Veepan
  • Veepan User Guide
  • Getting Started
  • Registration
    • Creating your Account
    • Activating Account
    • Basic Setup
  • Fundamentals
    • Invoicing
      • Create Invoice
      • Edit Invoice
      • Download Invoice
      • Record Payment for Invoice
      • Add QR Code to Invoice
      • Create Purchase Invoice
      • Create non-GST Bill / Simple bill
    • Inventory
      • Add Product
      • Edit Product
      • Importing Inventory
      • Generate Barcode
    • Services
      • Add Service
      • Edit Service
    • Sales
      • Create Sales Entry
      • Edit Sale
      • Record Payment
      • Create Invoice for Sale
    • Subscriptions
      • Create Subscription Plan
      • Create Subscription
      • Record Payment for Subscription
      • Create Invoice for Subscription
    • Purchases
      • Create Purchase Entry
      • Edit Purchase
      • Record Payment
    • Accounting
      • Balance Sheet
      • Income Summary
    • GST Filing
      • GSTR1 Json data
      • GSTR1 Filing
    • Customer
      • Add Customer
      • Edit Customer
    • Vendor
      • Add Vendor
      • Edit Vendor
    • Manage Expenses
      • Add Expense
    • Manage Assets
      • Add Asset
    • Chartered Accountant
      • Add Accountant to Business
      • Access Client Business Invoices
  • Use Cases
    • For Consultancy Firm
      • 1. Basic Setting for Consultancy
      • 2. Create Consulting Services Entry
      • 3. Create Consultants Entry
      • 4. Create Sales Entry for Consulting
      • 5. Create Invoice for Consultancy Sales
      • 6. Record Payment for Consultancy Sales
      • Create Service Tasks
      • Assign a Consultant to each Consulting Service
      • Payment to Consultant
    • For Gym Management
      • 1. Create Subscription Plan for Gym
      • 2. Create Subscription for new gym member
      • 3. Record Payment for Gym Subscription
      • 4. Create Invoice for Gym Subscription
      • Mark Attendance for Gym Member
      • Enquiry Entries for the Gym
    • For Automobile Service Center
      • 1. Basic Setting for Automobile Services
      • 2. Add Stocks for Automobile
      • 3. Create Purchase Entry for Automobile Products
      • 4. Create Sales Entry for Automobile
      • 5. Create Invoice for Automobile Sales
    • For Diagnostic Center
      • 1. Basic Setting for Diagnostic
      • 2. Create Diagnostic Tests Entry
      • 3. Create Sales Entry for Diagnostic
      • 4. Create Invoice for Diagnostic Sales
      • 5. Record Payment for Diagnostic Sales
  • Become Partner
    • For Sales Partner
      • 1. Create Account
      • 2. Send Approval Request
      • 3. How to Refer
      • 4. Track all Referrals
  • Extras
    • Keyboard Shortcuts
Powered by GitBook
On this page
  • Steps to create Sales Entry
  • Review and Approve the Sale
  • Accounting
  1. Use Cases
  2. For Consultancy Firm

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.

Previous3. Create Consultants EntryNext5. Create Invoice for Consultancy Sales

Last updated 2 years ago