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
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.
Record invoices that are sent by suppliers for your purchase orders.
Document payments made to your suppliers for purchase orders.
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 delivery of trucks to better track delivery schedules and capacities.
Process sales orders
Create sales returns for reported damaged items or wrong deliveries made by your customers.
Process a sales refund for your customers’ reported sales return.
Create invoices for sales orders of your customers for items due for delivery or delivered.
Record collected payments made by customers. Collections can be adjusted accordingly by including customer deposits, additions, deductions, and even sales returns.
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.