Edara

Sales

Importing an Excel File with Customer Names

Activating a Service Item

Importing Salespersons

Granting/Revoking Approval Permission for Sales Orders

Controlling the Customer Code

Editing a Service

Activating a Sales Person

Adding Address Details in the Customer Import Template

Creating and Updating Price Lists and Linking Them to a Customer

Linking/Unlinking a Salesperson to a User

Master Data

Creating District, City or Country

Editing the AR Account Linked to a Customer

Editing or Unlinking a Customer from a Salesperson

Creating a New Customer

Linking a Salesperson with a Specific Customer

Deleting a Customer

Deactivating a Customer

Activating a Customer

Exporting Customers Data

Recording the Customer’s Mobile Number According to Their Country

Setting a Customer Credit Limit

Adding a Discount for a Customer

Customers

Creating a Salesperson and Assigning Related Supervisors

Deactivating a Salesperson

Deleting Unused Salesperson

Granting/Revoking Supervision Permission for Sales Persons

Editing Salesperson Data

Sales Person

Creating a Service Item

Deactivating a Service Item

Services

Creating a Sales Bundle and Searching for It in a Sales Order

Deleting a Sales Bundle

Deactivating a Sales Bundle

Editing a Sales Bundle

Sales bundles 

Creating a Sales Store

Setting a Default Customer for a Sales Store

Deleting Unused Sales Store

Deactivating a Sales Store

Adding a Store Quota

Adding a Default Cost Center to a Sales Store

Sales Stores

Creating a Sales Target

Creating a Sales Target for a Specific Classification

Creating a Sales Incentive and Linking It to a Sales Target

Sales Target

Editing Customer Data

Displaying a Customer's Default Address Data

Updating the Price List Linked to the Customer

Bulk Adding or Removing Tags for Customers from the Customers Data Page

Adjustments

Bulk Importing of Sales Orders

Creating Custom Fields in the Sales Order Details

Bulk Issuing of Sales Orders

Bulk Fulfilling of Sales Orders

Enabling and Using the Sales Order Card

Creating a Sales Order Number

Enabling Withholding Tax by Default in Sales Orders

Bulk Editing Warehouses in Multi-Warehouse Sales Orders

Hiding Unused Custom Fields

Editing Custom Fields

Creating Custom Fields in the Sales Order

Transactions

Creating a Sales Order

Displaying the Sales Order Listing Page

Creating a Credit Customer via Quick Add Popup

Adding a Customer from the Quick Coding Screen

Creating a Transfer Request from a Sales Order

Searching for a Sales Order and Printing It

Creating a Multi-Warehouse Sales Order

Adding and Removing Tags for Sales Orders in Bulk

Creating a Taxable Sales Order

Adding Withholding Tax to the Sales Order

Editing a Sales Order Linked to an Issue Offering

Automatic Calculation of Unit Price Based on Total Amount in a Sales Order

Changing the Tax Rate in a Sales Order

Saving the Withholding Tax JE from a Sales Order

Sending a Sales Order via Email

Cancelling a sales order

Displaying Issued, Remaining, and Available Quantities for Stock Items in Bulk

Using Auto-Assign Batch Numbers for Bulk Issuing

Printing Receipts Based on Service Provider

Bulk Displaying of Unissued Stock Items in Sales Orders

Displaying the Stock Item Image in the Sales Order Printout

Exporting the Sales Orders Listing Page

Creating a Purchase Order from a Sales Order

Printing Multiple Sales Orders

Displaying the Estimated Profit in the Sales Order

Sharing Sales Order Details via WhatsApp

Exporting Sales Orders in Bulk

Creating an invoice in a new currency

Selecting a Cost Center in Sales Documents

Linking Expenses to Sales Order

Issuing and Paying Sales Order

Sales Order

Creating a Sales Return

Using the Reference Document of a Sales Order to Create a Sales Return

Creating a Return for a Sales Order with Multiple Stock Items

Creating a Tax Return for an Unrecorded Sales Order

Displaying The Part Number in the Sales Return Search Screen

Sales Return

Creating a Recurring sales order

Recurring sales order

Creating a Quote

Converting a Quotation into a Sales Order

Adding the Reference document in a Quotation and Printing It

Quotes

Granting/Revoking Access to the Sales Approvals Page

Filtering Sales Returns Approvals in Various Ways

Approving Sales Returns and Saving Related Documents

Searching Using OR Match

Approvals

Displaying Sales Weight and Customer Address on the Sales Approvals Page

Printing Multiple Sales Orders from the Approvals Page

Displaying the Currency Type for Each Sales Order in the Approval Page

Filtering by Stock Item Classification in the Sales Approvals Page

Approving a Sales Order and Saving the Related Documents

Displaying Estimated Profit in the Sales Approvals Page

Sales Approvals

Using Control Approvals

Control Approvals

Displaying the Sales Report Grouped by Stock Items

Viewing The Sales Report for Each Salesperson

Identifying New Customers within a Specific Period

Reports

Displaying the E-Invoice status in the Sales Orders Report

Displaying Sales Orders Report Results

Exporting the Sales Return Orders Report to Excel

Viewing Canceled Sales Orders

Knowing the Time of Each Type of Approval

Knowing the Approver for a Sales Order

Difference Between the Sales Orders Report and the Sales Report

Viewing Returns for a Specific Customer and a Stock Item

Displaying the Sales Order Number in the Sales Orders Report

Viewing Returned Items in the Sales Orders Report

Displaying the Sales Returns Linked to the Sales Orders

Displaying Stock and Service Item Quantities in the Sales Orders Report

Displaying Customers’ Deferred Payments

Sales Orders Report

Displaying the sales report

Tracking (Daily, Weekly, and Monthly) Sales Rate for Stock Items

Viewing Sales of a Salesperson by Stock Items

Displaying Sales Volume per Customer in the Sales Report

Viewing the Sales Report Grouped by Service Item

Displaying the Slow Moving Accounts

Displaying Sales Value Including Tax in the Sales Report

Sales Report

Viewing Sales Profitability for a Specific Customer

Displaying the Gross Profit Report for Each Stock Item

Displaying the Gross Profit Report Grouped by Work Orders

Displaying Stock Items Sold Below Cost

Displaying the Gross Profit Report Grouped by Warehouse

Gross Profit

Displaying the Customer Evaluation Report

Paying Incentives Using the Sales Target Report

Displaying the Sales Order Number on Printed Documents

Printing the QR Code on the Sales Invoice

Print Setup

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