Sale Invoice Creation

Sale Invoice Creation

Step 1: Initiating the Sale Invoice

  1. Log in to POMS Application.

  2. Navigate to Sale Invoice Creation:

    • Go to Parts > Sale > Sale Invoice.
    • The system will open the Sale Invoice Document form.


Step 2: Entering Sale Invoice Details.

  1. Select Allocation: Choose the Part Sale Allocation number from the dropdown menu.

  2. Once Allocation selected from the drop down Branch, Account, Salesperson, PO Number will reflect Automatically.

  3. Select Tele caller:  Select the tele caller’s name from the dropdown list.



Step 3: Entering Customer Contact Details

  1. Select Customer:-  Enter or select the customer code from the list.

  2. Select Customer Type:- The Customer Type will be auto-populated once the Customer is selected, so there is no need to select it manually.

  3. Enter Customer Details:

    • GSTIN: Enter the customer’s GSTIN (if applicable).
    • Zip, Area, POS, City: Fill in the corresponding postal code, area, POS, and city.

 Step 4: Entering Part Details

  1. Navigate to the Second Tab: Part Details.
  2. Enter the following:
    • Part Number / Name
    • Quantity
    • Rate / Price
    • Applicable Discounts (if any)


Step 5: Saving the Invoice

  1. Review all entered information:
    • Allocation details
    • Customer information
    • Part details
  2. Click Save to generate the Sale Invoice.



Info
Open Credit Transactions done in Past to be Auto Reconcile/Adjust with the Present Debit Transactions on "Save" irrespective of Month and Year. (Credit Note, Debit Note, Sale Invoice, Receipts, Payments)



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