دليل المستخدم: شاشة فاتورة عرض سعر

User Guide: Quote Invoice Screen - Sales System Smart Pro ERP

Accessing the Quote Invoice Screen:

1. After logging into the system, go to the side menu.
2. Click on "Sales System" in the menu.
3. Select the "Operations - Quote" node.

Adding a New Quote Operation:

General Steps:

1. Click "New" to start a new quote invoice operation.
2. Enter the operation data in the required input fields.
3. Press "Save" to save the data.

Detailed Step-by-Step Instructions:

1. "New" Button:

• Steps:

1. Click the "New" button to start a new quote invoice operation.
2. The input fields on the screen will be initialized where you can enter the details of the new operation.
3. Enter the required information in the mentioned input fields (Branch, Warehouse, Payment Method, Customer - Seller - Print Template).
4. Click "Save" to save the operation.

2. "Save" Button:

• Steps:

1. After entering the operation details, click the "Save" button.
2. The operation data will be saved in the Sales System.

3. "Payment" Button:

• Steps:

1. Click the payment button to select the payment type from the customer (Cash - Credit - Network - Check - Transfer - Network Cash).
2. You can print the operation by clicking Print or pressing F6.
3. After completing the operation, click the Close button.

4. "Discount" Button:

1. Click the discount button or press F10 to specify the discount amount and discount percentage.
2. Click the Close button after completing the operation.

5. "Print" Button:

• Steps:

1. After saving the operation, display it and click the "Print" button or press F6.
2. A report will be printed containing the operation details.

6. "Preliminary Print" Button:

1. Before saving the operation, display it and click the "Preliminary Print" button.
2. A report will be printed containing the operation details before the save process.

7. "Retrieve Data" Button:

• Steps:

1. Click the "Retrieve Data" button.
2. The data of the last saved sales operation in the system will appear, where you can modify it, cancel it, or reverse the order.

8. "Export to Excel" Button:

• Steps:

1. After displaying the operation, click the "Export to Excel" button.
2. The operation data will be saved in an Excel file that can be opened and used outside the system.

9. "Expenses" Button:

• Click the Expenses button if there are additional expenses in the sales operation.
• (Select Account Number - Account Name - Analysis Account - Payment Method - Expense Type - Description - Cost).
• Click OK to save the operation.

10. "Search Items" Button:

• Steps:

1. Click the "Search Items" button or press F12 from the keyboard and enter search information to find the required items.

11. "Additional Options" Button:

1. Fill in the required fields (Number - Invoice Date - Pricing - Cash - Bank - Check Number - Due Date - Cost Center).
2. Select the options you want to add: - Add Free Quantity - Generate Invoice Without Tax - Pull Data from Invoice - Pull Data from Quote - Select Supplier
3. Select Reference Number - Discount Method - Invoice Type - Quote Expiration Date - Notify After How Many Days.
4. Write a description of the operation.

1. You can view the invoice entry by clicking the View Entry button.
2. You can view the customer balance by clicking the View Customer Balance button.
3. You can view the delivery form by clicking the Delivery Form button.

Table for Displaying Data:

• This table is used to display the details of the items included in the quote operation in an organized manner. You can click on the item name column to select the required items.

Delete Button in the Table:

• You can use the delete button located at each row in the table to delete the selected item from the sales invoice.

Specifications and Data Displayed in the Table:

• Table rows consist of the following columns containing the following data for each item:
• Item Code: Displays the item code.
• Item Name: Displays the item name.
• Unit: Displays the unit of measurement for the item.
• Quantity: You can enter the quantity to be sold.
• Unit Price: To enter the unit price for the item.
• Total: Calculated automatically based on quantity and unit price.

Adding and Editing Items in the Table:

• Select the required item from the dropdown list.
• After selecting the item, it will be displayed in the table with its data.
• You can edit the quantity and unit price as needed.
• You can also use the delete button located in each row to remove the item from the operation.

Navigation and Search Shortcuts:

• Use the following keys to navigate and search within the sales invoice screen:
• >: To move to the next record.
• <: To return to the previous record.
• >]: To move to the last saved operation.
• [<: To move to the first saved operation.
• 🔍: To search using the operation number you want to review or view.