On this page, you’ll discover the options and features offered by the templates page for customizing and managing your operations efficiently:
First: Convert Sales Orders into Ready-to-Deliver Templates:
- To begin with, navigate to the Sales screen from the main menu by clicking on the Sales option. Then, the invoicing window will appear, where you’ll click on it.
- When you’re in the invoicing window, you’ll need to select the link labeled “Sales Orders,” which allows you to access the page related to orders.
- At the end of each sales order, you’ll find a button labeled “Template.” By clicking on this button, you’ll initiate the process of converting the sales order into a ready-to-deliver template. This template makes it easy for you to create delivery notes smoothly and efficiently.
- If you need to create a new sales order before converting it into a delivery template, you can do so by going back to the “Sales Orders” link and using the “Add” option to create a new order and fill in its details.
By following these detailed steps, you can easily convert sales orders into ready-to-deliver templates and modify them if necessary, simplifying and speeding up the process of creating and managing delivery notes efficiently.
Second: Access the Templates Page:
- To begin, go to the Sales screen from the main menu by clicking on the Sales option. Then, the invoicing window will appear, where you’ll click on it.
- When you’re in the invoicing window, you’ll need to select the link labeled “Delivery Notes,” which allows you to access the page related to delivery notes.
- Once you’ve reached the delivery notes page, you’ll find a button labeled “Templates” at the top of the page. Click on this button to enter the templates page.
Third: Options and Features of the Templates Page:
- Using Filters: You’ll find the option to use specific filters like “Date – …….” to specify the desired period. You can access these filters by clicking on the filter icon located on the left side of the page. By activating these filters, you can filter templates based on the dates and criteria you define.
- Viewing Templates: You can view any sales template present in the table to ensure its accuracy and completeness before converting it into a delivery note. This provides you with an opportunity to verify and confirm the information associated with the template before proceeding.
- Converting Templates into Delivery Notes: You can easily convert templates into delivery notes by using the button next to each template. The process for doing this will be explained in detail to facilitate the procedure.
With these options and features available on the templates page, you can enhance the process of converting templates into invoices and ensure the smooth and accurate flow of your business.
Fourth: Detailed Explanation of Converting a Template into a Delivery Note:
- Start by clicking the button next to the template you want to convert into a delivery note, after ensuring the accuracy of the template.
- Begin with verification: Start by clicking the button next to the template you wish to convert into a delivery note. Ensure that all the data in the template is correct and complete before proceeding.
- Transition to the “Delivery Notes” page: Upon clicking the button next to the template, the system will take you to the “Delivery Notes” page. You will see the delivery note as a ready-made template containing all the data from the template.
- Editing the Template (if necessary): If you need to make any changes to the delivery note, you can simply edit the template and make the necessary adjustments as per your requirements.
- Saving the Delivery Note: Once you have finished editing the delivery note and ensured the accuracy of the information, you can click the “Add Delivery Note” button to save the note in the system. The note will be ready for execution and issuance.
By following these steps, you can smoothly convert the template into a delivery note and customize it according to your business needs.