How do I record sales from the factory?

Go to Production Department › Sales from factory. Press Add a sale for things the factory sells, like waste fabric or bags, by kg and taka. Press Customer order when a customer orders something at the factory; it becomes a full ERP order you can print.

Where to find it

Admin › ERP › Production Department › Sales from factory.

You see it if you have Own cash wallet. Admin, Manager and Production Manager have it from the start; the store owner sees it always.

Step by step: a sale

1. Press Add a sale.
2. Pick the Date (today or earlier).
3. In What, pick the item. The first time, pick Other — a new name… and type it (for example "Cotton waste"). The name stays on the list for next time.
4. Write the Kg (optional) and the Taka (required).
5. Add the Buyer and a Note if you like.
6. In Money went into, pick the account the cash went to, or leave "not in the cashbook".
7. Press Save.

Step by step: a customer order

1. Press Customer order.
2. Fill in Date, Customer name, Phone and, if needed, Address.
3. Write What to make, the Colour / fabric and any Special note for sewing & cutting.
4. Enter the Price (taka) and what was Paid now, and pick the account in Money went into.
5. Add Photos of the design if you have them (up to 10).
6. Press Save order.

The order gets its own invoice number under a page called "Factory (customers who come to the factory)". It is not sent to any courier. In the sales list, use A4 and Factory card to print it; the print carries a QR code, so the factory can submit work on it like any other order.

Good to know

• Money in the cashbook. If you pick an account, the amount goes in as income under "Sales from factory". For a customer order, only the Paid now amount goes in.
• Totals. The top shows totals per item (with taka per kg when kg is given) and a grand total. By month on the right sums each month. The page starts on all time.
• Sellers' orders waiting at the factory. Orders a seller marked "customer takes it from the factory" show in a box at the top, to hand over and take the money.
• Changes after saving. The store owner edits or removes directly. Others change or remove their own entries, and the change waits for the Super Admin's approval (marked "waiting"). A customer order is changed from its order page.

Common problems

• I cannot remove a customer order. It is already with a courier or the factory has worked on it. Cancel it from the order page instead.
• The account I want is not in Money went into. You can only use the accounts given to you. Ask the store owner.

Related

• How do I record an order the customer takes from the factory?
• How do I print parcel sheets and factory cards?
• How do I note goods that arrived?
• What is factory work tracking?