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 Customer
Order
Sell Product to Customer with Offer. Only Customer with valid Offer will
show in Customer list.
For New Customer Order, fill Order No (optional, system
will generate, if blank), click New to create New Customer Order.
To Update Customer Order, select Order No from list, update particular at
Customer Order group box, then click Update button.
To Remove Customer Order, select Order No from list, then click Remove
button, a message box pop up, click OK to confirm.
Check Invoice After CO Cleared will enable to Invoice Customer
after all item in this Customer Order is delivered.
Order Attention, Delivery Attention
and Invoice Attention are Person In Charge for Customer, you may
type any person instead of selection, the person you type will not add to In Charge database.
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To add an Order item, click Product Price table to select
an item, enter Quantity and detail at Order Item box, then click
Add button.
To correct a Order item, click Order item table to select
an item, correct Quantity and detail at Order Item group box,
then click Correct button.
To delete a Order item, click Order item table to select
an item, then click Delete button, a message box pop up, click
OK to confirm.
To receive deposit for this Customer Order, click Deposit button
to open Payment / Instalment.
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 Delivery Order
for Delivery Item to Customer. Only Customer with Order will show in Delivery
Customer list.
To create New Delivery Order, select a Customer from Delivery Customer
list, the Oder Item will list out, click New to create New Delivery
Order, DO No will generate according format set at Initialize.
To Update Delivery Order, select DO No from list, update particular at
Delivery Order group box, then click Update button.
To Remove Delivery Order, select DO No from list, then click Remove
button, a message box pop up, click OK to confirm.
To add a Delivery item, click Order Item table to select
an item, enter Quantity and detail at Delivery Item group box,
then click Add button.
To Add whole Customer Order, select a Order No from Order No
list, click Add By CO button to add.
To correct a delivery item, click Delivery Item table to
select an item, correct Quantity and detail at Delivery Item group
box, then click Correct button.
To delete a delivery item, click Delivery Item table to
select an item, then click Delete button, a message box pop up,
click OK to confirm.
If Ship From Stock is checked, you must have enough stock for adding
delivery item or increase quantity, because you need to ship those Product from stock.
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 Delivery
Clearance
mark whether a delivery item has successfully delivered. Only Customer with
Delivery Order issued (printed, faxed or exported) will show in Delivery To list.
Select a Customer from Delivery To list, all uninvoiced delivery item will
list out.
To mark clear or unclear to a delivery item, click Delivery Item
table to select an item, then click Clear or
Unclear to mark delivery status.
To mark whole Delivery Order, select a DO No from DO No
list, check Whole Delivery Order, then click
Clear or Unclear button.
Delivery Order MUST confirm clear before can create Customer Invoice.
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 Customer Invoice
for issuing Invoice on Delivered Item. Only Customer with successful Delivery
will show in Invoice Customer list.
To create New Customer Invoice, select a Customer from Invoice
Customer list, the Delivered Item will list out, click New
to create New Customer Invoice, Invoice No will generate according format set at Initialize.
To Update Customer Invoice, select Invoice No from list, update particular at Customer Invoice group box, then click Update
button.
To Remove Customer Invoice, select Invoice No from list, then click
Remove button, a message box pop up, click OK to confirm.
To add an Invoice item, click Delivery Item table to select
an item, enter Note (optional) at Invoice Item group box, then
click Add button.
To Add whole Delivery Order or Customer Order, select a DO No or Order No from DO No or Order No list, click
Add By DO or Add By CO button to add.
To correct an Invoiced item, click Invoice Item table to
select an item, correct Note at Invoice Item group box, then click
Correct button.
To delete an Invoiced item, click Invoice Item table to
select an item, then click Delete button, a message box pop up,
click OK to confirm.
To use Deposit that receives from Customer as part of or full payment for this Invoice,
click Use Deposit button to open Use Customer Order's
Deposit.
Customer Invoice MUST issue (print, fax or export) before can collect payment.
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 Invoice
Collection
Collection outstanding payment from Customer. Only Customer with Invoice issued
(printed, faxed or exported) will show in Invoice To list.
Select a Customer from Invoice To list, all outstanding invoice
will list out.
To collect invoice payment, click Invoice Item table to select
a invoice,
Without Finance Tool: Fill Collect Amount box, then click Collect .
With Finance Tool: Click Collect to open Payment / Instalment.
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