TRANSACTION --> SALES

SALES module in the Transaction includes the sales of the materials. This could be selling the materials do different franchise outlets from the warehouse outlet or selling of materials to different outlets from one outlet.

The different modules discussed in this document are listed below.

SALES TAX

Sales Tax module is to create taxes for the sales of the materials.

STEP 1: Go to HOUSE -->TRANSACTION -->SALES --> SALES TAX. The following page appears.

STEP 2: Click on CREATE SALES TAX. The following page opens. Add the Name, Percentage, and Select on what the tax has to be applied.

CUSTOMER

It allows us to create credit customers for sales of the materials.

STEP 1: Go to HOUSE -->TRANSACTION -->SALES --> CUSTOMERS. The following page appears.

STEP 2: Click on CREATE CUSTOMER. The below page opens.

Add customer Name, Contact details, and the address. Select the Customer Price Tag (See below to understand how to create) and SAVE.

NOTE: The Price tag can be used to allow us to sell the materials at different prices for different customers.

You can create the Price Tag, Follow the below steps.

STEP 1: In the CUSTOMER sub-module, click on PRICE TAG as shown below.

STEP 2: The following page appears, Click on CREATE CUSTOMER PRICE DEFINITION LIST. The below POP up in the second picture appears.

Fill in the Name and SAVE.

STEP 3: Once the TAG is created, You have to edit the Price of the item, For this Click on EDIT PRICE LIST as marked in the picture.

STEP 4: Click on EDIT CUSTOMER PRICE TAG.

STEP 5: Select the Price Tag and Click on EDIT to edit the price of any item, then edit the items and SAVE.

ORDERING

These are the orders created for the sale of the materials, it could be sold to a different location (outlet) or to a different restaurant also, as explained above.

This section is to create a Sales order.

STEP 1: Go to HOUSE --> TRANSACTION --> SALES --> ORDERING.

Her we can see a summary of the Number of Pending orders, number of Approved, Declined, or Yet to be Received orders.

STEP 2: Click on CREATE SALES ORDERS. Fill in all the details and SAVE.

STEP 3: The Status of the newly created Sales Order will be in Pending. The status can be changed by clicking on Approve under ACTIONS.

You can also Edit, Delete, or Print the Orders by clicking on the respective functions under ACTIONS.

DELIVERY ORDER

Once the Sales Order is created and approved by the customer, then it is required to create a Delivery Order for the delivery of the items.

STEP 1: Go To HOUSE --> -->TRANSACTION -->SALES --> DELIVERY ORDER.

STEP 2: Click on CREATE SALES DELIVERY ORDER. The following page appears, Fill in the details and SAVE.

NOTE: The Delivery Order Invoice will be No until the Invoice for Delivery Orders are created.

SALES INVOICE

The invoice for the SALES Orders can be created in this module.

There are two ways to create Invoices in Dine Connect

Create Invoice - This requires the Sales Order and Receipt
Create Direct Invoice - Does not require a sales order or Receipt.

STEP 1: Go to HOUSE --> TRANSACTION --> SALES --> SALES INVOICE.

STEP 2: Click on CREATE SALES INVOICE. Add the Supplier Name, The Select the Purchase Category, Mode, Add the Receipt number, and all amount and material details and SAVE.

NOTE: While creating a Direct Sales Invoice, You don't have to input the Receipt number.