Create Sales Process Documents

To create sales process documents
1. On the Codejig ERP Main menu, click the Sales module, and then select one of the documents.  For example, Sales order.
A listing page of the Sales document opens.
Note: Listing page is a table which contains the summary of the document entries (the created sales documents which are shown as rows of the table).
2. On the listing page of the document, click + Add new.
You are taken to a form page for entering details of the document. The page consists of the following sections: 
Note: All sales process documents pertaining to the Sales module are basically of the same structure.They comprise the set of common sections that are made up of the section-related fields with certain modifications depending on a particular document.
  • General area.
  • Items section
    • Goods tab
    • Services tab
3. In the General area, you enter customer-related information, sales details, offer terms, VAT information, document-related information and other additional details. Here you can also view document totals. 
4. Under the Goods tab which makes up the Items section, you provide information about a warehouse from which goods are to be shipped and specify shipment terms. After that, you add goods (items of the item types Inventory, Fixed assets or Non-inventory) and enter their details in the suggested fields. 
5. Under the Services tab which makes up the Items section, add services (items of the item type Service) and enter details about them. 
6. Click Save.
Note: To be able to save the document, you have to fill in the required fields which are marked with an asterisk (*). 
For the document to affect the system, it has to be posted. Unposted document is considered a draft document

For information how to post documents, see Post and Unpost Documents.

To view postings the document has made, click the Register button on the listing page next to a table entry representing this document or click the Journals button on the toolbar on the form page of the document.
Note: When you create a sales document as a standalone document that is not based on any other documents, it commences a new sales process. It becomes the base document in the flow and you cannot create any documents preceding it.
More information
Post and Unpost Sales Documents
Update Sales Documents
Delete Sales Documents
Clone Sales Documents
Copy Sales Documents
Document Flow Line
Pages in Codejig ERP: Listing and Form Pages