General - Revision history

Khkoh: /* General Form */

2025-01-25T05:12:43Z

General Form

Khkoh: /* General Form */

2024-12-17T05:40:13Z

General Form

← Older revision		Revision as of 13:40, 17 December 2024
Line 4:		Line 4:
	[[#General Form\|Tag:#General Form]]		[[#General Form\|Tag:#General Form]]

	The interface you are seeing consist of 3 parts~~. In this section, we focus on only the header section.~~		The interface you are seeing for most transactions consist of 3 parts:

	'''The Header:'''		'''The Header:'''

Khkoh: /* Unit Cost In Qty Adjustment */

2023-09-28T03:43:05Z

Unit Cost In Qty Adjustment

← Older revision		Revision as of 11:43, 28 September 2023
Line 46:		Line 46:
	[[#Unit Cost In Qty Adjustment\|Tag:#Unit Cost In Qty Adjustment]]		[[#Unit Cost In Qty Adjustment\|Tag:#Unit Cost In Qty Adjustment]]

	* Upon selecting a product, the unit cost field will be automatically populated. Any modification made to the unit cost will have a direct impact on the product's overall weighted average cost when the adjustment is confirmed. Therefore, if there is no change required in the cost, it is advisable to leave the unit cost unchanged. By keeping the cost unchanged when it remains consistent, you ensure the accuracy of cost calculations and maintain the integrity of the product's financial records. This practice helps streamline the quantity adjustment process while ensuring precise cost tracking for your products. Please [[Standard Cost\|<span style="color:red~~" "font:bold~~">Click Here</span>]] to read more regarding the Product Standard Cost.<br />		* Upon selecting a product, the unit cost field will be automatically populated. Any modification made to the unit cost will have a direct impact on the product's overall weighted average cost when the adjustment is confirmed. Therefore, if there is no change required in the cost, it is advisable to leave the unit cost unchanged. By keeping the cost unchanged when it remains consistent, you ensure the accuracy of cost calculations and maintain the integrity of the product's financial records. This practice helps streamline the quantity adjustment process while ensuring precise cost tracking for your products. Please [[Standard Cost\|<span style="color:red">'''Click Here'''</span>]] to read more regarding the Product Standard Cost.<br />

Khkoh: /* Unit Cost In Qty Adjustment */

2023-09-28T03:42:35Z

Unit Cost In Qty Adjustment

← Older revision		Revision as of 11:42, 28 September 2023
Line 46:		Line 46:
	[[#Unit Cost In Qty Adjustment\|Tag:#Unit Cost In Qty Adjustment]]		[[#Unit Cost In Qty Adjustment\|Tag:#Unit Cost In Qty Adjustment]]

	* Upon selecting a product, the unit cost field will be automatically populated. Any modification made to the unit cost will have a direct impact on the product's overall weighted average cost when the adjustment is confirmed. Therefore, if there is no change required in the cost, it is advisable to leave the unit cost unchanged. By keeping the cost unchanged when it remains consistent, you ensure the accuracy of cost calculations and maintain the integrity of the product's financial records. This practice helps streamline the quantity adjustment process while ensuring precise cost tracking for your products. Please [[Standard Cost\|<span style="color:~~blue~~" "font:bold">Click Here</span>]] to read more regarding the Product Standard Cost.<br />		* Upon selecting a product, the unit cost field will be automatically populated. Any modification made to the unit cost will have a direct impact on the product's overall weighted average cost when the adjustment is confirmed. Therefore, if there is no change required in the cost, it is advisable to leave the unit cost unchanged. By keeping the cost unchanged when it remains consistent, you ensure the accuracy of cost calculations and maintain the integrity of the product's financial records. This practice helps streamline the quantity adjustment process while ensuring precise cost tracking for your products. Please [[Standard Cost\|<span style="color:red" "font:bold">Click Here</span>]] to read more regarding the Product Standard Cost.<br />

Khkoh: /* Unit Cost In Qty Adjustment */

2023-09-28T03:42:08Z

Unit Cost In Qty Adjustment

← Older revision		Revision as of 11:42, 28 September 2023
Line 46:		Line 46:
	[[#Unit Cost In Qty Adjustment\|Tag:#Unit Cost In Qty Adjustment]]		[[#Unit Cost In Qty Adjustment\|Tag:#Unit Cost In Qty Adjustment]]

	* Upon selecting a product, the unit cost field will be automatically populated. Any modification made to the unit cost will have a direct impact on the product's overall weighted average cost when the adjustment is confirmed. Therefore, if there is no change required in the cost, it is advisable to leave the unit cost unchanged. By keeping the cost unchanged when it remains consistent, you ensure the accuracy of cost calculations and maintain the integrity of the product's financial records. This practice helps streamline the quantity adjustment process while ensuring precise cost tracking for your products. Please <span style="color:blue" "font:bold">~~[[Standard Cost\|~~Click Here]]</span> to read more regarding the Product Standard Cost.<br />		* Upon selecting a product, the unit cost field will be automatically populated. Any modification made to the unit cost will have a direct impact on the product's overall weighted average cost when the adjustment is confirmed. Therefore, if there is no change required in the cost, it is advisable to leave the unit cost unchanged. By keeping the cost unchanged when it remains consistent, you ensure the accuracy of cost calculations and maintain the integrity of the product's financial records. This practice helps streamline the quantity adjustment process while ensuring precise cost tracking for your products. Please [[Standard Cost\|<span style="color:blue" "font:bold">Click Here</span>]] to read more regarding the Product Standard Cost.<br />

Khkoh: /* Unit Cost In Qty Adjustment */

2023-09-28T03:41:06Z

Unit Cost In Qty Adjustment

← Older revision		Revision as of 11:41, 28 September 2023
Line 46:		Line 46:
	[[#Unit Cost In Qty Adjustment\|Tag:#Unit Cost In Qty Adjustment]]		[[#Unit Cost In Qty Adjustment\|Tag:#Unit Cost In Qty Adjustment]]

	* Upon selecting a product, the unit cost field will be automatically populated. Any modification made to the unit cost will have a direct impact on the product's overall weighted average cost when the adjustment is confirmed. Therefore, if there is no change required in the cost, it is advisable to leave the unit cost unchanged. By keeping the cost unchanged when it remains consistent, you ensure the accuracy of cost calculations and maintain the integrity of the product's financial records. This practice helps streamline the quantity adjustment process while ensuring precise cost tracking for your products. Please [[Standard Cost\|Click Here]] to read more regarding the Product Standard Cost.<br />		* Upon selecting a product, the unit cost field will be automatically populated. Any modification made to the unit cost will have a direct impact on the product's overall weighted average cost when the adjustment is confirmed. Therefore, if there is no change required in the cost, it is advisable to leave the unit cost unchanged. By keeping the cost unchanged when it remains consistent, you ensure the accuracy of cost calculations and maintain the integrity of the product's financial records. This practice helps streamline the quantity adjustment process while ensuring precise cost tracking for your products. Please <span style="color:blue" "font:bold">[[Standard Cost\|Click Here]]</span> to read more regarding the Product Standard Cost.<br />

Khkoh: /* Unit Cost In Qty Adjustment */

2023-09-28T03:40:13Z

Unit Cost In Qty Adjustment

← Older revision		Revision as of 11:40, 28 September 2023
Line 46:		Line 46:
	[[#Unit Cost In Qty Adjustment\|Tag:#Unit Cost In Qty Adjustment]]		[[#Unit Cost In Qty Adjustment\|Tag:#Unit Cost In Qty Adjustment]]

	* Upon selecting a product, the unit cost field will be automatically populated. Any modification made to the unit cost will have a direct impact on the product's overall weighted average cost when the adjustment is confirmed. Therefore, if there is no change required in the cost, it is advisable to leave the unit cost unchanged. By keeping the cost unchanged when it remains consistent, you ensure the accuracy of cost calculations and maintain the integrity of the product's financial records. This practice helps streamline the quantity adjustment process while ensuring precise cost tracking for your products.<br />		* Upon selecting a product, the unit cost field will be automatically populated. Any modification made to the unit cost will have a direct impact on the product's overall weighted average cost when the adjustment is confirmed. Therefore, if there is no change required in the cost, it is advisable to leave the unit cost unchanged. By keeping the cost unchanged when it remains consistent, you ensure the accuracy of cost calculations and maintain the integrity of the product's financial records. This practice helps streamline the quantity adjustment process while ensuring precise cost tracking for your products. Please [[Standard Cost\|Click Here]] to read more regarding the Product Standard Cost.<br />

Khkoh: /* Unit Cost In Qty Adjustment */

2023-09-26T11:05:11Z

Unit Cost In Qty Adjustment

← Older revision		Revision as of 19:05, 26 September 2023
Line 46:		Line 46:
	[[#Unit Cost In Qty Adjustment\|Tag:#Unit Cost In Qty Adjustment]]		[[#Unit Cost In Qty Adjustment\|Tag:#Unit Cost In Qty Adjustment]]

			* Upon selecting a product, the unit cost field will be automatically populated. Any modification made to the unit cost will have a direct impact on the product's overall weighted average cost when the adjustment is confirmed. Therefore, if there is no change required in the cost, it is advisable to leave the unit cost unchanged. By keeping the cost unchanged when it remains consistent, you ensure the accuracy of cost calculations and maintain the integrity of the product's financial records. This practice helps streamline the quantity adjustment process while ensuring precise cost tracking for your products.<br />

Khkoh: /* Type of Adjustment */

2023-09-26T10:54:18Z

Type of Adjustment

← Older revision		Revision as of 18:54, 26 September 2023
Line 36:		Line 36:

	* When users need to perform a '''Reduce Adjustment''' that involves items with Batch Numbers, it's essential to access the dedicated "'''Qty Adjustments - Reduce'''" option available on the left-hand menu. This specific feature is designed to handle adjustments for items associated with Batch Numbers and expiration dates (exp1/exp2 items). It's important to note that the standard "Qty Adjustments" function is exclusively intended for items without Batch Numbers. Therefore, any adjustments made using this function will solely affect items that do not have a Batch Number assigned. By directing users to the appropriate tool for their specific needs, we ensure precise and efficient management of quantity adjustments, whether they involve items with Batch Numbers or not. This approach helps maintain data accuracy and process integrity.		* When users need to perform a '''Reduce Adjustment''' that involves items with Batch Numbers, it's essential to access the dedicated "'''Qty Adjustments - Reduce'''" option available on the left-hand menu. This specific feature is designed to handle adjustments for items associated with Batch Numbers and expiration dates (exp1/exp2 items). It's important to note that the standard "Qty Adjustments" function is exclusively intended for items without Batch Numbers. Therefore, any adjustments made using this function will solely affect items that do not have a Batch Number assigned. By directing users to the appropriate tool for their specific needs, we ensure precise and efficient management of quantity adjustments, whether they involve items with Batch Numbers or not. This approach helps maintain data accuracy and process integrity.



			[[#Top\|<u>Go to Top</u>]]

			----

			====<span id="Unit Cost In Qty Adjustment">'''Unit Cost In Qty Adjustment'''</span>====
			[[#Unit Cost In Qty Adjustment\|Tag:#Unit Cost In Qty Adjustment]]

Khkoh: /* Type of Adjustment */

2023-09-26T10:41:44Z

Type of Adjustment

← Older revision		Revision as of 18:41, 26 September 2023
Line 35:		Line 35:
	[[#Type of Adjustment\|Tag:#Type of Adjustment]]		[[#Type of Adjustment\|Tag:#Type of Adjustment]]

	* ~~If user is performing~~ a Reduce Adjustment with Batch ~~Number~~, ~~please use~~ "Qty Adjustments - Reduce" on the left menu.		* When users need to perform a '''Reduce Adjustment''' that involves items with Batch Numbers, it's essential to access the dedicated "'''Qty Adjustments - Reduce'''" option available on the left-hand menu. This specific feature is designed to handle adjustments for items associated with Batch Numbers and expiration dates (exp1/exp2 items). It's important to note that the standard "Qty Adjustments" function is exclusively intended for items without Batch Numbers. Therefore, any adjustments made using this function will solely affect items that do not have a Batch Number assigned. By directing users to the appropriate tool for their specific needs, we ensure precise and efficient management of quantity adjustments, whether they involve items with Batch Numbers or not. This approach helps maintain data accuracy and process integrity.

← Older revision		Revision as of 13:12, 25 January 2025
Line 1:		Line 1:
	__FORCETOC__		__FORCETOC__

	===<span id="General Form">'''General Form'''</span>===		== <span id="General Form">'''General Form'''</span> ==
	[[#General Form\|Tag:#General Form]]		[[#General Form\|Tag:#General Form]]

	The interface you are seeing for most transactions consist of 3 parts:		The interface you are seeing for most transactions consist of 3 parts:

	'''The Header:'''		=== '''The Header:''' ===
	* The header section of the quotation form includes essential fields for creating a comprehensive business transaction document. Some fields, such as Date and Reference, are automatically populated with pre-set values or data available in the system. This automation saves users significant effort by eliminating the need to source the required information for each sales transaction. '''Note:''' It is important to ensure that the Reference number is unique and not duplicated, as this helps maintain data integrity and avoids any potential confusion or conflicts within the system.		* The header section of the quotation form includes essential fields for creating a comprehensive business transaction document. Some fields, such as Date and Reference, are automatically populated with pre-set values or data available in the system. This automation saves users significant effort by eliminating the need to source the required information for each sales transaction. '''Note:''' It is important to ensure that the Reference number is unique and not duplicated, as this helps maintain data integrity and avoids any potential confusion or conflicts within the system.
	~~'''The Body:'''~~

			=== '''The Body:''' ===
	* The body section of the form is where the detail product items are entered. Users can select products from the pull-down menu or by entering the first few letters of the item code. The product details, such as description and unit of measurement, will be automatically populated based on the stock master records. The unit price will also be populated based on the price book records. Users then enter the desired quantity and add the line items. If tax is applicable, the system will automatically calculate the tax based on the value and the tax group records of the customers/suppliers. The total sales/purchase value, shipping cost, and tax will also be automatically computed.		* The body section of the form is where the detail product items are entered. Users can select products from the pull-down menu or by entering the first few letters of the item code. The product details, such as description and unit of measurement, will be automatically populated based on the stock master records. The unit price will also be populated based on the price book records. Users then enter the desired quantity and add the line items. If tax is applicable, the system will automatically calculate the tax based on the value and the tax group records of the customers/suppliers. The total sales/purchase value, shipping cost, and tax will also be automatically computed.

	'''The Footer:'''		=== '''The Footer:''' ===

	* The footer of the form contains generic transaction information, such as delivery address, due date, contact, comment, bank information, and shipping company. The footer will display the corresponding information depending on the transaction type.		* The footer of the form contains generic transaction information, such as delivery address, due date, contact, comment, bank information, and shipping company. The footer will display the corresponding information depending on the transaction type.
	* There are three functions in the footer: F6 - Customers, F7 - Branches, and F8 - Items. These functions can be used to trigger a pop-up window to create a new record or select a modified record.		* There are three functions in the footer: F6 - Customers, F7 - Branches, and F8 - Items. These functions can be used to trigger a pop-up window to create a new record or select a modified record.
Line 19:		Line 18:
	----		----

	===<span id="General Notes">'''General Notes'''</span>===		== <span id="General Notes">'''General Notes'''</span> ==
	[[#General Notes\|Tag:#General Notes]]		[[#General Notes\|Tag:#General Notes]]

	====<span id="Enter Item Codes">'''Enter Item Codes'''</span>====		=== <span id="Enter Item Codes">'''Enter Item Codes'''</span> ===
	[[#Enter Item Codes\|Tag:#Enter Item Codes]]		[[#Enter Item Codes\|Tag:#Enter Item Codes]]
	* When inputting item codes, it is important to follow a specific procedure to ensure smooth and efficient data entry. Please utilize the Tab key on your keyboard to navigate to the next field, allowing the system adequate time to retrieve the corresponding item information. For larger datasets, this retrieval process may take between 2 to 5 seconds to complete. It is imperative not to rush and attempt to switch to other fields or input additional data before the item codes have been fully loaded. While the system is capable of processing and transferring data swiftly, your web browser may face challenges handling the volume of data being downloaded. By patiently allowing the system to complete its retrieval process before proceeding, you can ensure accurate and reliable data entry, preventing potential issues associated with premature data input. This simple practice contributes to a seamless and efficient user experience.		* When inputting item codes, it is important to follow a specific procedure to ensure smooth and efficient data entry. Please utilize the Tab key on your keyboard to navigate to the next field, allowing the system adequate time to retrieve the corresponding item information. For larger datasets, this retrieval process may take between 2 to 5 seconds to complete. It is imperative not to rush and attempt to switch to other fields or input additional data before the item codes have been fully loaded. While the system is capable of processing and transferring data swiftly, your web browser may face challenges handling the volume of data being downloaded. By patiently allowing the system to complete its retrieval process before proceeding, you can ensure accurate and reliable data entry, preventing potential issues associated with premature data input. This simple practice contributes to a seamless and efficient user experience.
Line 32:		Line 31:
	----		----

	====<span id="Type of Adjustment">'''Type of Adjustment'''</span>====		=== <span id="Type of Adjustment">'''Type of Adjustment'''</span> ===
	[[#Type of Adjustment\|Tag:#Type of Adjustment]]		[[#Type of Adjustment\|Tag:#Type of Adjustment]]

Line 43:		Line 42:
	----		----

	====<span id="Unit Cost In Qty Adjustment">'''Unit Cost In Qty Adjustment'''</span>====		=== <span id="Unit Cost In Qty Adjustment">'''Unit Cost In Qty Adjustment'''</span> ===
	[[#Unit Cost In Qty Adjustment\|Tag:#Unit Cost In Qty Adjustment]]		[[#Unit Cost In Qty Adjustment\|Tag:#Unit Cost In Qty Adjustment]]