Horizon ERP Tutorial

Sales : is activity related to selling or the amount of goods or services sold in a given time period
✔ Can Create two types of entries;

• Service Invoice : In case of service provided for customers, create services in,
  Masters → Item → Give series name → Select the tax → Tick on "Is Service" and enter the
  created service in sales voucher.
• Sales Invoice : In case of goods provided for customers.
  Both service and sales vouchers entered in, Tranactions → Sales.

• Series : Select series – created in masters → series.
• Customer : To be selected from the list on the right.
• GSTIN : Customer GST number will appear here automatically when that set it to, masters → customer.
• Price List :
• Select Pricelist
• Create pricelist in master
• Pricelist is automatically reflected, if it has been configured previously.
• Godown : Select godown, for reduce the stock from the particular stock point. [Godown wise stock reports availabale in reports.]
• Item field : Enter the items, quantity, rate and other schemes and discounts.
• Discounts calculated in gross amount (rate*qty)
• Schemes calculated in line total
• Scheme % amount is calculated in taxable amount and the amount is reduce in after tax amount (i.e.; line total)
• Discount after tax : After tax discounts, reflected only in the grand total.
• Cash/Credit : Set the payment mode to cash or credit.
• Cash Sale : Goods/Services are sold on cash
• Credit Sale : Goods/Services sold for credit [The consideration of sale not received at the time of selling and customer agreed to give the money at the later period.]
• Use Add. Billing info : Tick for add additional customer details, this information shown only in bill print. (e.g.:Shipping address)
• Cash Disc% : Set cash discount % for all times.It reflects on both line total and grand total
• Search : For view already entered sale entries and select an invoice from the list for editing.
• Filter the entries using certain criteria's, i.e.;
• Customer wise
• Godown wise
• Item wise
• Voucher number wise
• Send as email : For send the bill PDF to the customer via mail. [Open bill → click on "Send as mail" → Click on "Print/Email".
• Pending Delivery Note : Shows if any delivery note entries are those to converted to sales.
• Pending orders : Shows if any sales order entries are there to converted to sales.
• Sales summary : Shows recent sales history.
• Customer summary : Displays the customer ledger in descending order.

Utilities

Dispatch Details

Input delivery related information if needed.