salesorder

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision		 Previous revision
salesorder [2026/01/17 03:28] – chillhubadminsalesorder [2026/04/27 08:32] (current) – chillhubadmin
Line 51: Line 51:
     * **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.       * **N/A**: No deliverable items is included.
Line 149: Line 150:
     * **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**:   * **Accounting Integration**:
     * Only available when integration with an external accounting system is enabled. Please contact Chillhub for more information.     * Only available when integration with an external accounting system is enabled. Please contact Chillhub for more information.
Line 158: Line 165:
       * //Error// – Synchronization failed due to an error.       * //Error// – Synchronization failed due to an error.
       * //Not Synced// – The payments have not been sent for synchronization.       * //Not Synced// – The payments have not been sent for synchronization.
-    * **Accounting Sync Timestamp**: Shows the date and time when the invoice was last synchronized with the external accounting system.+    * **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.     * **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.     * **Retry Sync**: Button to retry synchronization for invoices that failed.
Line 167: Line 174:
 \\ {{: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**: 
Line 201: Line 209:
     * **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)
Line 215: Line 229:
     * **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. |
Line 310: Line 328:
       * **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)
Line 329: Line 348:
     * **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).
 +    * **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**     * **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.
Line 357: Line 384:
     * **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.1768620507.txt.gz
  • Last modified: 2026/01/17 03:28
  • by chillhubadmin