- No & Ref No.
- Date & Ref Date
- Tax Type
- Duty Type
- Payment Term
- In Charge
- Store
- Currency & Rate
Contents
Revisions
- September 30, 2015 @ 05:07:39 [Current Revision] by vv
- September 29, 2015 @ 13:02:40 by vv
- September 29, 2015 @ 12:57:03 by vv
- September 29, 2015 @ 06:04:29 by vv
- September 28, 2015 @ 12:36:44 by vv
Revision Differences
September 29, 2015 @ 06:04:29 | Current Revision | ||
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Content | |||
Deleted: Sales quotation | Added: Sales quotation is a marketing statement listing the prices, period, quantity, etc usually in response to a sales enquiry. Payment terms may also be discussed in sales quotations. 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>. | ||
Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2015/09/salqot.png"><img class="alignnone size-full wp-image-5076" src="http://help.goodbookserp.com/ wp-content/uploads/ 2015/09/salqot.png" alt="salqot" width="1355" height="515" /></a> | Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2015/09/salqot.png"><img class="alignnone size-full wp-image-5076" src="http://help.goodbookserp.com/ wp-content/uploads/ 2015/09/salqot.png" alt="salqot" width="1355" height="515" /></a> | ||
Unchanged: <strong>Fields & description:</strong> | Unchanged: <strong>Fields & description:</strong> | ||
Unchanged: <ul> | Unchanged: <ul> | ||
Unchanged: <li><strong>No & Ref No.</strong></li> | Unchanged: <li><strong>No & Ref No.</strong></li> | ||
Unchanged: </ul> | Unchanged: </ul> | ||
Unchanged: 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. | Unchanged: 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. | ||
Unchanged: <ul> | Unchanged: <ul> | ||
Unchanged: <li><strong>Date & Ref Date</strong></li> | Unchanged: <li><strong>Date & Ref Date</strong></li> | ||
Unchanged: </ul> | Unchanged: </ul> | ||
Deleted: This is the date when the transaction is created and | Added: This is the date when the transaction is created and reference date shows the date of reference for this sales quotation. | ||
Deleted: There is a <strong>Load </strong>button that helps you call on another document. Select the document | 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. | ||
Unchanged: 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. | Unchanged: 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. | ||
Unchanged: The details regarding the address, transportation, duty, etc., can also be entered by clicking on the <strong>Particulars </strong>button. | Unchanged: The details regarding the address, transportation, duty, etc., can also be entered by clicking on the <strong>Particulars </strong>button. | ||
Unchanged: Use the <strong>Document charges </strong>button to specify the charges applicable for the specified document. | Unchanged: Use the <strong>Document charges </strong>button to specify the charges applicable for the specified document. | ||
Unchanged: Now you must select the <strong>Party </strong>and<strong> Party branch</strong> from the which the material is to be acquired. | Unchanged: Now you must select the <strong>Party </strong>and<strong> Party branch</strong> from the which the material is to be acquired. | ||
Unchanged: <ul> | Unchanged: <ul> | ||
Unchanged: <li><strong>Tax Type</strong></li> | Unchanged: <li><strong>Tax Type</strong></li> | ||
Unchanged: </ul> | Unchanged: </ul> | ||
Deleted: Select the tax type from the given list. This is the tax applicable for this | Added: Select the tax type from the given list. This is the tax applicable for this transaction. | ||
Unchanged: <ul> | Unchanged: <ul> | ||
Unchanged: <li><strong>Duty Type</strong></li> | Unchanged: <li><strong>Duty Type</strong></li> | ||
Unchanged: </ul> | Unchanged: </ul> | ||
Unchanged: Choose the duty type enforced for this transaction in this field. | Unchanged: Choose the duty type enforced for this transaction in this field. | ||
Unchanged: <ul> | Unchanged: <ul> | ||
Unchanged: <li><strong>Payment Term</strong></li> | Unchanged: <li><strong>Payment Term</strong></li> | ||
Unchanged: </ul> | Unchanged: </ul> | ||
Unchanged: If payment terms are available, then select the payment term agreed upon for this transaction. | Unchanged: If payment terms are available, then select the payment term agreed upon for this transaction. | ||
Unchanged: <ul> | Unchanged: <ul> | ||
Unchanged: <li><strong>In Charge</strong></li> | Unchanged: <li><strong>In Charge</strong></li> | ||
Unchanged: </ul> | Unchanged: </ul> | ||
Unchanged: Select the employee in charge of this transaction here. | Unchanged: Select the employee in charge of this transaction here. | ||
Unchanged: <ul> | Unchanged: <ul> | ||
Unchanged: <li><strong>Store< /strong></li> | Unchanged: <li><strong>Store< /strong></li> | ||
Unchanged: </ul> | Unchanged: </ul> | ||
Deleted: Specify the store where this item | Added: Specify the store where this item will be destined if required. | ||
Unchanged: <ul> | Unchanged: <ul> | ||
Unchanged: <li><strong>Currency & Rate</strong></li> | Unchanged: <li><strong>Currency & Rate</strong></li> | ||
Unchanged: </ul> | Unchanged: </ul> | ||
Unchanged: Enter the currency used for the transaction. Type the rate of currency. | Unchanged: Enter the currency used for the transaction. Type the rate of currency. | ||
Deleted: Type “<em>None</em>” in the fields that don’t require an entry. | |||
Unchanged: 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. | Unchanged: 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. | ||
Unchanged: 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. | Unchanged: 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. | ||
Deleted: Save drafts of your transaction with | 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.