Follow the below steps to record batch quotation.
1. Navigate to Sales -> Sale Orders.
2. Click ‘…’ and choose Batch Sales Orders.
3. Click on the Add Sale Order.
4. The screen below will appears. Enter the details below:
You can select to key in the simple information or extended information by toggle the radio button.
Simple Field
Extended Field
Customer | Select Customer, choose to create a new customer or existing customer. |
No. | Key in a Sale Order No. or the system will autogenerate it. |
Date | Select a Sale Order Date. Note: The default date is the Current Day. |
Currency | Select Currency. Note: The default currency is Malaysian Ringgit (MYR). |
Account | Select an appropriate Account. You can create a new account by clicking +Add Account. |
Item Description | Add a Description for the transaction. |
Amount | Key in the Sale Order Amount. |
Tax | Key in Tax if any. *(Optional) |
Additional Extended field
Reference No. | Key in Reference no if any. *(Optional) |
Tags | Select a tag if any. *(Optional) |
Title | Key in the title of a sale order if any. *(Optional) |
Description | Key in the description of a sale order if any. *(Optional) |
Product | Select an appropriate Product. You can add multiple product by clicking on add item to sales order button. |
Quantity | Enter the sale order quantity |
Location | Select the location if any. *(Optional) |
Unit Price | Enter the unit price |
Discount | Key in a discount if any. *(Optional) |
5. Click on Save and you're done.
Import Batch Sales Order
Follow the below steps to import Batch Sales Order.
1. Click on the import file.
2. Click on the Simple or Extended to download the template.
3. Fill in the details in the excel template you have downloaded.
4. Next, go back to the system and click on Click to Upload.
5. Review the transaction.
6. Click Save and you’re done.