General

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 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 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 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.
• 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.