- To make a sales order first click on the sales module (encircled in green)
- Later click on the create sales order (encircled in yellow)
- Fill in the customer name in case of sale or the outlet name in case of the transfer order in the buyers name.
- Fill in the delivery address in the byers delivery address column and the pick up address in the respective places.
- As you scroll below order date and expected delivery date will be autofilled.
- Later select in the item, the number of quantiry needed in the respective column.
- Click on the add blue button.
- Later click on save and send.
SCREEN 4 – CONVERT TO INVOICE
Later click on the transaction and click on the convert invoice button.
- Fill in the invoice number in case of a sale, for transfer orders leave the space blank.
- Payment due date, payent terms and payment mode can be filled for sale of goods to customers.
- Later click on save button on the top right side of the screen.
Later click on the drliver button and then again click on the delive button (as given below).
This brings us to the end of the IMS module -11 … Thank you.