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CHAPTER 5

Sales

CHAPTER OBJECTIVES
Use the sale assistant to choose typical customers terms & create

customer cards & enter historical sales


Create sale order Record sales invoices Record tax-inclusive & tax-exclusive sales transaction

Record cash sales & customer deposits


Print sales documents & reports

SALES COMMAND CENTRE


Sales register

Enter sales
Receive payments Print / email statements Print / email invoices

Print receipts
Transaction journal

SALES COMMAND CENTRE


Sales register

Enter sales
Receive payments Print / email statements Print / email invoices

Print receipts
Transaction journal

SALES COMMAND CENTRE


Editing Company Information

Choose setup from the menu bar, select Company Information

change the name to LUKE WARM you name


Then click OK Using Sales Assistant

Setup Easy setup assistant


Click Layout to move to layout window We will keep this as Item Invoices by selecting Item.

USING SALES EASY SETUP ASSISTANT

Click on

USING SALES EASY SETUP ASSISTANT

click

USING SALES EASY SETUP ASSISTANT

click

USING SALES EASY SETUP ASSISTANT

click

USING SALES EASY SETUP ASSISTANT

click

USING SALES EASY SETUP ASSISTANT CREATING CUSTOMER CARDS

click

USING SALES EASY SETUP ASSISTANT CREATING CUSTOMER CARDS

USING SALES EASY SETUP ASSISTANT CREATING CUSTOMER CARDS

Click on

USING SALES EASY SETUP ASSISTANT CREATING CUSTOMER CARDS

Click on I arrow

USING SALES EASY SETUP ASSISTANT CREATING CUSTOMER CARDS

Click ok

USING SALES EASY SETUP ASSISTANT CREATING CUSTOMER CARDS

USING SALES EASY SETUP ASSISTANT CREATING CUSTOMER CARDS

Fill in the details & then go to card details- Keep I as Identifier & click on selling details & keep as a default & click Ok

USING SALES EASY SETUP ASSISTANT CREATING CUSTOMER CARDS

Card details- Select B

USING SALES EASY SETUP ASSISTANT CREATING CUSTOMER CARDS

Click on Actions

USING SALES EASY SETUP ASSISTANT CREATING CUSTOMER CARDS

click

USING SALES EASY SETUP ASSISTANT CREATING CUSTOMER CARDS

USING SALES EASY SETUP ASSISTANT CREATING CUSTOMER CARDS

click

USING SALES EASY SETUP ASSISTANT CREATING CUSTOMER CARDS

click

USING SALES EASY SETUP ASSISTANT CREATING CUSTOMER CARDS

click

USING SALES EASY SETUP ASSISTANT CREATING CUSTOMER CARDS

Click yes

USING SALES EASY SETUP ASSISTANT CREATING CUSTOMER CARDS

click

CREATING EMPLOYEE CARDS


Go on to card file Click on Card List then go to employee Tab Click New enter details as last name Brivis & first name Belinda Now add 2 more to the list follow the same step Last name - Lennox, First Name- Larry Last name Vulcan, First Name - Victor

CREATING INVENTORY
You will now click on Inventory Command list Click on Item list Click NEW add these details as shown

CREATING INVENTORY
Profile Page Item No Name HDP Hotbox Domestic Pro Unit Tick 4-1400 HI Hotbox Industrial Unit Tick 4-1400

I sell this Item Income Account Selling Details Page Base Selling price Selling unit of Measure

$5900 Each

$9750 Each

Tax code when sold


Inclusive/Exclusive Calculate Sales Tax on

GST
Tick Actual selling price

GST
Tick Actual Selling Price

CREATING INVENTORY
Profile Page Item No Name HIP Hotbox Industrial Pro Unit Tick 4-1400 LI Installation Labour Tick 4-1200

I sell this Item Income Account Selling Details Page Base Selling price Selling unit of Measure

$16,250 Each

$50.00 Hours

Tax code when sold


Inclusive/Exclusive Calculate Sales Tax on

GST
Tick Actual selling price

GST
Tick Actual Selling Price

CREATING INVENTORY
Profile Page Item No Name I sell this Item Income Account LRS Repairs & Service Labour Tick 4-1100 M Material {not itemised} Tick 4-1300

Selling Details Page


Base Selling price Selling unit of Measure Tax code when sold Inclusive/Exclusive Calculate Sales Tax on $45.00 Hours GST Tick Actual selling price $0.00 Total GST Tick Actual Selling Price

CREATING INVENTORY

EDITING EXISTING CUSTOMER CARDS


Now go to card card list All cards click on Coldhouse,Colin - click on Actions Edit Credit Limit & Hold & change this to $20000.

EDITING EXISTING CUSTOMER CARDS


Now click on arrow of Cash Sales & create this as Cash sales Business & create new card & call it as cash Sales individual by marking correct identifier, Thus we get

Look at this now

RECORDING SALES ORDER


SALES Then click on - Enter sales Fill al the details as below.

Layout change & details added

click

RECORDING SALES ORDER

RECORDING SALES ORDER

CREATING INVOICES FROM SALES ORDER


Sales Enter Sales Customer type T & Tab & now Pick PO no 2

click

CREATING INVOICES FROM SALES ORDER

click

CREATING INVOICES FROM SALES ORDER

SEARCHING FOR A SALE USING TRANSACTION JOURNAL

Click on the arrow

RECORDING CASH RECEIVED ON CONVERTED ORDERS

click

RECORDING CASH RECEIVED ON CONVERTED ORDERS

Click on

RECORDING CASH RECEIVED ON CONVERTED ORDERS

USING BACK ORDER

Type

USING BACK ORDER

USING ANALYSIS TO VIEW RECEIVABLES

Click on analysis then Filter

PRINTING REPORTS

PRINTING REPORTS

PRINTING REPORTS

END OF CHAPTER 5
Created by Shankar Viswanath

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