Sale Invoice

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bullet01 On sale of Items, the seller submits an Invoice for the Items sold. Sale Invoice affects both Inventory and Accounts. The stock of Items received get decreased. The Customer account is debited by net amount of the Sale Invoice. Sale Account is credited by value of Items sold (net of Discount). Respective ledgers of other accounts (like Taxes) are credited accordingly.

 

bullet01 Credit sale line item will be displayed only if the customer selected is marked as debtor in your accounts.

 

bullet01 During a basic transaction, product codes are entered or scanned into the transaction and the screen instantly displays the quantity, price, and product description. When completed, the transaction is totaled, sales tax is applied, change is computed, the cash drawer is opened, a receipt is printed, and inventory and sales records are updated. Many options are available to the cashier during a transaction making Logic ERP a complete and powerful point-of-sale system.

 

bullet01 Sale Invoice : Main Menu> Sale> Sale Bill.

 

Toggle Icon Minus 17Main Menu

 

sale invoice menu

                                     Fig 1. Main Menu

 

Contents:

 

bullet-arrow2   Header Details

 

bullet-arrow2   Item Details

 

bullet-arrow2   Retrieving Sale Order and Sale Challan in Sale Invoice

 

 

Header Details:

 

bullet01 Series- Specify the Bill Series which is the combination of the Series and the Number (the Series and the Number that have been specified for that Series in the Setup Bill Series form). The configuration that has been specified for the series selected will be applied to the Sale Bill.

 

bullet01 Date And No- Specify the Date and the Number for the bill.

 

bullet01 Payment Mode- The Payment Mode can be set to either Cash, Cheque or Credit.

 

bullet-arrow2 Cash- If the payment mode is set to Cash and the user does not specify the customer name then the Cash Customer button is activated. The Setup Cash Bill Customers form will open up in which the user can specify customer name, city, address 1/2/3, second address 1/2/3, Cst No, Cst Date,Lst No, Lst Date, Dl. No.1 and Dl.No.2. The user can also specify the maximum number of rows in the grid. Clicking on OK button will save the record and the customer name specified will be displayed in the text box. The user can skip entering other details but customer name will have to be specified.

 

bullet-arrow2 Cheque- If the Payment Mode is set to Cheque then the Cheque details button will be activated. Clicking on the Cheque Details button will open up the Cheque Details form. Specify the Cheque No, Cheque Date, Bank Name, Branch, Account No, Customer Name and Address. Clicking on OK button will save the details. The user can skip entering other details but Cheque No. will have to be specified.

 

bullet01 Account / Customer Name- Press the space bar and select the account or party name to whom goods have to be delivered. The Accounts that have been created using the Account\Ledger Creation form.

 

Toggle Icon Minus 17Account Search Window

 

Account/Party Search List

 

Press the space bar and select the account or party name to whom goods have to be delivered and the below given window will appear.  The options highlighted in the picture are explained below in the table.

 

account search list 03.zoom25
Account Search List

 

Ledger Report Of Party (F3)

 

 

If user wants to view the ledger report of the selected party then select the option "Show Ledger After Account Selection" or click on the button "Zoom To Ledger F3".

 

month wise total list.zoom25
Month Wise Ledger

 

Dues Report Of Party (F4)

 

 

If user wants to view the dues report of the selected party then select the option "Show Dues After account Selection" or click on the button "Zoom to Dues F4".

 

dues report.zoom25
Dues Report

 

Search By Serial No (F5)

 

 

If user wants to search the party with the serial number then press F5 - Search On Serial Number.

 

vin4.zoom30
Serial No. Search

 

Edit Account Details (F6)

 

 

If user wants to edit account details of the party then press function key -F6 , below given pop up will come where user can do the required changes and then press Save button to save the changes made by the user.

 

edit account details 03.zoom25
Edit Account Details

 

New Account (F2)

 

 

If user wants to create new account, then press the function key - F2 and the Account\Ledger Creation form will open up where user can add new account.

 

Prompt If Blank

 

 

In prompt if blank, three possible options are there DL No, CST No, TIN No and if user selects any of the option and at the time of creating party this option is not filled or left blank by the user then it will prompt a message.

 

vin6.zoom30
Confirmation Box

 

 

bullet01 Tax Region- Select the tax region for the party from the list. Tax selected here will be applied on the entire challan.

 

bullet01 Agent Name- Enter the agent name if you want to assign any salesman to the party. The Agent/Salesman that have been created using the Setup Salesman form.

 

bullet01 Price List- Click this button to select different price list.

 

    sale bill header

                                                                                          Fig 2. Sale Bill (Header Details)

 


Item Details:

 

The Item Details in Sale Bill window will appear and then enter the following details :

 

bullet01 Enter all the required item details.

 

Toggle Icon Minus 17Item Search Window

 

Item Search List

 

 

Press the space bar in Item Name column and select the required item name from the list, after pressing space bar below given window will appear. The options highlighted in the picture are explained below in the table.

 

item search list 03.zoom25
Item Search List

 

New Item (F2)

 

 

If user wants to create new item with multiple pack sizes then press the function key - F2 and the Item With Multiple Pack/Size form will open where user can add new items.

New Item (F3)

If user wants to create new item with multiple shades and company then press the function key - F3 and the Item With Multiple Pack/Size form will open where user can add new items.

 

Stock Details (F5)

If user wants to view the stock details of the required items then select the item and press F5 where user can see the current stock , godown and rate of that item.

 

item wise stock 03.zoom25
Item Wise Stock

 

Toggle Search (F9)

If user wants to toggle the item search then press F9 and user can set the search criteria, the possible options which can be set by the user are - Item Name, Item Desc, Item Model, Item Part.

 

toggle search list.zoom25
Toggle Search

 

 

Toggle Icon Minus 17Lot Search Window

 

Lot Search List

Press the space bar in Lot Number column and select the required lot from the list, after pressing space bar below given window will appear. The options highlighted in the picture are explained below in the table.

 

lot search list 04.zoom25
Lot Search List

 

Item Txn's (F2)

To view the item wise transaction, Press the function key- F2 and below given window will appear where the bill wise details of the item will be shown.

 

item wise transactions 04.zoom25
Item Wise Transactions

 

Lot Txn's (F3)

To view the lot wise transaction, Press the function key- F3 and below given window will appear where the bill wise details of the item and its lot will be shown.

 

party item wise transactions 04.zoom25
Party/Item Wise Transactions

 

New Lot (F4)

If user wants to create new lot for an item then press the function key- F4 and then the below given form will open where user can add new lots for the selected item.

 

new lot 04.zoom25
New Lot

 

Edit Lot (F5)

If user wants to edit lot details of an item then press function key -F5 , below given pop up will come where user can do the required changes and then press Save button to save the changes made by the user.

 

edit lot details 04.zoom30
Edit Lot Details

 

Configuration (F9)

If user wants to make any change in the lot configuration then press function key- F9 to view the Lot search Configuration window.

 

vin13.zoom30
Lot Configuration

 

 

bullet01 User can enter the C.D.(Cash Discount), T.D(Trade Discount), Taxes etc if any.

 

bullet01 Click on View Totals, If user wants to see all the details of tax, discount etc on total amount.

 

  sale invoice sale bill

                                                                                                      Fig 3. Sale Bill (Item Details)

 

notes

To save the data entered by the user, user have to press enter button and the cursor should be on next line in the grid.

 


Retrieving Sale Order and Sale Challan in Sale Invoice :

 

bullet01 The sale order & sale challan can be as a whole, in part or in multiple be retrieved in the invoice. If user want to retrieve sale order then click on Retrieve Order button, a pop up will come, select the Sale Order option from the list and then Sale Order search window appears where user can select the particular order which is to be retrieved.

 

bullet01 If user want to retrieve purchase challan then click on Retv Challan button, a Sale Challan search window will appear showing all the challan made by the user in Sale Challan form. Select the required challan which is to be retrieved in the bill.

 

    sale order search 04

                                                                                                      Fig 4. Sale Order Search

 

bullet01 Retrieved items from the selected Sale Order in sale voucher will appear in orange color as shown in below fig.

 

bullet01 Retrieved items from the selected Sale Challan in sale voucher will appear in purple color as shown in below fig.

 

    sale bill item details retrieve

                                                                                          Fig 5. Sale Bill (Item Details)

Toggle Icon Minus 17Other Details

 

bullet01 By clicking on Other Details button or Pressing F9 a new pop up will appear in which user can specify particular Transport Name, CD, TD, Sp Cd, Taxes, Labour/Unit, Bank Details, G.R Details of the transport.

 

  other details 04

                                                                                       Fig 6. Other Details-1

 

 

Toggle Icon Minus 17View Totals

 

bullet01 To view all the totals of account wise summary, click on View Total Button, a pop up will appear in which user can view all the discounts, tax and other charges in View Total.

 

  view totals 04

                                                                          Fig 7. View Totals

 

Toggle Icon Minus 17Hot Keys

 

bullet01 Press F1 to view the function of all hot keys in the sale challan, below given screen will appear.

 

  sc7

                                                      Fig 8. Hot Keys

 

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