Sales
This form is used to manage sales data.
- Application menu
- Sales → Sales
- Database table
sales- Primary Key
salesid(Invoice).- User permissions
- Access for this form (create, update, delete, duplicate) can be configured from the General → User Role List menu.
- Initial focus when creating data
- Field
Divisionwill receive focus first. - Sorting order
- Records are sorted by
Sales Datethensalestime. - Print template
- Update the print template for this form via General → Print Layout using Design Group =
salesform. - List print template
- Adjust the list print layout via General → Print Layout using Design Group =
saleslist.

SALES (Daftar)

SALES (Form)
General
The general section contains several inputs that end users can populate:
- DivisionThe division input is required.. The division input can be used as a filter on the main list form..
- Options are loaded from table division (form Division List). The default value follows the Role User form, but you can choose another item.
- InvoiceThe invoice input is required.. The invoice input can be used as a filter on the main list form..
- DateThe date input is required.. The date input can be used as a filter on the main list form..
- This field captures a date. It defaults to today, and you can select another date from the picker or type it manually.
- TimeThe time input is required.. The time input can be used as a filter on the main list form..
- This field captures a time value. It defaults to the current time but you can adjust it via the picker or by typing.
- Rental TransactionThe rental transaction input can be used as a filter on the main list form..
- Rental Duration
- Rental UnitThe rental unit input can be used as a filter on the main list form..
- Select one of the available options.
- Available options:
- Hour
- Day
- Month
- Year
- Rental ExpiredThe rental expired input can be used as a filter on the main list form..
- This field captures both date and time. It defaults to the current timestamp and can be adjusted via the picker or typed manually.
- Rental CompletedThis input is read-only and only displays data from system.. The rental completed input can be used as a filter on the main list form..
- CurrencyThe currency input is required.. The currency input can be used as a filter on the main list form..
- Options are loaded from table currencies (form Currency List). The default value follows the Role User form, but you can choose another item.
- Default Exchange Rate
- Enter numeric values into default exchange rate.
- Applied Exchange Rate
- Enter numeric values into applied exchange rate.
Customer
- Customer CodeThe customer code input is required.. The customer code input can be used as a filter on the main list form..
- This field searches table customer (form Customer). Open the dropdown, type a keyword, and pick the desired record.
- Customer NameThis input is read-only and only displays data from system.. The customer name input can be used as a filter on the main list form..
- This field displays customer name and is populated automatically.
- AddressThis input is read-only and only displays data from system..
- This field displays address and is populated automatically.
- Taxpayer IDThis input is read-only and only displays data from system..
- This field displays taxpayer id and is populated automatically.
- Credit LimitThis input is read-only and only displays data from system..
- This field displays credit limit and is populated automatically.
- Credit Limit TypeThe credit limit type input can be used as a filter on the main list form..
- Select one of the available options.
- Available options:
- Invoice Amount Limit
- Invoice Quantity Limit
- Accounts ReceivableThis input is read-only and only displays data from system..
- This field displays accounts receivable and is populated automatically.
Sales Representative
- Sales Representative CodeThe sales representative code input can be used as a filter on the main list form..
- This field searches table salesman (form Sales Representative). Open the dropdown, type a keyword, and pick the desired record.
- Sales Representative NameThis input is read-only and only displays data from system.. The sales representative name input can be used as a filter on the main list form..
- This field displays sales representative name and is populated automatically.
Fill Data from Sales Order
- Sales Order
- This field searches table salesorder (form Sales Order). Open the dropdown, type a keyword, and pick the desired record.
- Sales Details
- Add Sales Details entries via the [+ New] action (or [+] icon on mobile). The dialog that appears contains the fields described in Sales Details.
- Payment TermThe payment term input is required..
- Select one of the available options.
- Available options:
- Cash
- Cash on Delivery
- Credit
- Discount Days LimitThe discount days limit input is required.. The discount days limit input can be used as a filter on the main list form..
- Discount (%)
- Enter numeric values into discount (%).
- Payment TermThe payment term input is required.. The payment term input can be used as a filter on the main list form..
- Billed ToThe billed to input is required.. The billed to input can be used as a filter on the main list form..
- This field searches table customer (form Customer). Open the dropdown, type a keyword, and pick the desired record.
- Customer NameThis input is read-only and only displays data from system..
- This field displays customer name and is populated automatically.
- Credit LimitThis input is read-only and only displays data from system..
- This field displays credit limit and is populated automatically.
- Discount (%)
- Enter numeric values into discount (%).
- Discount
- Enter numeric values into discount.
- Total SalesThis input is read-only and only displays data from system.. The total sales input can be used as a filter on the main list form..
- This field displays total sales and is populated automatically.
- Payment
- Add Sales Payment entries via the [+ New] action (or [+] icon on mobile). The dialog that appears contains the fields described in Payment.
Expense
The expense section contains several inputs that end users can populate:
- Expense
- Add salesexpensesdetail entries via the [+ New] action (or [+] icon on mobile). The dialog that appears contains the fields described in Expense.
Rewards and Points
The rewards and points section contains several inputs that end users can populate:
- Points BalanceThis input is read-only and only displays data from system.. The points balance input can be used as a filter on the main list form..
- This field displays points balance and is populated automatically.
- PointsThe points input can be used as a filter on the main list form..
- Enter numeric values into points.
- Total PointsThis input is read-only and only displays data from system.. The total points input can be used as a filter on the main list form..
- This field displays total points and is populated automatically.
- Check Rewards & PointsThis input is read-only and only displays data from system..
- Product Gift
- Add Product Gift entries via the [+ New] action (or [+] icon on mobile). The dialog that appears contains the fields described in Product Gift.
Additional Tax
The additional tax section contains several inputs that end users can populate:
- Additional Tax
- Add salesextratax entries via the [+ New] action (or [+] icon on mobile). The dialog that appears contains the fields described in Additional Tax.
Others
The others section contains several inputs that end users can populate:
- NotesThe notes input can be used as a filter on the main list form..
- Change LogThe change log input can be used as a filter on the main list form..
- PrintedThe printed input can be used as a filter on the main list form..
- ShipmentThe shipment input is required.. The shipment input can be used as a filter on the main list form..
- Options are loaded from table shipments (form Shipment List). The default value follows the Role User form, but you can choose another item.
- Received DateThis input is read-only and only displays data from system.. The received date input can be used as a filter on the main list form..
- This field displays a timestamp that is populated automatically.
- Product ReceivedThe product received input can be used as a filter on the main list form..
- SettledThe settled input can be used as a filter on the main list form..
- Settlement DateThis input is read-only and only displays data from system.. The settlement date input can be used as a filter on the main list form..
- This field captures a date. It defaults to today, and you can select another date from the picker or type it manually.
- Settlement Ref.This input is read-only and only displays data from system.. The settlement ref. input can be used as a filter on the main list form..
- Created ByThis input is read-only and only displays data from system.. The created by input can be used as a filter on the main list form..
- This field shows the user code that created the record and is filled automatically.
- Modified ByThis input is read-only and only displays data from system.. The modified by input can be used as a filter on the main list form..
- This field shows the user code that last modified the record and is filled automatically.
- Last ModifiedThis input is read-only and only displays data from system.. The last modified input can be used as a filter on the main list form..
- This field displays a timestamp that is populated automatically.
Sales Details
This form is used to manage sales details data.
- Database table
salesdetail- Primary Key
transid(Code).- User permissions
- Access for this form (create, update, delete, duplicate) can be configured from the General → User Role List menu.
- Initial focus when creating data
- Field
Productwill receive focus first. - Sorting order
- Records are sorted by
Invoice. - List print template
- Adjust the list print layout via General → Print Layout using Design Group =
.

SALES DETAILS (Daftar)

SALES DETAILS (Form)
Additional Fields
The additional fields section contains several inputs that end users can populate:
- DepartmentThe department input is required.. The department input can be used as a filter on the main list form..
- This field searches table departement (form Department). Open the dropdown, type a keyword, and pick the desired record.
- ProductThe product input is required.. The product input can be used as a filter on the main list form..
- This field searches table product (form Product). Open the dropdown, type a keyword, and pick the desired record.
- NameThis input is read-only and only displays data from system.. The name input can be used as a filter on the main list form..
- This field displays name and is populated automatically.
- Serial NumberThe serial number input can be used as a filter on the main list form..
- This field searches inventory. Open the dropdown, type a keyword, and pick the desired record.
- Expiration DateThis input is read-only and only displays data from system.. The expiration date input can be used as a filter on the main list form..
- This field captures a date. It defaults to today, and you can select another date from the picker or type it manually.
- SN from List
- UnitThe unit input is required.. The unit input can be used as a filter on the main list form..
- This field searches units. Open the dropdown, type a keyword, and pick the desired record.
- Quantity
- Enter numeric values into quantity.
- Price
- Enter numeric values into price.
- GrossThis input is read-only and only displays data from system..
- This field displays gross and is populated automatically.
- Discount (%)
- Enter numeric values into discount (%).
- Discount Value
- Enter numeric values into discount value.
- TaxThe tax input can be used as a filter on the main list form..
- Options are loaded from table taxes (form Tax List). The default value follows the Role User form, but you can choose another item.
- Tax AmountThis input is read-only and only displays data from system..
- This field displays tax amount and is populated automatically.
- SubtotalThis input is read-only and only displays data from system..
- This field displays subtotal and is populated automatically.
- Service StaffThe service staff input is required.. The service staff input can be used as a filter on the main list form..
- This field searches table servicedoer (form Service Staff). Open the dropdown, type a keyword, and pick the desired record.
- Service Staff NameThis input is read-only and only displays data from system.. The service staff name input can be used as a filter on the main list form..
- This field displays service staff name and is populated automatically.
- NotesThe notes input can be used as a filter on the main list form..
Sales Payment
This form is used to manage payment data.
- Database table
salespayments- Primary Key
transid(Code).- User permissions
- Access for this form (create, update, delete, duplicate) can be configured from the General → User Role List menu.
- Initial focus when creating data
- Field
Payment Typewill receive focus first. - Sorting order
- Records are sorted by
Invoice. - List print template
- Adjust the list print layout via General → Print Layout using Design Group =
.

PAYMENT (Daftar)

PAYMENT (Form)
Additional Fields
The additional fields section contains several inputs that end users can populate:
- Payment TypeThe payment type input is required.. The payment type input can be used as a filter on the main list form..
- Options are loaded from table paymenttype (form Payment Method List). The default value follows the Role User form, but you can choose another item.
- QR CodeThis input is read-only and only displays data from system..
- Check Customer PointsThis input is read-only and only displays data from system..
- Total PointsThe total points input can be used as a filter on the main list form..
- Enter numeric values into total points.
- Payment Value per 1 PointThis input is read-only and only displays data from system.. The payment value per 1 point input can be used as a filter on the main list form..
- This field displays payment value per 1 point and is populated automatically.
- Payment
- Enter numeric values into payment.
- Discount (%)
- Enter numeric values into discount (%).
- Discount
- Enter numeric values into discount.
- Due Date
- This field captures a date. It defaults to today, and you can select another date from the picker or type it manually.
- Received
- Payment Ref.
- Payment Fees (%)
- Enter numeric values into payment fees (%).
- Payment Fees
- Enter numeric values into payment fees.
- onlinepaymentspaynow
salesexpensesdetail
This form is used to manage expense data.
- Database table
salesexpensesdetail- Primary Key
transid(Code).- User permissions
- Access for this form (create, update, delete, duplicate) can be configured from the General → User Role List menu.
- Initial focus when creating data
- Field
Expensewill receive focus first. - Sorting order
- Records are sorted by
Invoice. - List print template
- Adjust the list print layout via General → Print Layout using Design Group =
.

EXPENSE (Daftar)

EXPENSE (Form)
Additional Fields
The additional fields section contains several inputs that end users can populate:
- ExpenseThe expense input is required.. The expense input can be used as a filter on the main list form..
- This field searches table salesexpenses (form Selling Expenses). Open the dropdown, type a keyword, and pick the desired record.
- Expense Value
- Enter numeric values into expense value.
- Notes
Product Gift
This form is used to manage product gift data.
- Database table
salesrewarddetail- Primary Key
transid(Code).- User permissions
- Access for this form (create, update, delete, duplicate) can be configured from the General → User Role List menu.
- Initial focus when creating data
- Field
Productwill receive focus first. - Sorting order
- Records are sorted by
Invoice. - List print template
- Adjust the list print layout via General → Print Layout using Design Group =
.

PRODUCT GIFT (Daftar)

PRODUCT GIFT (Form)
Additional Fields
The additional fields section contains several inputs that end users can populate:
- DepartmentThe department input is required.. The department input can be used as a filter on the main list form..
- This field searches table departement (form Department). Open the dropdown, type a keyword, and pick the desired record.
- ProductThe product input is required.. The product input can be used as a filter on the main list form..
- This field searches table product (form Product). Open the dropdown, type a keyword, and pick the desired record.
- NameThis input is read-only and only displays data from system.. The name input can be used as a filter on the main list form..
- This field displays name and is populated automatically.
- Serial NumberThe serial number input can be used as a filter on the main list form..
- This field searches inventory. Open the dropdown, type a keyword, and pick the desired record.
- Expiration DateThis input is read-only and only displays data from system.. The expiration date input can be used as a filter on the main list form..
- This field captures a date. It defaults to today, and you can select another date from the picker or type it manually.
- UnitThe unit input is required.. The unit input can be used as a filter on the main list form..
- This field searches units. Open the dropdown, type a keyword, and pick the desired record.
- Quantity
- Enter numeric values into quantity.
- Price
- Enter numeric values into price.
- GrossThis input is read-only and only displays data from system..
- This field displays gross and is populated automatically.
- TaxThe tax input can be used as a filter on the main list form..
- Options are loaded from table taxes (form Tax List). The default value follows the Role User form, but you can choose another item.
- Tax AmountThis input is read-only and only displays data from system..
- This field displays tax amount and is populated automatically.
- SubtotalThis input is read-only and only displays data from system..
- This field displays subtotal and is populated automatically.
- NotesThe notes input can be used as a filter on the main list form..
salesextratax
This form is used to manage additional tax data.
- Database table
salesextratax- Primary Key
transid(Code).- User permissions
- Access for this form (create, update, delete, duplicate) can be configured from the General → User Role List menu.
- Initial focus when creating data
- Field
Productwill receive focus first. - Sorting order
- Records are sorted by
Invoice. - List print template
- Adjust the list print layout via General → Print Layout using Design Group =
.

ADDITIONAL TAX (Daftar)

ADDITIONAL TAX (Form)
Additional Fields
The additional fields section contains several inputs that end users can populate:
- ProductThe product input is required.. The product input can be used as a filter on the main list form..
- This field searches salesdetail. Open the dropdown, type a keyword, and pick the desired record.
- NameThis input is read-only and only displays data from system.. The name input can be used as a filter on the main list form..
- This field displays name and is populated automatically.
- Quantity
- Enter numeric values into quantity.
- UnitThe unit input is required.. The unit input can be used as a filter on the main list form..
- This field displays unit and is populated automatically.
- GrossThis input is read-only and only displays data from system..
- This field displays gross and is populated automatically.
- TaxThe tax input can be used as a filter on the main list form..
- Options are loaded from table taxes (form Tax List). The default value follows the Role User form, but you can choose another item.
- Tax AmountThis input is read-only and only displays data from system..
- This field displays tax amount and is populated automatically.
Documentation Group
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- 90
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