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Introduction
Overview A Quote/Estimate is an offer to provide Estimate for any goods / product which w...
Order tax
Once the document is completed order tax tab automatically update
Action
Verify: Not applicable Create lines from: Not applicable Copy from/lines: This bu...
Shipment line
Critical Fields 1.Sales order line : Sales order line item details show in this field 2.Produ...
Shipment header
Critical Fields 1. Delivery Via:How the order will be delivered 1.1 Pickup :Customer ha...
Introduction
Overview This window is used for updating the shipment packaging details and product stoc...
Validation
Save: 1. System will check all mandatory fields 2. In the order line, the system wi...
Custom fields
Critical Fields: 1. Sequence: Method of ordering records (lowest number comes first) 2....
Payment schedule
Critical Fields: 1. Payment Schedule: To update the schedule details 2. Due Date: The date wh...
Sales order line
Critical Fields: 1. Product: To select the product type item, you can select the multiple pr...
Quotation Header
Critical Fields 1) Business Partner: We can select existing/new customer here and this ...
Sales Order Header
Critical Fields: 1. Business Partner: We can select existing/new customers here and ...
Introduction
Overview After receiving the Purchase order from the customer, the Marketing team will ge...
Process
Introduction 1.This process used for from quotation to sales order automatic conversion purpose ...
Custom fields
Critical Fields : 1.Sequence : Method of ordering records (lowest number come first) 2.Cu...
Validation
Save 1. System will check all the mandatory fields. Delete 1. System will delete the order...
Payment schedule
Critical Fields 1.Payment Schedule : To update the schedule details 2.Due Date : Date when...
Order tax
Once the document is complete order tax tab automatically update Note: This sub tab is used...
Quotation line
Critical Fields 1.Product : To select the product type is item, you can select the multi...
Introduction
Overview Purchase orders allow buyers to clearly and explicitly communicate their intentio...