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Sales

Sales is the second feature after the dash board.

The sales feature contains

  • Estimates
  • Payments
  • Invoices
  • Items

when you click on estimate you see the estimate overview and Create new estimate, when you open it you wiil see the fields to fill in order to add new estimate they are

  • Customer 
  • Estimate date
  • Expiry date
  • Tag
  • Currency
  • Status
  • Sales agent
  • discount type
  • Admin note
  • Item
  • Description
  • Quantity
  • Rate
  • Tax
  • Amount
  • Client note
  • terms and condition
  • Save

Under Invoice you will see the

  • invoice overview
  • create new invoice
  • Batch payments
  • Reoccuring invoices
  • export

When you click on create new invoice you see

  • Customer
  • Bill to
  • Ship to
  • Invoice number
  • Invoice date
  • Due date
  • Tag 
  • Payment mode
  • sales agent
  • Currency
  • Discount type
  • Recuring invoice
  • Admin note
  • Item
  • Description
  • Quantity
  • Rate
  • Tax
  • Amount
  • Save as draft
  • Save

When you click on the payment feature you will see the payment overview, there you will also see

  • Invoice no
  • vat number
  • Payment mode
  • Transaction ID
  • Customer
  • Amount
  • Date

When you click on Item you see

  • item overview,
  • new item,
  • import item,
  • group, export,
  • bulk action

When you click on new item to field to fill pops up, on the field you will see

  • Description
  • Long Description
  • Rate in NGN
  • Rate in EUR
  • Rate in USD
  • Tax1
  • Tax2
  • Unit
  • Item group
  • save

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