Introduction
Orders from customers in the accounting program online mKsiegowa.pl treated the same as the "Pro-Forma" Invoice.
Issuing new orders
A new order from the Client (or pro-forma invoice), you can enter in the Sales -> Sales Order Entry.
Document header
In the header of the document, in the Customer field select the customer from the list.
If you can't find the customer in the drop-down list, or you want to change the data of the buyer, you can do it by pressing F2 or by clicking on the 
ikon.
The window pops-up and displays data of the customer, that was previously selected from the list. To add a client in the drop-down list, select the first item at the top of the list New customer. For each new client program automatically creates the first branch. More branches can be added later.
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You can edit customers and branches also in the Sales module: |
In the header we have insight into the Current credit. Clicking on the number redirects to a screen presenting the previous transactions of this customer.
Reference is an internal document number in the system. The program automatically generates a number based on the last number stored in the form settings - type = Sales Order.
In the next field you can select Price list (also referred to as Sales Type).
Next you can define payment terms
- the default payment terms are stored in the customer settings,
- List of allowed terms of payment may be limited for each user through the Point of sale settings.
Document Content
In the section Sales Order Items, choose the goods or services previously prepared in the item list. Select items using code or from the drop down list. After determining the quantities and prices, click on the Add item on the right.
At any time you can modify previously entered items. To do this, click the icon 
on the right hand side of the selected line.
Items used on the invoice can be defined in:
- Items - services, goods, products,
- Commodity Identification Codes - bar codes, internal codes, etc.,
- Sales Kits - the ability to create sets.
Footer of the document
In the lower section of the document you can choose a warehouse location, delivery address and a number of other details.
Finally, click the button Place Order at the bottom of the screen.
Print Order / pro-forma invoice
Orders can be printed with the title Sales Order or Pro-Forma Invoice. This can be selected in the Company Setup.
Pro - forma Invoice based on the offer
If you have previously prepared an offer you can automatically convert it to a sales order or pro-forma invoice.
Use Sales Quotation Inquiry for this purpose.
Prepaid Invoice
Program mKsiegowa.pl also allows preparation of prepaid invoices.
Print orders and invoices, pro-forma
The document can be printed here:
- Immediately after issuing the document
- Customer and Sales Reports