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SALES SETUP
In Sales Setup, you need to define the details and set preferences related to the sale documents and reports. Here, you will configure the options which you want to enable for Sale Document and Reports. The Sale-Setup is divided in 6 parts:
  • Basic
  • Sales Custom Fields
  • Customer Custom Fields
  • POS Customer Custom Fields
  • Billing Setup - Item Level
  • Billing Setup - Document Level
  • To mention all these details click on 'Configuration' Icon and select 'Company Setup' option.
  • Click on 'Sales Setup'.
Sales Setup
Basic:
  • Customer Label: Select the label, how you would like to address your customer according to your industry. Selected label will display in the modules, documents, reports related to the sale.
  • Logistic Details: Turn 'ON' this option, if need to add delivery/Shipping details while generating the Sale Documents.
  • Credit Details: Turn 'ON' this option, if you want to manage billing based on credit days, credit amount, or both. The system will ask you to set a credit limit for each customer and will stop invoices from being created if they go over that limit.
  • Document Classification: Turn 'ON' this option, to classify the Sale documents in several different criteria like Area, Product etc, based on which reports can also be filtered.
  • Salesman Wise Billing: Select the option on which basis the salesman is required while generating the Sale Document.
Document Level: With the help of this option single salesman can be select for entire invoice.
Item Level: With the help of this option, you can select salesman for each item separately in a single sale document.
  • Agent Wise Billing: Turn 'ON' this option for agent wise Billing. This option will allow you to track the sales of each agent and support the appraisal process.
  • Tax In Rates: In some industries, prices may include taxes, while in others, taxes are added separately. Even within the same industry, this can vary from customer to customer or document to document.
If your business uses a consistent pricing method, you can choose either 'Inclusive' (taxes included) or 'Exclusive' (taxes added separately).
If pricing varies based on the situation, select 'Document Based', and the system will ask you in each sale document.
  • Sales Stock Posting On: Choose the level at which the stock of an item should be updated - Invoice, PackingList, or OnFirstDocument.
  • For example, you can decide whether the stock should be adjusted during invoice generation or when goods are dispatched.
    On First Document: Indicates whether the first document for stock management is an Invoice or a Dispatch. In AlignBooks, you can choose which document you want to consider as the starting point.
  • Sales Return Stock Posting On: Select the option, on which level stock received through Sale Return should be effect either on Sale Return/Challan/OnFirst Document.
  • Round Off option: AlignBooks gives you the flexibility to round off your sales documents according to your preference. For example, if your base currency is INR, you can round off your invoices to the nearest rupee, or to the nearest multiple of Rs. 5, Rs. 10, and so on. Simply choose your preferred rounding option from the dropdown menu.
  • Posting Ledger Based On: Select the relevant option to maintain your sales ledger posting - Item wise/Tax wise as per the requirement.
  • Sale Rate Based On Purchase Markup: Sale Rate based on purchase Markup refers to generate sale rate based on the some specific % amount added with either Purchase Rate/Cost/MRP reduce.
When you will turn 'ON' 'Sale Rate Based On Purchase Markup' option another field of 'Calculate Markup On' will get enabled.
  • Purchase Rate: Through this option, you can generate Sale Rate = Purchase Rate + (any value in percentage).
    For example, you want to generate Sale Rate by Adding 10% in Purchase Rate.
    Sale Rate = (10% of Purchase Rate) + Purchase Rate.
  • Cost: Usually cost of any item generate after adding or deducting any expense or discount given on the item. Therefore through this option, Sale Rate will generate based on the item's Cost.
    Sale Rate = Purchase Rate +/- Expense or Discount
  • MRP Reduce: To generate Sale Rate by deducting any % of MRP Value from MRP.
    For example, you want to generate Sale Rate by deducting 10% of MRP value from MRP.
    Sale Rate = MRP - (10% of MRP).
  • Select Rate Category on Document: In AlignBooks, you can create a price list category for a specific customer, so that the item's rate will automatically load into the sale documents based on the selected category during invoice generation, turn this option 'ON' to choose the Price Category while creating the sales document.
  • Input Billing Charges on Dispatch: Turn 'ON' this option, to mention billing charges while creating Dispatch entry.
  • Select MRP in Sales if stock with multiple MRP: Turn 'ON' this option, to select MRP wise stock (In MRP wise setup).
  • Sale Rate Based On Parent Company: Turn 'ON' this option, to pick sale Rate which is defined by the Parent Company instead of Child/Sister Company. Parent company refers to the one Main Company having multiple Child/sister companies.
  • Show Purchase Price at the time of Billing: Turn 'ON' this option, to display Purchase Rate while generating the Sale Document.
  • Show Last/Purchase Rate in Sales: If you want to display Last/Purchase Rate while generating Sale Document then Turn 'ON' this option.
  • Show Last Sales Rates: If you want to display Last Sale Rate while generating Sale Document then Turn 'ON' this option.
  • Use Promotion on B2B: Enable this option to apply promotions to B2B parties. In AlignBooks, you can activate promotions for POS transactions or invoices generated through the Sales Module. This option also allows you to apply promotions to sales.
Sales Custom Fields:
  • Sales Custom Fields: Add extra fields in Sale related Invoice as per the industry requirement. These field will display at the bottom of the Sale document.
Require: To enable the field tick the checkbox.
Allow Blank: Set this option to 'OFF' if you want the additional field to be mandatory for documents and prevent it from being left blank. The software will not allow you to save the document unless the field is selected. Set this option to 'ON' if you want to allow the field to be left blank.
Caption: Specify the field that you want to display in the document as per the requirement.
Type: Select the type of field whether it's required as String/Numeric/Currency/Date. If you want the extra field to be Alpha numeric then select 'String'. To mention only numbers in the extra field select 'Numeric'. Similarly if you are enabling the field for currency, then select 'Currency', or for Date format, select 'Date'. You can enable Maximum of 5 Fields.
Customer Custom Fields:
  • If you want to Add extra fields for Customer Master then enable the fields as per the requirement. These fields will display while creating a Customer. You can enable upto 5 Fields.
POS Customer Custom Fields:
  • You can Add extra fields for POS also. You can enable upto 5 Fields.
Billing Setup - Item Level:
  • With the help of this option, you can Add extra fields In Sale Invoice for Item Selection Part. You can enable upto 3 fields, no additional field can be added.
Billing Setup - Document Level:
  • Through this option, you can Add extra fields In Sale Invoice on Document Level. The fields that you will define here will be enabled for entire Sale document. You can enable upto 3 fields, no additional field can be added.
  • Click on 'Save' button.
Sales Setup
This process completed the Sales Setup of the company in AlignBooks.