SalesMate + Transaction Menu

 

Add Transaction

 

Edit/Delete Transaction

 

Cancel Transaction

 

Add Miscellaneous Income

 

Add Miscellaneous Expense

 

Edit/Delete Miscellaneous Income

 

Edit/Delete Miscellaneous Expense

 

 

Add Transaction

 

This menu is used to add transactions. To add a transaction you have to include a customer.  In order to find out particular customer you have to enter Customer ID or Customer Name. If you are giving Customer ID (eg: 1) for finding out the customer, it will list all the customers whose ID starting with the given ID (i.e., 1). If you are listing out customers using customer name, then you have to give the first letter of the name. It will list all the customers whose name starting with that character. This will display customer details in the list. If you want to find out more details about the customer, you can click on Find then the Find Customer window will appear.

 

In order to display available services, either give Service ID, Service Name or click on Display All Services. From available services select needed services and add it in to Added Services by clicking Add button. Before Adding the selected services into Added Services give the Quantity and Date of Delivery. Then notice the status of transaction (Open, Close). While adding the service into the added service, Gross, Net and Balance Amount will be automatically generated. Also you can give Discount and can note if the customer had paid any advance amount. Balance amount will be changed automatically according to the advance given. If any discount has been given, then net amount and balance will change automatically.

 

Also you can remove an added service by clicking Remove button. Also you can add function details if you have any order for function. You can enter functional details by clicking Function Details button. After adding all details you have to click on Add button to save the added transaction and produce Receipt. When you click on Add button a message will be prompted as shown in Fig 31 A. Click yes to add the amount into customer balance. After that another message will come as shown in Fig 31 B

 

Add Transaction window is as shown in Fig 30. Transaction screen after a service has been added is as shown in Fig 30 A. Functional Details screen is as shown in Fig 31.The receipt is as shown in Fig 31 C.

Shortcut Key for Add Transaction is Ctrl+T

 

Fig30: Add Transaction Details Screen before adding service

 

 

 

 

30 A: Add Transaction screen after adding a service

 

 

 

 

Fig 31: Functional Details Screen

 

 

 

Fig 31 A:Add to customer Balance.

 

 

 

Fig 31 B: Add transaction.

 

Fig 31 C: Receipt of Transaction

 

Edit/delete Transaction

 

In this menu you can view, change or delete transaction. At first, Edit/delete Transaction Window will appear. You can display Transaction details by selecting various options such as Transaction ID, selecting List all transaction / transaction after a given date. After that, select needed services and click on Edit button to Edit the transaction and Delete button to delete the transaction.

 

Edit/Delete Transaction window is as shown in Fig.32.

 

When you click on Edit Button Transaction window will appear and you can make necessary changes and save the changes. The changes will be updated to the database and list in Edit/Delete Transaction. The Transaction Screen is as shown in Fig 33. From there (Transaction Window) also you can delete the transaction.

 

If you click on Delete Button then it will display a message as shown in Fig 33 A, if the transaction is open. In the case of Closed/Cancelled transaction another message will appear as shown in Fig 33B.

 

 

 

Fig32: Edit Transaction Screen

 

 

 

Fig 33: Transaction Screen

 

 

 

 

Fig 33 A: Message if transaction is open

 

 

 

Fig 33 B: Confirmation of deletion

 

Cancel Transaction

 

In this menu you can cancel a transaction. You can select the transaction by using various options such as transaction ID, Transaction after a particular date or List all Transaction. Then select the needed service from list and give Amount returned to the customer. Amount returned to the customer will be enabled only if the customer paid any advance. After entering amount returned, if any, click on Save Button to cancel the transaction.

 

Cancel transaction window is as shown in Fig.34

 

 

 

Fig.34: Cancel Transaction

 

Add Miscellaneous Income

  

In this menu item you can add income which is not directly related to sales. You can add Transaction Id, Date, Name, Amount and Description. You can select Miscellaneous Item from ‘Transaction name’. If you want to add a new item (misc. item), then Click on Add Button. When click on Add button, Add Misc. Item Window will appear. After enter all the fields click on Save button to save the transaction into database as well as Transaction name.

 

Shortcut key for Add Miscellaneous Income is Ctrl+I.

 

Add Miscellaneous Income Screen is as shown in Fig 35

 

 

 

Fig 35: Add Misc. Income

 

Add Miscellaneous Item is as shown in Fig 36. When this window is up, click on Add button and add new Item. After that click on Save.

 

 

 

Fig 36: Add Miscellaneous Item Screen

 

Add Miscellaneous Expense

 

In this menu item you can add Expense which is not directly related to sales. For eg. Expenses like employee salary, electricity bill etc. You can add Transaction Id, Date, Name, Amount and Description. You can select miscellaneous expense from Transaction name. If you want to add a new item (misc. item), then Click on Add Button. When click on Add button, Add Misc. Item Window will appear. After enter all the fields click on Save button.

 

Shortcut Key for Add Miscellaneous Expense is Ctrl+E.

 

Add Misc. Income Screen is as shown in Fig 37. Add Misc. Item Screen is as shown in Fig 38. When this window is up, click on Add button and add new Item.

 

 

 

Fig 37: Add Miscellaneous Expense

 

 

 

Fig 38: Add Miscellaneous Item screen

Edit/Delete Miscellaneous Income

 

In this menu you can Edit/Delete Miscellaneous income. At first Edit Miscellaneous Income window will appear. From here you can select Miscellaneous Income Transaction. If you want to show all the transaction then select Show All Transactions. Also you can select transaction using transaction ID and Date.

 

After selecting a particular transaction click on Edit button to edit the transaction or click on Delete button to delete Transaction. If you click on Edit button then Edit Miscellaneous Income Screen will display. You can make necessary changes and click on Save button to save the changes to the database as well as list in edit Miscellaneous income.

 

If you click on Delete button a message will appear as shown in Fig 40 A.

 

Edit Miscellaneous Income is as shown in Fig 39. Edit Income Screen for editing the details of the Transaction is as shown in Fig 40

 

 

 

Fig 39: Edit Income Screen

 

 

 

Fig 40: Edit Income Screen

 

 

 

Fig 40 A: Confirmation of Deletion

 

Edit/Delete Miscellaneous Expense

 

In this menu you can Edit/Delete Miscellaneous expense. At first, Edit Miscellaneous Expense window will appear.From here you can select Miscellaneous Transaction and if you want to see all the transactions then select Show All Transactions. Also you can select transaction using transaction ID and Date.

 

After selecting a particular transaction click on Edit button to edit the transaction or click on Delete button to delete Transaction. If you click on Edit button then Edit Miscellaneous Expense Screen will display. You can make necessary changes and click on Save button to save the changes to the database as well as list in edit Miscellaneous expense.

 

If you click on Delete button a message will appear as shown in Fig 42 A.

 

Edit Miscellaneous Expense is as shown in Fig 41. Edit Expense Screen for editing the details of the Transaction is as shown in Fig 42.

 

 

 

Fig.41: Edit Expense for searching Miscellaneous Transaction

 

 

 

Fig.42: Edit Expense Screen for editing the Details

 

 

 

 

Fig 42 A: Confirmation of Deletion