Asset Sale

On this page, you will find everything related to the “Asset Sale” page, including how to access it and an explanation of how to execute an asset sale.

To access the “Asset Sale” page, please follow these instructions:

• First, navigate to the Assets screen from the main menu by clicking on the option related to assets. After that, the Operations window will appear, where you will click on it.
• When you are in the Operations window, you will need to select the link labeled “Asset Sale,” which will allow you to access the relevant page.

By following these steps, you can easily access the Asset Sale page.

Explanation of how to create a new “Asset Sale” invoice:

• Basic Invoice Information:

  1. Invoice creation date: This date is automatically set according to the current date, but you can edit it if necessary.
  2. You can choose the branch of the facility where the asset to be sold is located from the available dropdown menu.
  3. Each invoice has a unique reference that can be used to identify it; this reference is a serial number that distinguishes the invoice from others.
  4. Additionally, you’ll need to specify the invoice’s owner, which is the customer to whom the asset will be sold, using the dropdown menu to select from the list of customers.
  5. You can also specify the customer’s branch using the available dropdown menu.
  6. You can check the customer’s credit limit through the Asset Sale Invoice page before executing the invoice.
  7. Furthermore, you can define appropriate payment terms for the customer through the “Payment” menu. The default payment type is set, but you can modify it as needed.

• Invoice Line Items:

  1. When you are ready to add the fixed asset to the invoice, you can select the asset you wish to sell.
  2. The quantity field is automatically filled in as 1 per line, and you will need to specify the original price field according to the agreement with the customer.
  3. You can also add a discount percentage to each asset as needed.
  4. The system supports all types of taxes, and these taxes will be automatically added to the invoice.
  5. You can also include the shipping cost related to the invoice in the shipping cost field, then click the “Update” button to save the changes.

• Invoice Item Delivery Information:

  1. You will also be asked to choose the asset warehouse from which the asset to be sold will be delivered.
  2. Finally, you must select the shipping company responsible for delivering the asset.

Note: If you choose cash payment terms, the customer’s payment will be added automatically upon invoice execution.

When you have filled in all the details, you can click the “Insert Invoice” button to create the invoice.