4. Create Sales Entry for Consulting

This section describes how to create sales entry for the consulting service.

Whenever a customer places an order for a consulting service, create a Sales Entry / Sales Order.

Steps to create Sales Entry

1. Go to Menu -> Sales

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

3. In Items section, add consulting service details.

   • The consulting service must be present in the inventory.

   • Search for your service 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, customer reference, SPOC (single point of contact) etc.

6. Click Save & Continue

7. 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.

8. 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 Sales Entry is approved, it can not be deleted, but YES it can be canceled.

Accounting

After the Sale is Approved,

1. Inventory is updated automatically.

2. Accounting is done automatically.