Step by step
- Open Sales > Draft List, click Action on the draft and choose Edit.
- Check the Customer and the Date. Status decides what saving does: Draft keeps it as a draft, Quotation or Order turns it into a quotation or a sales order, and Final completes the sale.
- To add a product use Search Product, set the Quantity, Unit Price, Discount and Unit Tax, and press Add. Click a line of the table to change it; its remove icon takes it out.
- Enter Sale Discount, Sale Tax and Shipment Charge if needed, and the shipment details when the goods are to be delivered.
- For a final sale or an order, enter the money taken now in Received Amt. and choose the Type/Method and the Debit A/c. Split Payment takes it in more than one method.
- Press Save Changes (F8).
Good to know
- Only Final reduces the stock and posts the sale to the ledger of the customer; Draft and Quotation change nothing.
- Received Amt. is booked only when the Status is Final or Order.
- A due or partly paid final sale needs a listed customer, and a quotation or an order always needs one.
- When the quantity is more than the stock and Allow Over Stock Selling is off, the product cannot be added.