Sales, Purchases & Returns
Invoices, quotations, purchases, returns, damages and delivery.
Creating a sale from the Sales list (not POS)
Open Sales → Add → Select customer and warehouse → Add products
Quotations: create, send and convert
Open Quotations → Add → Add items and validity → Save
Recording a purchase from a supplier
Open Purchases → Add → Select supplier and warehouse → Add products with cost
Purchase returns to a supplier
Open Purchase Return → Add → Select the purchase → Choose items and quantity
Sales returns and refunds
Open Sales Return → Add → Select the invoice → Choose items
Partial payments and due invoices
Save the sale with the amount paid → The rest is due on the customer ledger → Collect later from People → Customers → Pay
Delivery challans and shipping
Open the sale → Add shipping cost and status → Print the delivery challan
Recurring invoices
Open Recurring Invoices → Add → Choose customer, items and cycle (monthly…) → Set start date
Draft invoices
Save a sale as Draft → Find it under Drafts → Edit and finalise later
Sending an invoice on WhatsApp, email or SMS
Open the sale → Click Send → Choose WhatsApp, email or SMS
Discounts on invoices
Line discount — per product → Total discount — on the invoice → Discount summary report shows what you gave
GST / tax on invoices
Create tax rates → Assign default tax to products → Tax shows on invoices and the Tax summary report
Credit limits for customers
Set a credit limit on the customer → Sales beyond the limit are blocked or warned → Increase the limit when they pay
Wholesale: dealer invoices and price tiers
Set the customer's price group to Wholesale → Create the sale — prices switch → Print the challan
Subscription products (memberships, monthly fees)
Create a product of type Subscription with a cycle → Sell it to the customer → Recurring invoices are generated
Online orders (from your online store)
Open Online Orders → New web orders appear with status → Confirm, pack and mark shipped