Knowledge

INVENTORY AND SUPPLY CHAIN => CONFIGURATION => BILLING SETUP

On Clicking Billing Setup, there are 5 Features, as below

1. PREFIX  

2. TODAY RATE  

3. BILL SETUP  

4. BILLING FORMAT 

5. BRANCH PARCEL ADDRESS

PREFIX :

INVENTORY AND SUPPLY CHAIN => CONFIGURATION => BILLING SETUP => PREFIX

This is the Master Feature where you can add all the prefixes for all the faculties as follows

Select the year (1) and the Branch, then select the faculty(2) (which will be coming in the dropdown). After that, we can add the prefix (3) and write from which number we want to start the billing (4)

If we want one more prefix to be made then we can click on (5).

If there is any mistake we can click on delete (6)

Then save it. Thus you can save all the prefixes from here.

TODAY RATE:

INVENTORY AND SUPPLY CHAIN => CONFIGURATION => BILLING SETUP => TODAY RATE

Every date the Gold rate changes, For Retail Sales we need to update Today’s Rate. On clicking Today Rate, we get the following

There is an Action button (2), on clicking this we get different options (3), shown as above. When we want to add a Rate Today, we have to click (+).

Shown below.

If the Today Rate is Rs 52000 for 10gm 100% Gold, then 22 KT Yellow Gold i.e. 0.92% pure so the rate is 52000 x 0.92= Rs 47840 Thus we can put the selling rate as Rs 47840 Thus we can fill up the rest.

The Group Slabs will be as per the Item Group created.

BILL SETUP: 

On Clicking the Bill Setup

When we want to edit, then we have to go for Action and then go for Edit. Click (+), we will get an Add New Bill Setup as follows

1. Name: You can name as per your choice

2. Transaction Type: Which type of Invoice do you want to select? You can select any type of transaction, which comes in the dropdown.

3. Bill Print Type: Different types of formats will come in the dropdown. One can select the format you require.

4. Paper Type: You can select the paper size of your printout.

5. Orientation: Orientation of print Landscape/Portrait

6. Is Default: Yes/No

7. Print Type: Thermal / Simple

8. Bill Print Option : Sammy will explain latter, some confusion

 BILLING FORMAT : 

There are many Bill Formats in this sector. On clicking (🔻), a dropdown will open up, as follows

1. TRANSACTION TYPE: Select the type of format, which comes in the dropdown

2. TYPE: Select the Sub Type

Then Click the Generate Button, we get different Formats as follows

.

We can find out the format, which is best for up and go for that type of format as the default

BRANCH PARCEL ADDRESS: When adding a Branch Parcel Address, this will be reflected in Print