3 Sep, 2021
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    Sales document types

    Sales document types "Sales document" in Erply is a general term that covers eight different document types. These document types largely share the same fields and structure, but each one has a differ...

    Payments

    The Payments module allows you to see all payments that have added to Erply. It is possible to see an invoice that is connected to the payment, client, date, amount and print out the payment receipt. ...

    Double Payments

    Unpaid Invoice-Waybill that shows to be paid amountWhen creating a Credit invoice out of an unpaid Invoice-Waybill it creates two payments with payment type “credit”One with a minus total to the Credi...

    Making a return/ credit

    The credit invoice is used for returning the goods.Credit invoice:Returns the goods to the warehouseReflected in the Cost of sold goods report by the date of inventory transactionGenerates negative sa...

    Add a new payment

    It is possible to add a new payment in the back office when navigating to Sales > Payments > New. All the mandatory fields are marked in red.After adding a customer, the invoice field will be populate...

    Creating Invoice-waybill from Order

    If the order has been prepared and confirmed and there are enough goods in stock, it is possible to prepare either a Waybill or an Invoice-Waybill from the Order. There are several ways how to create ...

    Creating a Quote

    The quote does not book products, does not move goods or generate turnover. The quote will be sent to the customer after preparation and will be confirmed after receiving confirmation from the custome...

    Creating an Order

    Sales orders in Erply are mainly used for managing webstore orders received from your online platform or when managing instore orders where the stock on hand is insufficient. It is possible to create ...

    Creating a Sales Document

    To create sales dokument choose Sales→Add Invoice. You can choose your document type in the menu bar on the left. Then enter the remaining necessary information - customer, “Ship-To”, etc. In most cas...

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