Create Sales Entry

Just add who you are selling to and what you are selling, and Sales Order is created.

How to create Sales entry using Veepan ERP

Important: Product / Items must be added to Inventory before creating the Sales Entry.

Steps to create Sales Entry

1. Go to Left Menu -> Sales

2. At top App Bar, click on Add icon, and select Sale.

3. In Items section, add product / service details.

   • The product / service must be present in the inventory.

   • Search for your product / services and add it to the sales order.

4. Click Save & Continue

5. In Customer section, add customer details.

   • If the customer is already added to database, Search for your customer and add to the sales order.

   • If the customer is new, click on New Customer checkbox and add customer details like name, company name, gstin number (if any), contact, address, state, etc.

6. Click Save & Continue

7. In Delivery section,

   • Pick Up - If there is no delivery to be made.

   • Delivery - If there is delivery to be made.

8. Click Save & Continue

9. In Payment section,

   • Pay Now - If the payment is made with the sale.

   • Pay Later - If the sale is on credit and payment to be made later.

10. Click Save

Using the above steps, the new Sales Entry is successfully created.

Review and Approve the Sale

If the Sales details are correct, meaning the customer and product entries are correct, click on Review and Approve.

Before Approving the Sales Entry, it can be deleted.

Once the Sale is approved, it can not be deleted, but YES it can be canceled.

Accounting

After the Sale is Approved,

1. Inventory is updated.

2. Accounting is made.