Zayls Transactions and Reports
Part 4 of 6: Tracking your purchase orders
Begin creating purchase orders
Start purchasing from your suppliers to fill up your stocks. Indicate the date, location, payment terms and even adjust the unit cost of the product if there are changes made by your supplier.
Acknowledge receipt of deliveries made by your suppliers
Receive items from suppliers based on created purchase orders and monitor receive order status.
Processing your purchases
Record invoices that are sent by suppliers for your purchase orders.
Document payments made to your suppliers for purchase orders.
Process purchase returns in cases of damaged items delivered or for wrong items delivered to you.
Ask for a purchase refund for reported and approved purchase returns.
Part 5 of 6: Handling your sales orders
Encode sales orders
Process sales orders made by customers and monitor the status of it. You can check the record of sales orders based on different filters such as order date, target delivery date, customer, locations, and statuses.
Ship out orders to clients
Manage your product deliveries to clients, which can be done partially or in full. You can also assign a truck per delivery for better scheduling and capacity tracking.
Process sales orders
Create invoices for customer sales orders, whether they are delivered or due for delivery.
Record collected payments made by customers. You can adjust collections accordingly by including additions, deductions, and sales returns.
Create sales returns for proper documentation and tracking of customer returns. It can be for damaged items, quality issues, or a change of mind.
Process a sales refund for your customers’ reported sales return.
Part 6 of 6: Monitoring your performance and activity progress
Monitor your activities using the dashboard
Monitor your business’ progress through the Zayls Dashboard. Get a bird’s eye view of your purchasing, sales, and inventory performances.
Assess your reports
Evaluate reports to make sound business decisions by analyzing sales, inventory, purchasing, order fulfillment, account settlement, and customer/supplier relationship.