- Here in this page user has to select the customer name from the drop - down. - - Add product with quantity. - User can add product scanning bar-code. - User can search particular product directly in the search block . - Here "preview" will show the products which you have added with total [...]
- If user want to use tax, shipping and discount in additional with order, that time user can use tax order form. - Same as standard order form select customer and add products. - User can add product using barcode from upper right corner . Select tax : - By clicking on“Select tax” field, select [...]
Here user can update inventory and use that as a reference while taking sales order. Order form with inventory is where user can order the product as well as maintain stock. - Select Customer Name from drop-down. - User can search particular product directly in the search block. - By clicking on “ +” or [...]
- In orders user can see all the list orders which user had placed . - User can search, filter( by status and by date) according to requirement from toolbar drawer menu. - User can directly switch from order list to order form page by tapping on " +" button from toolbar. - In order [...]
Order history contain the placed order List. - Select customer name whose order history you want. - Select date filter and click on search button. - By selecting customer name, order history of that particular customer will display in screen. - User can select the order which has to place again by clicking on checkbox. [...]
In Price history, rates charged on previous deals with product name,date and rate are saved and can be used as reference to quote. - Add the detail like Customer Name and Product Name from drop-down menu. - Select date by clicking on calender icon. - Enter price and select unit from drop-down or user can [...]
Rate history management to help with quoting rates. - Add detail and click on Search button. - Search rate display the Amount and date for that particular product and customer which you have added from price history management.
Draft is useful for saving order temporary in draft before placing orders. -Which reduce our time to re-create order from standard order or from order form inventory, but suddenly when you click on back button before saving the order then application ask for " save as draft". -After clicking on "yes" it will be saved [...]