The Sale Module in CloudMA ERP allows users to add new sales transactions, including customer details, products, discounts, and payment information. Follow these steps to create a sale.
From the Dashboard, go to the Sale Module and click on Add Sale/Bill (Ref Mode).
Fill in the required fields:
Select the Date of the sale.
Choose the Warehouse where the sale is recorded.
Select the Biller responsible for the sale.
Enter the Customer details (or add a new customer if needed).
Set the Currency and Exchange Rate if applicable.
Use the product search bar to find and add products to the sale. Enter the quantity, batch number, and expiration date if applicable.
Choose the applicable Order Tax and Order Discount Type (flat or percentage-based discount).
Select the Payment Status (Pending, Paid, Partial) and enter the received amount.
Choose the Payment Method (Cash, Card, Bank Transfer, etc.).
If necessary, upload supporting documents related to the sale.
Click the Submit button to save the sale in CloudMA ERP.
Ensure the customer details are correct before finalizing the sale.
Discounts and taxes should be applied correctly to avoid errors in reports.
Sales can be managed from the All Sale/Billing List section.
Ensure payment details are accurate before submitting.