The Sale/Billing List module in CloudMA ERP allows users to view, edit, and manage sales transactions efficiently. Follow these steps to navigate the sale records and perform necessary actions.
From the Dashboard, go to the Sale Module and click on All Sale/Billing List.
Select the date range, warehouse, and sale status to filter and find the required sales records.
Find the sale you want to manage and click on the Action button.
Select View from the dropdown menu to open and review the sale details, including customer name, payment status, and total amount.
Click Edit to modify sale details, including items, quantities, and pricing.
Ensure all modifications are accurate before saving changes.
The Action menu also provides options to:
Generate Invoice
View Payment
Add Payment
Download A4 or POS Bill
If required, select Delete to remove the sale record from the system.
Deleted records cannot be recovered. Proceed with caution.
Invoices generated can be downloaded or printed directly from the system.
Sale records help track revenue, customer purchases, and payment statuses.
Users need appropriate permissions to edit or delete sales.
Modifying a sale after payment is processed may cause inconsistencies in financial reports.
Always verify sale details before finalizing any changes.