Please go through Registering a Purchase before reading this post – Since, if you have learned the Purchase section you have also learned the Sales section as the layout and logic of both these sections are the same
On clicking the SALES button on the Keyboard, the SALES REGISTER opens, This form serves as a Sales Register, where sales invoices can be made.
To make a sale, A Customer account should be created, To register a Customer click on the CUSTOMERS button on the bottom of the form, The CONTACTS form will open, click on the ADD button to add a new Customer or select a Customer name and click on the Edit button to edit an already registered Customer. The Contact form is the same form used to register Vendor / Supplier earlier and can also be used as a Contact Management Software by other non accounting members of Business, Home and Office.
Returning to the SALES REGISTER, Select Customer in the CUSTOMER field and continue with entering data in all the other fields such as
- Date – Date of Sales
- No. – Invoice Number (Leave blank for Auto Numbering)
- Ref/Others. – Customer LPO ref. etc.
- Note. – Notes if any
- Sm. – Name of Salesman
- Tr. – Type of Purchase Transaction, Cash, Credit etc.
After entering data in all the above fields, press tab or enter to come down to the Subform, where the Material details are to be entered. Select the Material Code from the Combo field and all other details of the materials will be auto filled, enter the sales quantity and tab on to the next field to select the next material code, select and enter all materials required with their respective ordering quantity.
Ticking the Deduct column will change the invoice amount into minus amount converting the invoice into a Credit Note. The details in the Discount % (D%) and Price field can be edited and changed to meet requirements directly without going into the Materials form.
After entering all the Materials and their required quantities click on REFRESH button, and then click on any of the required invoice buttons on the Ribbon (A collection of button on the top portion of the Program) to preview and print the Sales Invoice required.
Users can also click on the PRINT button or use Keyboard Shortcuts to print Sales Invoices in various size and formats.
The SALES REGISTER form and the Ribbon contains some other reports, the details of which are as below
Location – SALES REGISTER form:
- DAILY SALES (report) – Returns the total daily sales of the day
- Location – RIBBON:
- SERACH (form) – Returns all sold material details for search.
- SALES (form) – Returns all the sales made todate for search.
- DELIVERY (form) – Returns the delivery status of the materials sold
For all the other reports on the SALES REGISTER form and ribbon, the caption on the Report is self explanatory.