Create or Edit a Daily Sales Entry | Zayls

by Jerome Tan
2 months ago
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Knowledge Base Sales | Create or Edit a Daily Sales Entry

Create or Edit a Daily Sales Entry

Create a Daily Sales Entry:   

  1. In the Daily Sales Entry  Overview, click  New  Daily Sales Entry. 

2. In the New Daily Sales Entrywindow, enter the Location, Transaction Date, Item/s, and Quantity.

3. You may also enter the Reference #Remarks and select a Discount per Item.    

Item set in the Price Matrix will have its automatic discount. Final price set in the Price Matrix cannot be removed in the Daily Sales Entry. 

The Unit Price displayed in the item list is VAT-inclusive while the unit cost that would be deducted to the current inventory cost once the daily sales entry is recorded would be VAT-exclusive or the Net of VAT for that specific item.

4. Once done, click  Save   to save the  transaction or  Cancel  to terminate the form. 

  • Save will record the transaction and will automatically deduct the inventory based from the items and quantities listed. 

5. A successful message will appear at the top-right hand corner and you’ll be able to see the newly created daily sales entry. You can click the message to create another daily sales entry.  

DSE# is auto-generated but you can override and type in a different number. To check the form’s next auto-generated numbers, click  here. 

Edit a Daily Sales Entry:    

  1. Click the  Daily Sales Entrythat you want to edit.   
  2. Click  Edit.   
  3. Enter the new details and then click  Save located at the bottom. A message will appear if the daily sales entry is saved  successfully.    

If you are not able to create or edit a Daily Sales Entry that means the admin did  not  give you access to  Daily Sales Entry - Modify. 

If the user is not an Admin, functionalities such as edit, void, delete will not work after seven days of the transaction creation.  

Add Comments to a Daily Sales Entry:    

The comment feature allows you to leave important messages to keep everyone informed.

  1. In the Daily Sales Entry record, scroll down to view the Comments section.
  2. Enter your message in the Comment box.    
  3. You may also add attachments such as photos or files. Click Add attachment below the  Comment box. A Dialog box asking the location of the file will appear. Click the file you want to upload and then click Open.
  4. Once finished, click Post. A successful message will appear, and the new message will display on top of the conversation.   

Edit or Delete a Comment:    

  1. Find the comment you want to edit or delete.     
  2. Click  .    
  3. To update the comment, click Edit. To delete the comment, Click Delete.

Only accounts with admin account type can delete comments made by other regular users. 

Editing is only allowed if there are no consolidated SO for the DSE.