How to create Purchase Invoice
http://demo-car.itserver.biz.local/admin/indexyii.php?r=orders/purchaseInvoice
Navigation(Trading>>Data Entry>>Purchase Invoice (PI))
Purchase Invoice
Step 1: Select Supplier
Step 2: Select Chassis No and product will automatically load in product field
Step 3: Input the amount of the product in Rate field and line amount will automatically load in lineamount field
Step 4:Click on the Save button and record will be saved.
Note: Total Qty will only increase in the case of you input the Rate of the product.
For example If you Select Chassis no and Product in this case the Total Qty will be 0 then you Provide the Rate of the Product the quantity will be 1 or more.
How to create Perfoma Invoice
http://demo-car.itserver.biz.local/admin/indexyii.php?r=orders/SOW
Navigation(Trading>>Data Entry>>Sales Invoice (PI))
Perfoma Invoice
Step 1: First of all Select customer other wise the popup of (Please Select Customer ) Will show.
Step 2: After Selecting the customer Select Chassis No from chassis No field. After the selecting the Chassis No the product will load automatically.
Note in the chassis No Field only those chassis no will be show which was added on the purchase Invoice Page.
Step 3: Input the amount of the product in Rate field.
Step 4: Input the VAT (Value Added TAX) in VAT Feild and the Sum of Amount and VAT will be automatically load in lineamount field.
Step 5: Select Discount Account from the Discount Account DropDown.
Step 6: After all these steps click on the Save button and record will be saved.
Note: Total Qty will only increase in the case of you input the Rate of the product.
For example If you Select Chassis no and Product in this case the Total Qty will be 0 then you Provide the Rate of the Product the quantity will be 1 or more.
How to create Sales Invoice
http://demo-car.itserver.biz.local/admin/indexyii.php?r=orders/SIW
Navigation(Trading>>Data Entry>>Perfoma Invoice)
Note: In this form we can create invoice in Two ways.
First One is Manually.
Step 1:First of all Select customer other wise the popup of (Please Select Customer ) Will show.
Step 2: After Selecting the customer Select Chassis No from chassis No field. After the selecting the Chassis No the product will load automatically.
Note in the chassis No Field only those chassis no will be show which was added on the purchase Invoice Page.
Step 3: Input the amount of the product in Rate field.
Step 4: Input the VAT (Value Added TAX) in VAT Feild and the Sum of Amount and VAT will be automatically load in lineamount field.
Step 5: Select Discount Account from the Discount Account DropDown.
Step 6: After all these steps click on the Save button and record will be saved.
Second One Is Load Perfoma Invoice from Sales Invoice Form
Step 1: Select Sales Order From PO/SO Field.
Step 2: after selecting the sales order the invoices of sales order which you select is loaded in the form.
Step 3: Select Discount Account from the Discount Account DropDown.
Step 4: After all these steps click on the Save button and record will be saved.
