Sales Form
Three modes of the sale form are shown below
The sales form is based on the Transaction Screen interface of dsGST.
Open the Sales entry window using the above menu option.
Display Mode
The Add New and Edit buttons will be visible and clickable only if you have proper permission.
New Entry Mode
The form will open in the Display Mode with the last sale entry visible on the screen. To start a new sales entry press the Add New button.
Edit Mode
If you want to edit any entry, you need to bring that entry on the display form by using Prev, Next and Last buttons or finding it by its document number. You can open the required entry directly from some Report or Dashboard.
Once you have the required sale document in display press Edit to start editing.
Stock Level (Min / Max)
While you pick an item, its Min (reorder level) and Max stock, as set in the Item Master, show next to the item details, and the quantity is colored when current stock is at or below Min, or above Max. See Stock Status (Min / Max / Stk) for the colors.
Short Items
When a party asks for an item you can't supply in full, record it as short so purchasing can follow up:
- While adding or editing a bill, select the item and enter the quantity the party wanted.
- Click Short F8 — or Urgent if the party needs it quickly. The quantity box flashes blue (short) or red (urgent) to confirm. An item already marked short for the same party recently isn't added twice; clicking Urgent on it just flags it as urgent.
The Short button on the Sale form opens the Short Items list for that party for the last 7 days, so you can see what they were short of before billing them again. The full list, with filters by party, item, manufacturer, supplier, city and collection group, is under:
Mark entries Done there once they've been ordered or supplied.