User need to enable Lots & Serial Numbers and Expiration Dates from Inventory/Settings/Traceability.
After selecting select the “Reporting” tab and then select the “Product Expiry Report” menu to open a wizard.
Enter “Generate Report For(Days)” for display products which are being expiring expiring during entered days.And select “Group By” option by which you want to do group by of data.You can group by(Location) or group by(Category)
If you want to display data of specified location then select locations in “Location” field.If you want to display products of all locations which products are available then select nothing in “Category”. To print report click on “Print PDF” or “Print Excel” button.
Display products which are group by “Location”.
If you want to display data of specified category then select group by(Category) option and select categories in “Category” field.If you want to display products of all categories which products are available then select nothing in “Category”. To print report click on “Print PDF” or “Print Excel” button.
This module use mainly to do the partial payment for pos orders.
For example: Let say customer comes to the shop and he purchase
order total $200,but if he want to pay only $100 as half payment and
remaining due amounts pay to next day.
As well as user can view past pos orders, reorder the particular
drafted order and make a order as draft from POS. It is also possible
to re-print receipt and view products of order from pos order list.
There are some filtration based on state, date of order and also
Generate Mass Payment for customer/vendor invoice.
Manage the Journal Entry for mass payment.
Generate report for mass payment.
User need to fill appropriate fields and by click on “Create Payment” button.
Draft payments will generate for all due payments. by click on “Confirm” button, all payments
are posted,reconciled and journal entries will be created.
User need to select following fields.
Company – For which mass payment need to create.
Partner(optional) – For which partner(s) mass payment need to create.
Journal – Which journal is used in all payments.
Number of days old(optional) – field take integer. used for how many old days
invoice/bill fetched for payments.
By clicking on “Create Payment” button. its will create draft payments for all due payments of customers whose invoices are in “Open” state.
By Clicking on “Confirm” button. all customer payments entries will be posted, and journal entries will be created for each. on click “Journal Entries” button user can see all journal entries.
Here, We can see impact of customer mass payment on customer invoice.
User can print report regarding mass payment.
Same thing to do for vendor mass payments. Here all due vendor payment will be fetch.
By Clicking on “Confirm” button. all vendor payments entries will be posted and journal entries will be created for each. on click “Journal Entries” button user can see all journal entries.
Here, We can see impact of vendor mass payment on vendor bills.
Easy To Manage Sales Commission.
Give commission to Sales Person.
Commission calculation based on Product, Product category, Sales team, Customer
Manage the commission calculate on Order confirmation, Invoice Validation, Invoice payment.
Manage the commission payment via Salary or Invoice.
How to use
In Sales configuration, under the Sales commission, set the option for Commission Pay on, Commission Calculation, Commission Pay on. Based on this configuration the commission is calculate and paid.
In Account configuration, under the Sales commission, set Account so when company pay the commission at that time commission pay from selected account.
In Products, below the Sales commission tab, select the Job Position or Users and Commission percentage. This same configuration also available into the Customer, Product Category and Sales Team view.
In Sale order, below the Sales commission tab, based on the Sales person and commission calculation option, commission data is calculated.
Into Commission menu, you can see the commission’s detail like user, amount, pay by etc…
Click on the commission payment, into opened pop-up, select the user, when click the generate button it will paid the commission which is pay by ‘Invoice’ and make the account Journal entries.
When module is install, into salary rule, you get new salary rule for pay the commission by Salary.
Add this new salary rule to Salary structure, so when employee payslip is create at that time employee related user’s commission amount is added into employee’s salary amount.
When the employee salary slip is generate, it will automatically added the commission amount and when confirm payslip, employee related user’s commission set to ‘Paid’.
Click Print Commission summary menu, into opened pop-up, select the available options and click print button for printing the commission report.
Note: While doing each and every perform into invoice click on apply or remove rounding button for rounding amount.
In Accounting configuration, checked “Enable Invoice Rounding”, select the (Rounding option and set Rounding Account).
From Customer Invoice click on (rounding apply) button for calculate rounding amount.
From Customer Invoice click on (rounding remove) button for remove rounding amount.
Once invoice validate generate journal entry of rounding amount.
From journal items menu, select filter “Rounding” for display rounding journal entries.
We have implemented a module “Dynamic Stock Purchase Analysis” which help users to take decision during purchasing products for company from suppliers.
It is displaying sold products (from POS and Sales Order) and current stock level based on selected date duration and product categories. And creating purchase order according to quantity enter by user for selected supplier.