There is only one way to access Sales Transaction Screen.
From Left menu by clicking on Accounting -------> Sales Transaction.
Step 2. User click "Sales Transaction" then it will open new screen to show the information of "Sales Transaction" by Accounting.
1.Search Field: User can enter "Txn number" in this search bar.
2.Export to Excel: This button will Export your report to Excel file and it will be downloaded to your device.
3.Date: User can see "Date" of transaction in this column.
4.Txn Type: User can see "Txn type" of sales transaction in this column.
5.Txn Number: User can see "Txn number" of sales transaction in this column.
6.Customers: User can see "Customer name" in this column.
7.Due Date: User can see "Due Date" of transaction in this column.
8.Total: User can see "Total Amount" of transaction in this column.
9.Balance: User can see "Balance" in this column.
10.Edit: User click "Edit" button then it will open new screen to update the transactions.
Step 3. User click "Edit" button then it will open new screen "Customer Center" to update the records.
1.Customer Button: Customer button will show you customer list its opening balance and data on the right side table.
2.Transaction Button: This button will show transaction list and other options which are explained on the transaction heading below.
3.Adv.Search: This button will show advance options in this portion.
4. Search Field: In this field users can search company names who are already their customers.
5.Search: Search Button: After entering the search term in the search field users will click the search button to generate the search results.
6.Refresh: After doing one time search if users want to search another term then click on Refresh button.
7.Show InActive: User can select "Check box" then it will show to the active customer.
8.Customer List: This table will display customer list by default you can search for your terms from the search field.
9.Open Balance: This table will display opening balance of the customers if its present otherwise it will be zero.
10.Add Customer Button: User click "Add Customer" button a new form window will open where you have to enter your "Customer" details.
11.Edit: User click "Edit" button then it will update the customer center screen.
12.Customer Name: This term will depend on left side table when users will select a customer on left side its data will be displayed on this table. Customer name will be the name of person dealing from that company.
13.Industry: Customer "Industry" name will be displayed in this header.
14.Street Address: Customer "Street Address" will be displayed in this header.
15.City: Customer city name will be displayed in this header.
16.State/Province: Customer "State/Province" name will be displayed in this header.
17.ZipCode: Customer "ZipCode" will be displayed in this header.
18.Phone: Customer "Phone Number" will be displayed in this header.
19.Alt.Phone: Alternate phone is used by users to contact their customers when main phone number is not working if data is entered for Alt Phone it will be displayed here.
20.Fax: Customer "Fax" number will be displayed in Fax header.
21.Email: Customer Email address will be display here.
22.Primary SIC: Standard Industrial Classification (SIC) codes are four-digit numerical codes assigned by the U.S. government to business establishments to identify the primary business of the establishment.
23.Primary NAICS: The North American Industry Classification System (NAICS) is used by businesses and governments to classify and measure economic activity in the United States, Canada, and Mexico. NAICS is 6-digit code system that is currently the standard used by federal statistical agencies in classifying business establishments.
24.Corporate Employee Size: Number of employee will be displayed here in this header.
25.Year Established: Year of established of customer will be displayed here.
26.Twitter: Twitter account will be displayed in this header.
27.Linked In: Linked In account will be displayed in this header.
28.FaceBook: FaceBook account will be displayed in this header.
29.Google Plus: Google Plus account will be displayed in this header.
30. First Name: First name to the customer will be displayed in this header.
31.Last Name: Last name to the customer will be displayed in this header.
32.Mobile: Customer Mobile number will be displayed here.
33.Email: Customer Email address will be display here.
34.Emils: Customer Emails address will be display here.
35.Mail Box: User can see "Mail box" in this column.
36.Date: Date of the "Email" will be display here.
37.From: This is sender Email id will be display here.
38.To: This is the Recipient Email id will be display here.
39.Subject: subject of the Email address will be display here.
40.Add Note: User click "Add Note" button then it will open a new pop up window to Add the "Add Note" information.
41.Notes: Customer "Notes" will be displayed here.
42.Medium: Customer "Contact Medium" will be displayed here.
43.Entered Date: Customer "Entered Date" will be displayed here.
44.Action Date: Customer "Action Date" will be displayed here.
Step 4. User click "Add Customer" button a new form window will open where you have to enter your "Customer" details.
1.Customer Name: Users will enter customer name in this field.
2.Industry: Users will enter industry of the customer in this field.
3.Service: Users will enter services of the customer in this field.
4.Billing Street Address: Users will enter billing street address of the customer in this field.
5.City: Users will enter city name of the customer in this field.
6.ZipCode: Users will enter zip code of the customer’s location in this field.
7.State/Province: Users will enter State/Province name of the customer in this field.
8.Country: Users will select country name of the customer from this drop down list.
9.Phone: Users will enter Phone number of the customer in this field.
10.Fax: Users will enter Fax number of the customer in this field.
11.Primary SIC Code: Standard Industrial Classification (SIC) codes are four-digit numerical codes assigned by the U.S. government to business establishments to identify the primary business of the establishment.
12.Primary NAICS: The North American Industry Classification System (NAICS) is used by businesses and governments to classify and measure economic activity in the United States, Canada, and Mexico. NAICS is 6-digit code system that is currently the standard used by federal statistical agencies in classifying business establishments.
13.Corporate Employee Size: Number of employee in company.
14.Year Established: Year of established of Customer.
15.Twitter: User will enter the twitter id in this column.
16.Linked In: User will enter the linked in control in this column.
17.Facebook: User will enter the Facebook id in this column.
18.Google Plus: User will enter the google plus account in this column.
19.First Name: User will enter the first name in this column.
20.Last Name: User will enter the last name in this column.
21.Mobile: User will enter the mobile in this column.
22.Email: User will enter the email in this column.
23.Same as above: User can select this "Check box" then it will be selected by default which means to the above "Customer" portion.
24.Address Name: Users will select the address type from this list “Main” will be selected by default which means this is the main address of the customer.
25.Street Address: Users will enter street address of the customer for shipping it can be same as you have written in the Customer Info.
26.City: Users will enter city name of the customer where shipment has to be made.
27.Zip Code: Users will enter Zip Code of the customer’s location where shipment have to be made.
28.State: Users will choose the State Name of the customer for shipping.
29.Country: Users will choose Country of the Customer for shipping.
30.Phone: Users will enter phone number of the customer where shipment have to be made.
31.Fax: Users will enter Fax number in this field where items/products will be shipped this field is not necessary because some customers don’t use Fax.
32.First Name: Users will enter first name of the customer to whom shipment will be done this can be same as you have written in the customer info.
33.Last Name: Users will enter last name of the customer to whom shipment will be done.
34.Email Address: In this field users will enter Email address of the customer where items/products will be shipped.
35.Opening Balance: Users will enter opening balance for the customer in this field.
36.Opening Balance Date: Users will enter opening balance date of the customer in this field.
37.Payment Method: Users will enter payment method of the customer in this field.
38.Payment Term: User select "Payment Term" of the customer in this dropdown list.
39.Sales Tax Code: Users will enter sales tax code id for the customer in this field.
40.Credit Limit: Users will enter credit limit for the customer in this field.
41.Customer Type: Users can select "Customer type" in this dropdown list.
42.Sales Rep: User can select "Sales Rep" of the customer in this dropdown list.
43.Resale Number: Users will enter "Resale Number" in this field.
44.Date Time Created: This field will show current date and time when record is being created.
45.Date Time Modified: This field will show date and time when data was modified last time.
46.Is Active: Users will select status of the customer from this drop down list.
47.Is Customer OnHold: This link will take you back to the customer list
48.Save This button will "save" your customer to the list.
49.Save & Continue: If you click "Save and Continue", then it will show you continue that you saved.
Step 5. If we click the "Edit Customer" Button then will new window form open to update the customer information details.
1.Customer Name: Users will enter customer name in this field.
2.Industry: Users will enter industry of the customer in this field.
3.Service: Users will enter services of the customer in this field.
4.Billing Street Address: Users will enter billing street address of the customer in this field.
5.City: Users will enter city name of the customer in this field.
6.ZipCode: Users will enter zip code of the customer’s location in this field.
7.State/Province: Users will enter State/Province name of the customer in this field.
8.Country: Users will select country name of the customer from this drop down list.
9.Phone: Users will enter Phone number of the customer in this field.
10.Fax: Users will enter Fax number of the customer in this field.
11.Primary SIC Code: Standard Industrial Classification (SIC) codes are four-digit numerical codes assigned by the U.S. government to business establishments to identify the primary business of the establishment.
12.Primary NAICS: The North American Industry Classification System (NAICS) is used by businesses and governments to classify and measure economic activity in the United States, Canada, and Mexico. NAICS is 6-digit code system that is currently the standard used by federal statistical agencies in classifying business establishments.
13.Corporate Employee Size: Number of employee in company.
14.Year Established: Year of established of Customer.
15.Twitter: User will enter the twitter id in this column.
16.Linked In: User will enter the linked in control in this column.
17.Facebook: User will enter the Facebook id in this column.
18.Google Plus: User will enter the google plus account in this column.
19.First Name: User will enter the first name in this column.
20.Last Name: User will enter the last name in this column.
21.Mobile: User will enter the mobile in this column.
22.Email: User will enter the email in this column.
23.Open Balance: Users will enter opening balance for the customer in this field.
24.Payment Method: Users will enter payment method of the customer in this field.
25.Payment Term: User select "Payment Term" of the customer in this dropdown list.
26.Sales Tax Code: Users will enter sales tax code id for the customer in this field.
27.Credit Limit: Users will enter credit limit for the customer in this field.
28.Customer Type: Users can select "Customer type" in this dropdown list.
29.Sales Rep: User can select "Sales Rep" of the customer in this dropdown list.
30.Resale Number: Users will enter "Resale Number" in this field.
31.Date Time Created: This field will show current date and time when record is being created.
32.Date Time Modified: This field will show date and time when data was modified last time.
33.Is Active: Users will select status of the customer from this drop down list.
34.Is Customer OnHold: This link will take you back to the customer list
35.Save This button will "save" your customer to the list.
36.Save & Continue: If you click "Save and Continue", then it will show you continue that you saved.
37.Job Button: User click "Job" button then it will open a new screen to Add Customer record.
38.Delete Button: User click "Delete" button then it will deleted all updated customer record.
39.Add Shipping Address Button: User click "Add Shipping Address" button then it will open a new pop up window to Add the "Shipping Address" information.
40.Address Name: User can see "Address Name" in this field.
41.First Name: User can see "First Name" in this field.
42.Last Name: User can see "Last Name" in this field.
43.Street Address: User can see "Street Address" for Shipment in this field.
44.City: User can see "City" for shipment in this field.
45.Zip Code: User can see "Zip Code" in this field.
46.Phone: User can see "Phone" number in this field.
47.Edit Button: User click "Edit" button then it will open a new screen to update the "Shipping Address" information.
48.Add Note Button: User click "Add Note" button then it will open a new pop up window to Add the "Add Note" information.