salesorder

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salesorder [2026/07/09 06:02] – chillhubadminsalesorder [2026/09/29 07:23] (current) – chillhubadmin
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 === Manage Sales Order === === Manage Sales Order ===
   * Log on to [[https://app.chillhub.com.my|Chillhub App]]    * Log on to [[https://app.chillhub.com.my|Chillhub App]] 
-  * Navigate the Sales Order page by selecting **Menu** -> **Sales Order** \\ {{:salesorder:salesorder_1.jpg?600|}}+  * Navigate the Sales Order page by selecting **Menu** -> **Sales Order** \\ {{gallery>:salesorder:salesorder_1.jpg?600x0&crop=off&0}}
   * The following options are located on the toolbar   * The following options are located on the toolbar
     * {{mdi>magnify}} **Search**: Allows you to search for specific data     * {{mdi>magnify}} **Search**: Allows you to search for specific data
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 ++++ General: Key details such as sales order number, date and customer information | ++++ General: Key details such as sales order number, date and customer information |
 == General == == General ==
-\\ {{:salesorder:salesorder_2.jpg?500|}}+\\ {{gallery>:salesorder:salesorder_2.jpg?400x0&crop=off&0}}
   * **Status**: Shows the current status of the sales order (e.g., Pending, Confirmed, Cancelled)   * **Status**: Shows the current status of the sales order (e.g., Pending, Confirmed, Cancelled)
   * **Employee**: The name of the employee (e.g. salespersons) responsible for the sales order.   * **Employee**: The name of the employee (e.g. salespersons) responsible for the sales order.
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       * {{mdi>dots-horizontal}}: View or edit the linked quotation.       * {{mdi>dots-horizontal}}: View or edit the linked quotation.
     * **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)
-   * {{mdi>dots-horizontal}}: View or edit the linked invoice.+      * {{mdi>dots-horizontal}}: View or edit the linked invoice.
     * **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     * **SST Tax Type**: The applicable Sales and Services Tax (SST) type for the sales order. Defaulted to default SST Type in Settings
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 ++++ Items: Adding and managing products or services in the sales order. | ++++ Items: Adding and managing products or services in the sales order. |
 == Items == == Items ==
-\\ {{:salesorder:salesorder_3.jpg?500|}}+\\ {{gallery>:salesorder:salesorder_3.jpg?500x0&crop=off&0}}
   * 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).     * **Currency Button Toggles**: Switch the displayed amounts between local and foreign currencies (Available only when a foreign currency is selected).
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       * **Total Incl. Tax**: The total amount of the sales order, including tax.       * **Total Incl. Tax**: The total amount of the sales order, including tax.
       * **Total SST**: The Sales and Services Tax (SST) amount applied to the sales order.       * **Total SST**: The Sales and Services Tax (SST) amount applied to the sales order.
-  * **Item Form** \\ {{:salesorder:salesorder_7.jpg?500|}}+  * **Item Form** \\ {{gallery>:salesorder:salesorder_7.jpg?400x0&crop=off&0}}
     * //Form is read-only once the sales order has been invoiced. Any modifications should be made directly to the corresponding invoice.//     * //Form is read-only once the sales order has been invoiced. Any modifications should be made directly to the corresponding invoice.//
     * **Industry**: Select the relevant industry to populate the options for Product, Product Type, and Service dropdowns     * **Industry**: Select the relevant industry to populate the options for Product, Product Type, and Service dropdowns
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       * When a foreign currency is selected, Unit Price is shown in both local and foreign currencies.       * 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.       * Updates to Unit Price in either currency will automatically recalculate the corresponding value using the exchange rate.
 +      * {{mdi>calculator}}: Opens the **Derive Net Price from Gross (incl. SST)** dialog. //Only shown when the item is SST taxable.//
 +        * **Gross Price (incl. SST)**: Enter the price you were quoted or charged, which already includes SST.
 +        * **Derived Net Price (excl. SST)**: The corresponding SST-excluded price, calculated automatically based on the applicable SST rate.
 +        * Click **Apply** to set this as the item's **Unit Price**. //Because the derived price is rounded to 2 decimal places, re-applying SST to it may not reverse exactly back to the gross price you entered.//
     * **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.       * When a foreign currency is selected, Subtotal is shown in both local and foreign currencies.
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     * **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.       * 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** \\ {{gallery>:salesorder:salesorder_9.jpg?300x0&crop=off&0}}
     * **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)
-  *  **Discount Form** \\ {{:salesorder:salesorder_8.jpg?500|}}+  *  **Discount Form** \\ {{gallery>:salesorder:salesorder_8.jpg?400x0&crop=off&0}}
     * **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.
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 ++++ Delivery: Specify delivery details and the warehouse for stock deduction. | ++++ Delivery: Specify delivery details and the warehouse for stock deduction. |
 == Delivery == == Delivery ==
-\\ {{:salesorder:salesorder_4.jpg?500|}}+\\ {{gallery>:salesorder:salesorder_4.jpg?500x0&crop=off&0}}
   * 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.
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     * **Remark**: Any additional notes or comments related to the delivery/return     * **Remark**: Any additional notes or comments related to the delivery/return
     * {{mdi>truck}} **Ship**: Button to edit shipping information for the delivery items. //(Button is disabled if there are unsaved delivery order changes)//.     * {{mdi>truck}} **Ship**: Button to edit shipping information for the delivery items. //(Button is disabled if there are unsaved delivery order changes)//.
-  * **Delivery/Return Form** \\ {{:salesorder:salesorder_10.jpg?400|}} {{:salesorder:salesorder_12.jpg?400|}}+  * **Delivery/Return Form** \\ {{gallery>:salesorder:salesorder_10.jpg?400x0&crop=off&0}} {{gallery>:salesorder:salesorder_12.jpg?400x0&crop=off&0}}
     * //Form is read-only once the sales order has been invoiced. Any modifications should be made directly to the corresponding invoice.//     * //Form is read-only once the sales order has been invoiced. Any modifications should be made directly to the corresponding invoice.//
     * **Delivery/Return Note No.** :The unique identifier for the delivery/return note. Automatically generated by the system.     * **Delivery/Return Note No.** :The unique identifier for the delivery/return note. Automatically generated by the system.
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 ++++ Job Completion: Records the progress and completion status of the services linked to the sales order. | ++++ Job Completion: Records the progress and completion status of the services linked to the sales order. |
 == Job Completion == == Job Completion ==
-\\ {{:salesorder:salesorder_13.jpg?500|}}+\\ {{gallery>:salesorder:salesorder_13.jpg?500x0&crop=off&0}}
   * The following options are located on the toolbar   * 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.     * **Job Completion Status**: Displays the current job completion status (e.g., None, Partial, Completed) of the sales order.
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     * **Service Date**: The date when the services were delivered.     * **Service Date**: The date when the services were delivered.
     * **Remark**: Any additional notes or comments related to the services.     * **Remark**: Any additional notes or comments related to the services.
-  * **Job Completion Note Form** \\ {{:salesorder:salesorder_14.jpg?400|}}+  * **Job Completion Note Form** \\ {{gallery>:salesorder:salesorder_14.jpg?400x0&crop=off&0}}
     * **Job Completion Note No.** :The unique identifier for the job completion note. Automatically generated by the system.     * **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.     * **Service Date**: The date when the services were delivered.
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 ++++ Payment: Recording sales order payments | ++++ Payment: Recording sales order payments |
 == Payment == == Payment ==
-\\ {{:salesorder:salesorder_5.jpg?500|}}+\\ {{gallery>:salesorder:salesorder_5.jpg?500x0&crop=off&0}}
   * The following options are located on the toolbar   * The following options are located on the toolbar
     * **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.
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       * **Total Paid**: The total amount that has been paid.       * **Total Paid**: The total amount that has been paid.
       * **Amount Due**: The outstanding balance that remains to be paid, calculated as **Total Billed minus Total Paid**.       * **Amount Due**: The outstanding balance that remains to be paid, calculated as **Total Billed minus Total Paid**.
-  * **Payment Form** \\ {{:salesorder:salesorder_11.jpg?500|}}+  * **Payment Form** \\ {{gallery>:salesorder:salesorder_11.jpg?400x0&crop=off&0}}
     * //Form is read-only once the sales order has been invoiced. Any modifications should be made directly to the corresponding invoice.//     * //Form is read-only once the sales order has been invoiced. Any modifications should be made directly to the corresponding invoice.//
     * **Receipt No.**: The unique identifier for the payment receipt. Automatically generated by the system.     * **Receipt No.**: The unique identifier for the payment receipt. Automatically generated by the system.
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       * **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.       * **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.         * 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. 
 +    * Attachment: Attach transaction receipt as images or PDF files. 
 +      * **Upload Receipt**: Click Upload Receipt and select an image/pdf file. 
 +      * Alternatively, simply drag your file from your computer and drop it into the designated upload area 
 +      * Attachment Options: 
 +        * {{mdi>eye}}: Open and preview the image or PDF. 
 +        * {{mdi>delete}}: Remove the attachment.
     * **View Receipt**: View, print and share receipt document.     * **View Receipt**: View, print and share receipt document.
 ++++ ++++
 ++++ Document: Edit the header and footer templates of the sales order. | ++++ Document: Edit the header and footer templates of the sales order. |
 == Document == == Document ==
-\\ {{:salesorder:salesorder_6.jpg?500|}}+\\ {{gallery>:salesorder:salesorder_6.jpg?500x0&crop=off&0}}
   * **Subject**: The subject line  of the sales order. Defaulted to the sales order subject configured in Settings.   * **Subject**: The subject line  of the sales order. Defaulted to the sales order subject configured in Settings.
   * **Footer**: The footer section of the sales order. Defaulted to the sales order footer configured in Settings.   * **Footer**: The footer section of the sales order. Defaulted to the sales order footer configured in Settings.
  • salesorder.1783576931.txt.gz
  • Last modified: 2026/07/09 06:02
  • by chillhubadmin