Entry Time Information

Menu

Transaction

Sale

Information Panels

Party Details

Position: Below the Item Table on the right side.

Whenever you select the party, the party values to be used in the sale are brought and saved in the sales form.

Other static party details are shown in the designated area below the item grid.

The details of the party being selected is shown in this section of the screen. This area is shared for showing the items details - Once the party selected work is over this section is used to details of the selected item.

Item Entry

The Item Entry area is dotted with information to optimize the process of selecting an item for the bill.

1. Item Combo

• Select the item.
• Check ShrtCd, to arrange the drop-down list by the Short Code field.
• Check Mfr, to show name of manufacturer in the drop-down list.
• Check Unused, to show all items, otherwise unused items are hidden.
• This panel also shows total stock of then item (i/stk).
• Use the N button to add a new item or update the selected item in the item master.

2. Batch List

When the Batch field is in focus, the list of batches available is displayed. As you select a batch its stock is shown at next to the batch field (Point 3).

Check Show 0 Batch (Point 16) to show all batches - with or without stock. If not checked, you will be shown only batches that have stock.

3. Batch Stock

b/stk shows the stock for the selected Batch.

4. No Discount

Check nd next to the Ds% to indicate a no-discount item. Discount will always be 0 for the nd items, no matter what discount is given for the bill.

5. MRP Incl

Check Incl to indicate the MRP is inclusive of taxes.

6. Trade Rate Incl

Check Incl to indicate the Trade Rate is inclusive of taxes.

7. Purc Incl

Check Incl to indicate the Purc Rate is inclusive of taxes.

8. Scheme Calculator

Use this to calculate the scheme in percent for a scheme announced in free quantity.

for eg.
if Scheme = 4 + 1 then its percent value is 20%

The result of this calculation is directly entered into the Sch% field.

9. Expiry

The title of Expiry changes to show the expiry status according to the expiry date.

The format of the title is Exp (MM) / AX

• MM is the number of months to expiry
• A is optional, it shows only if party specific minimum expiry is set
• X is number of the minimum expiry set

for eg

	String	Interpretation
	(19)/A4	The product has expiry life of 19 months and party specified minimum expiry of 4 months is being checked.
	(19)/3	The product has expiry life of 19 months and global minimum expiry of 3 months is being checked.
	(19)	The product has expiry life of 19 months no minimum expiry setting is applied, so any unexpired item will be accepted
	(no title)	The product has expiry life of 19 months no minimum expiry setting is applied, so any unexpired item will be accepted
	(-5)	The product has expired 5 months ago. This item will not be added into this sale entry.

Check Allow Any Expiry to override the minimum expiry setting.

10. Margins

• R:00.00% shows the retailer's margin - TrRate to MRP
• S:00.00% shows the stockist's margin - PurcRate to TrRate

11. GST and Scheme

The GST and Scheme from the Last Purchase of selected batch.

Batch (GST% - HSNCode) Scheme

Scheme is the value entered in the scheme column of the last purchase entry for that particular batch.

13. Buttons

There are 4 buttons here...

Button	Description
T	Show Item Status
X	Show Sale History of selected item for selected party
Z	Show Purchase History of selected item
H	Show Sale History of selected item for selected mobile number

14. By Manufacturer

By default, the list of items added in the grid is showed in the order of entry. If By Mfr is checked then the items are listed in ordder of manufacturer.

15. Last Sale Details

If the item has been sold the selected party earlier, the details of the last sale is shown below the Add, Change, Delete buttons.

• Date of Last Sale
• MRP
• Tr Rate
• Qty
• Scheme Given
• Net Rate

16. Show 0 Batch

Check on this Show 0 Batch controls the list of batches shown in point 2 above.

17. Net Rate

The all inclusive (rate - scheme - discount + taxes) value per unit of the item is shown in the Net Rate.

Net Rate = Gross Value / (Qty + SQty)

18. Item Values

Position: On the right side of Item Entry

The Items Values panel is displayed on the right side of the Item Entry panel. Values of Sch, Dis, Taxable Amount, CGST, SGST, IGST, Cess and Gross Amount

Color Indicators

The Sale Entry form uses background color throughout as a quick visual cue, so you can spot something that needs attention without reading every field. The same few colors repeat with the same meaning across the form:

Color	Meaning
hotpink / red	Critical — blocks the bill or needs immediate correction
orange / orangered	Warning — needs attention or verification
lightpink / aqua	Caution — informational, worth a second look
lightgreen / blanchedalmond	Good / informational only — no action needed

NRx or H1 Items

Item Description Area — updates to match the item currently selected in the item combobox:

Item Type	Color
NRx Item	orangered
H1 Item	orange
Other	default

Footer Area — reflects the whole bill, not just the item currently selected:

Condition	Color
Any item in the bill is NRx	orangered
No NRx item, but any item in the bill is H1	orange
No NRx and no H1 item in the bill	default form color

Stock Status (Min / Max / Stk)

The item grid shows Min and Max (reorder point and maximum stock level, from the Item Master) and Stk (current stock) next to Qty for every line. These are colored to flag items that need reordering or that are overstocked:

Highlighted Columns	Condition	Color
Qty and Min	Current stock is at or below Min	aqua
Qty and Max	Current stock is above Max	blanchedalmond

info

Min and Max are set per item in the Item Master. A value of 0 disables that check for the item — a 0 Min never triggers the reorder color, and a 0 Max never triggers the overstock color.

Excess Scheme

If the scheme given is more than the scheme marked, the Sch% and FQty panels turn  lightpink . dsGST computes schemes in both % (percent) and free goods against the permitted scheme text.

Trade Rate less than Purchase Rate

The Purchase Rate panel turns  hotpink  if the trade rate is less than its purchase rate.

Product Expiry

Condition	Color
Expiry status qualifies	lightgreen
Expiry status does not qualify	hotpink

The program has a default minimum expiry setting of 0 months, i.e. the product must have a minimum life of 1 month.

Minimum Expiry Setting

• Global default Minimum Expiry in sale can be configured in the Set Default
• Party specific Minimum Expiry can be set in the Account Master

Use the Allow Any Expiry checkbox to override the Minimum Expiry setting and allow sale of any unexpired items.

Tax Panels

Condition	Panel(s)	Color
In-state party, IGST is not zero	IGST	hotpink
Out-of-state party, CGST or SGST is not zero	CGST and SGST	hotpink
CGST% not equal to SGST%	CGST% and SGST%	orange

Bad Bill Amount Mismatch

If the calculated bill value does not match the saved bill value, the Net Value panel turns  red .

B2B or B2C Party

If the party's GSTIn field is not empty, it turns  orange .