Category: III. Sales

How to create a Tracking Record

How to create a Tracking record, III. Sales, User Guide

To keep track and check if the orders are correct, a tracking record may be created for the warehouse and delivery personnel.

Note: To do this, you must first create a Delivery Receipt before creating a tracking record. The Delivery Receipt is the reference of your tracking record. Follow our instructions on How to create a Delivery Receipt.

In order to create a tracking record, please follow the steps below:

1. On Sales menu, click Tracking, and click Create New button.

2. Fill in the tracking details and click Save.

3. Select the Delivery/Invoice Number to be picked as this is the reference of your tracking record and click Add.

4. Check the items before clicking Post then click Proceed. click Print Pick-list button. When Print Pick-list has been clicked, the tracking record will be posted and cannot be edited.

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How to create a Delivery Receipt

Create Delivery Receipt, III. Sales, User Guide
https://www.youtube.com/watch?v=CQuUrxnRAQs

Note: A Sales Order must be created first before creating a Delivery Receipt. You can follow our instructions on How to create a Sales Order.

When the customer orders are ready for delivery, you may now create a Delivery Receipt. But before creating a delivery receipt, a Sales Order must be created.

To create a delivery receipt, please follow the steps below:

1. On Sales menu, select Delivery, and click Create New. 

2. Select Sales Order number, then select the Sales Order on the dropdown. Input the Delivery Number, if necessary. Company and Customer will automatically display once the sales order number is chosen.

3. Select the Branch where the items were taken. Fill out the Shipping Details, and other necessary information. Add Remarks if you want to add a note on the delivery.

4. Always click Save every after filling all the details.

5. Items from the selected Sales Order is automatically displayed. Edit the quantity to be delivered (can be in full or partial), and click Save Changes button. Note: Multiple Delivery Receipts can be created for 1 Sales Order until fully delivered.

6. Double-check the details and click For Delivery, then Proceed. You may now print your copy and customer’s copy by clicking the Print button. Then you’re now ready to deliver the items. The status will be marked ON DELIVERY.

Note: After the item(s) have been delivered, go back to Delivery. Select the DR NUMBER of the delivered items and click Delivered button. Set the delivery date and click Proceed. The status will now be marked DELIVERED.

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How to create a Sales Order

Create a Sales Order, III. Sales, User Guide

Begin your transaction with your customer by creating a Sales Order. Look at the details below for the complete instructions.

Note: Products must be encoded in the system in order to create a Sales Order. If you have not encoded products yet, follow our instructions on How to setup a product record.

How to create a Sales Order

1. On Sales menu, select Sales Order, and click Create New button.

2. Select the name of the Customer. Click Save. Other details are automatically displayed if you fill out all its details in the MAINTENANCE tab. Otherwise, input the information manually.

3. Choose the item ordered by the customer, including the quantity. The price will be automatically computed. Click Add to add more sales order.

4. Double check the details and click Submit then Proceed.

Note: You may now proceed on How to add payment record to Collection.

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