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 [2026/09/29 04:21] – chillhubadminsalesorder [2026/09/29 07:23] (current) – chillhubadmin
Line 93: Line 93:
 ++++ 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 ==
-\\ {{gallery>:salesorder:salesorder_2.jpg?500x0&crop=off&0}}+\\ {{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.
Line 152: Line 152:
       * {{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
Line 176: Line 176:
 ++++ Items: Adding and managing products or services in the sales order. | ++++ Items: Adding and managing products or services in the sales order. |
 == Items == == Items ==
-\\ {{gallery>:salesorder:salesorder_3.jpg?400x0&crop=off&0}}+\\ {{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).
Line 201: Line 201:
       * **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** \\ {{gallery>:salesorder:salesorder_7.jpg?500x0&crop=off&0}}+  * **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
Line 232: Line 232:
     * **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** \\ {{gallery>:salesorder:salesorder_9.jpg?400x0&crop=off&0}}+  *  **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** \\ {{gallery>:salesorder:salesorder_8.jpg?500x0&crop=off&0}}+  *  **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.
Line 350: Line 350:
       * **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** \\ {{gallery>:salesorder:salesorder_11.jpg?500x0&crop=off&0}}+  * **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.
Line 369: Line 369:
       * **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.
 ++++ ++++
  • salesorder.1790655680.txt.gz
  • Last modified: 2026/09/29 04:21
  • by chillhubadmin