salesorder

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salesorder [2025/09/06 06:47] – chillhubadminsalesorder [2026/04/27 08:32] (current) – chillhubadmin
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     * **City**: The city where the customer is located.     * **City**: The city where the customer is located.
     * **Contact No.**: The contact number for the customer.     * **Contact No.**: The contact number for the customer.
 +    * **Terms**: The payment terms agreed with the customer.
 +    * **External Code**: External reference code used to link this customer to an external accounting system.
     * **Remark**: Any additional notes or remarks related to the sales order.     * **Remark**: Any additional notes or remarks related to the sales order.
     * **Purchase Order No.**: The purchase order number related to the sales order.     * **Purchase Order No.**: The purchase order number related to the sales order.
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     * **Total Excl. Tax**: The total amount of the sales order, excluding taxes.     * **Total Excl. Tax**: The total amount of the sales order, excluding taxes.
     * **Paid**: Total amount paid toward the sales order.     * **Paid**: Total amount paid toward the sales order.
 +    * **Currency**: The currency code used for this document (e.g., MYR, USD). 
     * **Delivery Status**: Displays the current delivery status (e.g., None, Partial, Shipped) of the sales order.     * **Delivery Status**: Displays the current delivery status (e.g., None, Partial, Shipped) of the sales order.
 +      * **N/A**: No deliverable items is included.
       * **None**: No delivery has been initiated or scheduled.       * **None**: No delivery has been initiated or scheduled.
       * **Partial**: Some items have been delivered or planned for delivery, but not all.       * **Partial**: Some items have been delivered or planned for delivery, but not all.
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       * **Shipped**: The delivery has been completed and shipped to the customer.       * **Shipped**: The delivery has been completed and shipped to the customer.
       * **Cancelled**: The sales order has been canceled, any associated delivery and shipping have been reversed.       * **Cancelled**: The sales order has been canceled, any associated delivery and shipping have been reversed.
 +    * **Job Completion Status**: 
 +      * **N/A**: No service items is included.
 +      * **None**: No job completion note recorded yet.
 +      * **Partial**: Some services completed, others pending.
 +      * **Completed**: All service items are fully completed.
 +      * **Cancelled**: The invoice has been canceled.
     * **Payment Status**: Indicates the payment status (e.g., Not Paid, Partial, Paid, Overpaid) of the sales order.     * **Payment Status**: Indicates the payment status (e.g., Not Paid, Partial, Paid, Overpaid) of the sales order.
       * **Not Paid**: No payment has been made towards the sales order.       * **Not Paid**: No payment has been made towards the sales order.
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       * **Cancelled**: The sales order has been canceled, so payment has been reversed.       * **Cancelled**: The sales order has been canceled, so payment has been reversed.
     * **Scheduled**: Indicates whether the sales order has been scheduled for service and delivery.     * **Scheduled**: Indicates whether the sales order has been scheduled for service and delivery.
 +    * **Accounting Sync Status**: Current synchronization status of the prepayments with the external accounting system.
 +      * **Pending** – The payments are queued for synchronization.
 +      * **Synced** – The payments have been successfully synchronized.
 +      * **Cancelling** – A cancellation request is being processed.
 +      * **Cancelled** – The payments has been successfully cancelled in the external accounting system.
 +      * **Error** – Synchronization failed due to an error.
 +      * **Not Synced** – The payment has not been sent for synchronization.
 ++++ ++++
 === Sales Order Form === === Sales Order Form ===
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       * **State**: Billing state of the customer       * **State**: Billing state of the customer
       * **Country**: Billing country of the customer       * **Country**: Billing country of the customer
 +      * **Terms**: The payment terms agreed with the customer (Configure options at **Settings** -> **Terms**)
 +      * **External Code**: External reference code used to link this customer to an external accounting system. 
 +        * Only available when integration with an external accounting system is enabled. Please contact Chillhub for more information.
 +        * Select //<<New>>// to automatically create a new customer record in the external accounting system.
 +        * A //Default Debtor// Code can be configured in the system settings and selected for general or walk-in customers.
       * **Clear all** button: Reset all entered customer billing info and start fresh.       * **Clear all** button: Reset all entered customer billing info and start fresh.
     * **Delivery**: The customer's delivery information, used for shipping or service (Only required to fill in the fields differ from billing info)     * **Delivery**: The customer's delivery information, used for shipping or service (Only required to fill in the fields differ from billing info)
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     * **Invoice No.**: The invoice number linked to the sales order. (Auto populated if invoice is created from sales order)     * **Invoice No.**: The invoice number linked to the sales order. (Auto populated if invoice is created from sales order)
     * **SST Tax Rate**: The applicable Sales and Services Tax (SST) rate for the sales order. Defaulted to default SST Rate in Settings     * **SST Tax Rate**: The applicable Sales and Services Tax (SST) rate for the sales order. Defaulted to default SST Rate in Settings
 +    * **SST Tax Type**: The applicable Sales and Services Tax (SST) type for the sales order. Defaulted to default SST Type in Settings
 +      * Refer to: //[[https://sdk.myinvois.hasil.gov.my/codes/tax-types/]]//
 +    * **Currency**: The currency code used for this document (e.g., MYR, USD).
 +      * Activate Multi-currency add-on in the subscription plan to select foreign currencies.
 +    * **Exchange Rate**: The rate used to convert the document currency to the base currency (Available only when a foreign currency is selected).
 +      * {{mdi>currency-usd?24}}: Fetches the exchange rate from **Bank Negara Malaysia**, with fallback to other providers if not available.
 +  * **Accounting Integration**:
 +    * Only available when integration with an external accounting system is enabled. Please contact Chillhub for more information.
 +    * **Accounting Sync Status**: Displays the current synchronization status of the prepayments with the external accounting system.
 +      * //Pending// – The payments are queued for synchronization.
 +      * //Synced// – The payments have been successfully synchronized.
 +      * //Cancelling// – A cancellation request is being processed.
 +      * //Cancelled// – The payments has been successfully cancelled in the external accounting system.
 +      * //Error// – Synchronization failed due to an error.
 +      * //Not Synced// – The payments have not been sent for synchronization.
 +    * **Accounting Sync Timestamp**: Shows the date and time when the payments was last synchronized with the external accounting system.
 +    * **Accounting Sync Error**: Displays the error message returned by the external accounting system, if synchronization fails.
 +    * **Retry Sync**: Button to retry synchronization for invoices that failed.
   * **Remark**: Any additional notes or remarks related to the sales order.   * **Remark**: Any additional notes or remarks related to the sales order.
 ++++ ++++
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 \\ {{:salesorder:salesorder_3.jpg?500|}} \\ {{:salesorder:salesorder_3.jpg?500|}}
   * The following options are located on the toolbar   * The following options are located on the toolbar
 +    * **Currency Button Toggles**: Switch the displayed amounts between local and foreign currencies (Available only when a foreign currency is selected).
     * {{mdi>plus?24}} **New**: Add a new item.     * {{mdi>plus?24}} **New**: Add a new item.
     * {{mdi>dots-horizontal?24}} **Add More**:      * {{mdi>dots-horizontal?24}} **Add More**: 
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     * **Type**: Choose the type of item being sold:  **Product**, **Product Type**, **Service**, or **Custom**     * **Type**: Choose the type of item being sold:  **Product**, **Product Type**, **Service**, or **Custom**
     * **Product / Service / Product Type / Custom**: Select the specific item based on the chosen type.     * **Product / Service / Product Type / Custom**: Select the specific item based on the chosen type.
-      * **Product**: Represents specific goods, items and parts offered by the organization +      * **Product**: Represents specific goods, items and parts offered by the organization 
 +        * {{mdi>warehouse?24}}: Click to view the current inventory level for this product.
       * **Product Type**: Used when specific products are unknown or not tracked in the system.       * **Product Type**: Used when specific products are unknown or not tracked in the system.
       * **Service**: Additional charges or non-physical offerings that your company provides       * **Service**: Additional charges or non-physical offerings that your company provides
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     * **Qty**: The quantity of the item.     * **Qty**: The quantity of the item.
     * **UOM**: The unit of measurement for the item (e.g., pcs, kg, liters)     * **UOM**: The unit of measurement for the item (e.g., pcs, kg, liters)
 +      * For items with UOM conversion, an alternate UOM can be selected to ensure accurate inventory tracking.
     * **Non-billable consumption**: Materials are deducted from stock for the job but are not charged to the customer or shown on their document.     * **Non-billable consumption**: Materials are deducted from stock for the job but are not charged to the customer or shown on their document.
       * Applicable only when item type is **Product**       * Applicable only when item type is **Product**
       * Price cannot be set when this option is enabled.       * Price cannot be set when this option is enabled.
     * **Unit Price**: The price per unit of the item.     * **Unit Price**: The price per unit of the item.
 +      * When a foreign currency is selected, Unit Price is shown in both local and foreign currencies.
 +      * Updates to Unit Price in either currency will automatically recalculate the corresponding value using the exchange rate.
     * **Subtotal**: The total price for the item, calculated as **Qty × Unit Price**.     * **Subtotal**: The total price for the item, calculated as **Qty × Unit Price**.
 +      * When a foreign currency is selected, Subtotal is shown in both local and foreign currencies.
     * **SST Taxable**: Indicates whether the item is subject to Sales and Services Tax (SST).     * **SST Taxable**: Indicates whether the item is subject to Sales and Services Tax (SST).
-      * //Activate SST add-on in the subscription plan to enable the SST feature.//+      * Activate SST add-on in the subscription plan to enable the SST feature.
     * **Tax Amount**: The SST amount applied to the item.     * **Tax Amount**: The SST amount applied to the item.
 +      * When a foreign currency is selected, Tax Amount is shown in both local and foreign currencies.
     * **Total Incl. Tax**: The total price for the item, including SST, calculated as **Subtotal + Tax Amount**.     * **Total Incl. Tax**: The total price for the item, including SST, calculated as **Subtotal + Tax Amount**.
 +      * When a foreign currency is selected, Total Incl. Tax is shown in both local and foreign currencies.
   *  **Section Form** \\ {{:salesorder:salesorder_9.jpg?400|}}   *  **Section Form** \\ {{:salesorder:salesorder_9.jpg?400|}}
     * **Section**: The name or description of the section. (Subtotals will be calculated for each section)     * **Section**: The name or description of the section. (Subtotals will be calculated for each section)
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     * **Discount Description**: A brief description of the discount being applied.     * **Discount Description**: A brief description of the discount being applied.
     * **Discount Amount**: The monetary value of the discount applied to the item or sales order.     * **Discount Amount**: The monetary value of the discount applied to the item or sales order.
 +      * When a foreign currency is selected, Discount Amount is shown in both local and foreign currencies.
 +      * Updates to Discount Amount in either currency will automatically recalculate the corresponding value using the exchange rate.
     * **SST Taxable**: Indicates whether the discount is subject to Sales and Services Tax (SST).     * **SST Taxable**: Indicates whether the discount is subject to Sales and Services Tax (SST).
     * **Tax Amount**: The SST amount applied to the discount.     * **Tax Amount**: The SST amount applied to the discount.
 +      * When a foreign currency is selected, Tax Amount is shown in both local and foreign currencies.
     * **Total Incl. Tax**: The total discount for the item, including SST, calculated as **Discount Amount + Tax Amount**.      * **Total Incl. Tax**: The total discount for the item, including SST, calculated as **Discount Amount + Tax Amount**. 
 +      * When a foreign currency is selected, Total Incl. Tax is shown in both local and foreign currencies.
 ++++ ++++
 ++++ Delivery: Specify delivery details and the warehouse for stock deduction. | ++++ Delivery: Specify delivery details and the warehouse for stock deduction. |
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   * The following options are located on the toolbar   * The following options are located on the toolbar
     * **Delivery Status**: Displays the current delivery status (e.g., None, Partial, Shipped) of the sales order.     * **Delivery Status**: Displays the current delivery status (e.g., None, Partial, Shipped) of the sales order.
 +      * **N/A**: No deliverable items is included.
       * **None**: No delivery has been initiated or scheduled.       * **None**: No delivery has been initiated or scheduled.
       * **Partial**: Some items have been delivered or planned for delivery, but not all.       * **Partial**: Some items have been delivered or planned for delivery, but not all.
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     * **Delivery/Return Date**: The date when the goods were delivered/returned.     * **Delivery/Return Date**: The date when the goods were delivered/returned.
     * **Data table for Delivery Note**     * **Data table for Delivery Note**
 +      * {{mdi>warehouse?24}}: Click to view the current inventory level for this product.
       * **Product**: The specific item or product being delivered.       * **Product**: The specific item or product being delivered.
       * **Balance**: The remaining quantity of the product yet to be delivered.       * **Balance**: The remaining quantity of the product yet to be delivered.
       * **Qty to Deliver**: The quantity of the product to be delivered in this delivery note.       * **Qty to Deliver**: The quantity of the product to be delivered in this delivery note.
     * **Data table for Return Note**     * **Data table for Return Note**
 +      * {{mdi>warehouse?24}}: Click to view the current inventory level for this product.
       * **Product**: The specific item or product being returned.       * **Product**: The specific item or product being returned.
       * **Qty to Deliver**: The total quantity delivered in other delivery notes.       * **Qty to Deliver**: The total quantity delivered in other delivery notes.
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       - The quantity to deliver cannot exceed the sales quantity.       - The quantity to deliver cannot exceed the sales quantity.
       - The quantity to return cannot exceed the quantity to deliver.       - The quantity to return cannot exceed the quantity to deliver.
 +++++
 +++++ Job Completion: Records the progress and completion status of the services linked to the sales order. |
 +== Job Completion ==
 +\\ {{:salesorder:salesorder_13.jpg?500|}}
 +  * The following options are located on the toolbar
 +    * **Job Completion Status**: Displays the current job completion status (e.g., None, Partial, Completed) of the sales order.
 +      * **N/A**: No service items is included.
 +      * **None**: No job completion note recorded yet.
 +      * **Partial**: Some services completed, others pending.
 +      * **Completed**: All service items are fully completed.
 +      * **Cancelled**: The invoice has been canceled.
 +    * {{mdi>plus?24}} **New**: Add a new Job Completion Note.
 +  * **Data Table**: (Note that some of these columns may be hidden in the row details)
 +    * {{mdi>chevron-up?24}}: Expand row to view more details. (available only in Mobile View) 
 +    * {{mdi>pencil?24}}: Modify job completion note details (Mobile View: expand row to access)
 +    * {{mdi>delete?24}}: Delete job completion note (Mobile View: expand row to access)
 +    * **Job Completion Note No.** :The unique identifier for the job completion note
 +    * **Service Date**: The date when the services were delivered.
 +    * **Remark**: Any additional notes or comments related to the services.
 +  * **Job Completion Note Form** \\ {{:salesorder:salesorder_14.jpg?400|}}
 +    * **Job Completion Note No.** :The unique identifier for the job completion note. Automatically generated by the system.
 +    * **Service Date**: The date when the services were delivered.
 +    * **Data table for Job Completion Note**
 +      * **Service**: The specific services being delivered.
 +      * **Balance**: The remaining quantity of the services yet to be delivered.
 +    * **Additional Notes**: Optional remarks or details about the service outcome, observations, or other relevant information included in the document.
 + * **Remark**: Any additional notes or comments related to the job completion note.
 +    * **View Document**: View, print and share job completion note document. 
 +    * **Form Validations**: 
 +      - At least one item must be marked for delivery.
 +      - The quantity to deliver cannot exceed the sales quantity.
 ++++ ++++
 ++++ Payment: Recording sales order payments | ++++ Payment: Recording sales order payments |
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       * **Overpaid**: The amount paid exceeds the sales order total.       * **Overpaid**: The amount paid exceeds the sales order total.
       * **Cancelled**: The sales order has been canceled, so payment has been reversed.       * **Cancelled**: The sales order has been canceled, so payment has been reversed.
 +    * **Currency Button Toggles**: Switch the displayed amounts between local and foreign currencies (Available only when a foreign currency is selected).
     * {{mdi>plus?24}} **New**: Add a new payment.     * {{mdi>plus?24}} **New**: Add a new payment.
   * **Data Table**: (Note that some of these columns may be hidden in the row details)   * **Data Table**: (Note that some of these columns may be hidden in the row details)
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     * **Refund**: A checkbox to indicate that the payment is a refund. When selected, the system treats the transaction as a negative payment, deducting the amount from the total paid     * **Refund**: A checkbox to indicate that the payment is a refund. When selected, the system treats the transaction as a negative payment, deducting the amount from the total paid
     * **Amount**: Enter the payment amount. For refunds, input the refunded amount.     * **Amount**: Enter the payment amount. For refunds, input the refunded amount.
 +      * When a foreign currency is selected, Amount is shown in both local and foreign currencies.
 +      * Updates to Amount in either currency will automatically recalculate the corresponding value using the exchange rate.
 +    * **Exchange Rate**: The rate used to convert foreign currency payments to local currency (Available only when a foreign currency is selected).
 +      * {{mdi>currency-usd?24}}: Fetches the exchange rate from **Bank Negara Malaysia**, with fallback to other providers if not available.
 +      * Updates to the payment exchange rate will automatically recalculate the foreign exchange gain or loss.
     * **Ref. No.**: A reference number for the payment (e.g., transaction ID, cheque number).     * **Ref. No.**: A reference number for the payment (e.g., transaction ID, cheque number).
-    * **Accounting**: Assign accounts for the selected payment. By default, accounts are determined based on **Account Charts > Account Rules** +    * **Foreign Exchange Gain/Loss**: The gain or loss resulting from exchange rate differences between the sales order and the payment.  
 +    * **Accounting**: Assign accounts for the selected payment. By default, accounts are determined based on **Account Charts > Account Rules** and the **selected payment method**
       * **Cash Account**: Specifies the bank or cash account where the payment is received.       * **Cash Account**: Specifies the bank or cash account where the payment is received.
       * **Unearned Revenue Accounts**: Advance payment account where payment received before the invoice is created.       * **Unearned Revenue Accounts**: Advance payment account where payment received before the invoice is created.
 +      * **Foreign Exchange Gain/Loss Account**: The account used to record any foreign exchange gain or loss arising from differences between sales order and payment exchange rates.
 +        * Only available only when a foreign currency is selected.
     * **Remark**: Optional field for additional notes or comments related to the payment.      * **Remark**: Optional field for additional notes or comments related to the payment. 
     * **View Receipt**: View, print and share receipt document.     * **View Receipt**: View, print and share receipt document.
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     * **Save as Cancelled**: Cancel the sales order along with any associated deliveries, invoices, costs, and payments.     * **Save as Cancelled**: Cancel the sales order along with any associated deliveries, invoices, costs, and payments.
 ++++ ++++
 +<aichat button float>Welcome to Chillhub AI Assistant. I can help you understand and use your ERP system.</aichat>
  • salesorder.1757141274.txt.gz
  • Last modified: 2025/09/06 06:47
  • by chillhubadmin