This video is from 2013. The program’s design has changed considerably, and it has gained more features. However, the way many modes work has stayed the same or remains very similar. We are updating the knowledge base and video lessons. Since 2022, videos have been in Ukrainian only.
Preparing a sale
The «Торгівля з випискою рахунка» mode is used when a sale is handled by a manager and accompanied by documents. Add the customer and goods, agree on the price and quantity, then create an invoice. If the goods need to be held pending payment or shipment, create a reservation and check its duration and warehouse.
Payment and shipment
Payments against an invoice can be recorded in installments. Record the actual transfer of goods with a delivery note; do not confuse an issued invoice with goods that have already been shipped. If needed, a quotation and other documents can be prepared as part of this process. Before completing the sale, check the remaining amount due, the reservation, and the quantity on the delivery note.
Learn more: Sales Department Documents; Invoice and Order Reservation
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