul> | |||
| Added: Specify the store where this item will be destined if required. | |||
| Added: <ul> | |||
| Added: <li><strong>Currency & Rate</strong></li> | |||
| Added: </ul> | |||
| Added: Enter the currency used for the transaction. Type the rate of currency. | |||
| Added: In the grid, the list of all the particulars along with its details will be displayed. The grid can be used to view the item level charges. | |||
| Added: There are several functional buttons at the end of the screen along with special transaction buttons like <strong>Where Used </strong>which will display all the transactions where your document has been referred. | |||
| Added: Save drafts of your transaction with<strong> Draft </strong>button. There may be instances where you need to save a draft of your transaction and this can also be used as a template to enter similar transactions. Clicking on draft will save the present version of the draft. The drop down mark will show the list of available drafts. | |||
Note: Spaces may be added to comparison text to allow better line wrapping.
