Currently " Create Delivery Memo" or "Create Goods inward" Feature is their, but no share option in application. For now you can share "Dispatch order"(which is delivered) with your customer in text, PDF, Excel.
- There are two ways to create delivery note and Receipt as below: 1. Create delivery note from sales order detail directly. - From order detail >> click on " create delivery memo" from right upper corner of toolbar >> Now, save Delivery memo. (Follow same steps to create goods inward also.) 2. Create Delivery [...]
When i am taking sales order then the orders which i sent to boss goes in pdf to whatsapp and other apps. So can i send that daily data to boss as an excel sheet also?
Yeah, you can export orders from import/export screen and share with your boss. That file will be in ".csv" but you can view it in excel also.
Is there any restriction for number of orders or data entries to be entered in a day, In a day 2000 sales orders can be taken.
- There is No limitation, but as we have tested with 1000 orders.so if you have any problem then please let us know.
- For printing orders,first have to Subscribe print feature(but you can check trail period) - Now, Connect device with bluetooth printer. - From order detail, click on "+"icon >> Share>>Select print option - Application search for bluetooth printer device and connect. - Now, when you click on print option the order detail will print. - [...]
Steps :To add new tax class and tax rate: - From Dashboard select Utilities >> Manage Tax. - Click on "+" icon on right upper corner to add new tax class and rate. - Select tax class from dropdown or add new tax class. - Now, add tax rate discription and its percentage value and [...]
While creating order on Tax order form, there is option to add/upload/attachment image with order to share with third party. Steps: - On tax order form, click on middle "+" icon. - Now, click on "order image" - Attach any image as per requirement and save it.
Yes. You can use product based tax and GST as below. >>On product page screen, select Tax Status as "Taxable" and class which you want to apply. >>Now on tax order form, when you select product with taxable status will get option as "Add Tax"in green color. >>Click "Add Tax" and select which tax you [...]
How Can I Add Firm logo, product description, barcode, product code signature in pdf for sales order and purchase order?
-User has to "ON" the configuration for product description, barcode, product code and Signature from settings. Select Settings from dashboard >>PDF Configuration>> On configuration as per requirement. Now if user added any information will reflect on PDF and Excel. For Adding firm logo and signature click on Firm Details >> on pop up right upper [...]
-If user has to add any other additinal information of order then follow below steps: >> Go to tax order form >> After selecting product click on "add button" from middle >> some fields will open >> now select order additional information from dropdown or if in dropdown not available then can click on add [...]
If user has to add any other additinal charges then follow the below steps: >> Go to tax order form >> After selecting product click on "add button" from middle >> some fields will open >> now select additional charges from dropdown or if in dropdown not available then can click on add new charges [...]
The sales order that is shared with my boss in PDF via whatsapp and other apps.can it be shared via excel sheet ?
-Yes, you can export orders from import/export screen and share it with your boss. That file will be in ".csv" but you can view it in excel also.