Sales panel is most commonly used part of our system. With this panel we can easily manage all our sales, payments, outstanding, extra payments collections like meter charge.

In sales panel you can easily see all sold assets and you can also filter data base on Asset Type, Asset Status and Sales Date.





In sales section you can do below tasks

• Make Sales
• Cancelled Sales
• Remove Sales
• Assign Payment Plan
• Receive Payments
• Receive Extra Payments not Included in Sales Amount
• Make Broker Payments
• View Sales Payments Details
• Print Sales Invoice

 
To Make Sales:

Simply goes to Left panel=> Sales => Click on Add Sales Button

Select Project: In this field user need to select project.

Select Customer: In this field user need to select customer name. If customer is not available in your list then you quick add it by Icon. Or you can add detail information in Relations=> Customers.

Select Assets: In this field user need to select assets type.

Select Assets Number: In this field user need to select assets number which customer want to buy. In this list only assets number appear which are not sold and not on hold. If this list is blank that means that no assets are available to sold.

Enter Square Feet Price: In this field user has to enter per square feet amount for his selected assets. In bottom of this box our system also display asset price according to size and square feet price enter during creation of assets.

Sales Amount: In this field user need to enter sales amount.

Sales Date:  In this field user have to select date of sales.

Reference By:  In this field user can give the name of reference person.

Select Broker: If Sales was done through broker then user can also select broker name and brokers percentage. If broker name is not available in list then you can quick add through   Icons in right of box. And if you want to enter detail information of broker then you can do it in Relations=> Brokers.



To Cancelled Sales:  

Simply edit sales that you want to cancelled and in that form at last you can see one dropdown of Status, In that dropdown simply select Cancel and then click on save so now your sales is cancelled.

Note: once you cancel sales then you cannot rollback it.

To Remove Sales: 

Simply click on deleted  icon in sales listing and sales will be removed.

Note: Once you remove sales then all its effect are removed from system. Different between cancelled and remove is that for cancelled all data are remain in system and for remove all data are removed from our system.
 
To Assign Payment Plan:

After you make any sales always assign payment plan is next steps, in this section we can decide payment schedule with our customers. So this step is also very important part of our system.

To assign payment plan in sales listing click on Icon. When you click on that icon you can see all detail of your sales like customer detail, sales amount, received amount, outstanding amount, extra receive amount and settlement pending amount.

On this screen you can select any existing plan from “Select Existing Payment Plan” box, When you select any plan then at below all payment’s entry will be display with amount and date and if you want to change then you can also easily able to do it. In payment plan form you can see below information

Date: Date of payment

Receive Amount: Amount customer need to pay

Total Receive: Final Amount customer need to pay, no need to enter this amount it will automatically filled depend on Receive Amount.

Payment For: Type of payment e.g. Token, Master Installment, Installment. This is a one of the most important setting. In our system sometime we need to take extra payments like Meter Charges, Water Charges, Maintenance charges which are not directly included against our sales in such case we need to select appropriate setting for this section. We can customize all this setting in Masters=>Projects Payments Type.

Status: This is payment status, by default it is un-paid and if we wish then we can also make payment from here by select Paid but in this case we also need to enter payment related information.

Received by: In Received by list all employee and partner’s name will be appear so we have to choose that who receive this payment.

Remark: Payment Remark or some extra information.

Type: We have to select this option if we are making actual payment. Here we have to select Type of payment we are making. Customer can make payment either by cash or by cheque and if customer is making payment by cheque then also need to enter other bank related information.
In this section you can also customize payment plan by entering each entry manually.


To Receive Payments:

After making any sales our next big thing is to receive payments from customers. We can do this easily with our system.

To Receive Payment we have to follow below steps
 

1. Left panel=> Go to Sales
2. Click on  Icon of particular sales for which we have to receive payment, after click on this icon one screen will appear in which we can see all payment associated with sales and in that entry select appropriate entry and enter payment information.
3. If you don’t create any payment plan for this customer then also you can enter new entry with payment.
4. Now fill up below information properly.
   1. Date: Date of payment
   2. Receive Amount: Amount customer need to pay
   3. Total Receive: Final Amount customer need to pay, no need to enter this amount it will automatically filled depend on Payment Amount.
   4. Payment For: Type of payment e.g. Token, Master Installment and Installment. This is a one of the most important setting. If type of payment we are receiving is not available in this list then also we can add it in Masters=>Projects Payments Type.
   5. Status: This is payment status, by default it is un-paid and we have to click on paid for making payment.
   6. Received by: In Received by list all employee and partner’s name will be appear so we have to choose that who receive this payment.
   7. Remark: Payment Remark or some extra information.
   8. Type: If we are receiving payment then here we have to select option, customer can make payment either cash or by cheque and if customer is making payment by cheque then also need to enter other bank related information.
   9. Deposit Bank: Here all banks which are related to current projects will appear and we have to select bank in which we have to deposit received money.
   10. Customer Bank: Customer’s bank name
   11. Cheque Number: Cheque number
   12. Cheque Date: Cheque date
   13. Cleared Date: Cheque clear date, till we don’t fill this information payment will be not registered in our system and you can see all this type of pending cheque in “Reports=> Received Not Clear”

To Receive Extra Payments not Included in Sales Amount:

So many times we have to take some extra payments from our customers like Document charges, Meter Charges, Dastavej Charges etc. which are not included in our sales amount.

To Receive Extra Payment we have to follow below steps

1. Left panel=> Go to Sales
2. Click on  Icon of particular sales for which we have to receive extra payment, after click on this icon one screen will appear in which we can see all payment associated with sales in that entry select appropriate entry and enter payment information.
3. Now fill up below information properly.
   1. Date: Date of payment
   2. Receive Amount: Amount customer need to pay
   3. Total Receive: Final Amount customer needs to pay, no need to enter this amount it will automatically filled depend on Payment Amount.
   4. Payment For: Type of payment e.g. Meter Charges, Service Charges and Dastavej Charges. We can customize all this setting in Masters=>Projects Payments Type. From this field it will be decided that wheatear we are making regular payment or extra payments.
   5. Status: this is payment status, by default it is un-paid, we have to click on paid.
   6. Received by: In Received by list all employee and partner’s name will be appear so we have to choose that who receive this payment.
   7. Remark: Payment Remark or some extra information.
   8. Type: If we are receiving payment then here we have to select option, customer can make payment either cash or by cheque and if customer is making payment by cheque then also need to enter other bank related information.
   9. Deposit Bank: Here all banks which are related to current projects will appear and we have to select bank in which we have to deposit received money.
   10. Customer Bank: Customer’s bank name
   11. Cheque Number: cheque number
   12. Cheque Date: Cheque date
   13. Cleared Date: Cheque clear date, till we don’t fill this information payment will be not registered in our system and you can see all this type of pending cheque in “Reports=> Received Not Clear”

To Make Broker Payments:

Broker is one of the key person who help us to grow our business. In this section you can manage all brokers’ payments.

To make brokers payment in sales listing simply click on    To make brokers payment in sales listing simply click on  
 
After you click on that icon you can see basic detail of Broker, Assets sold Brokerage Percentage, Brokerage Amount, Payment, Outstanding and TDS deducted.

In this section you have below information to be filled.

Is TDS Payment: Some time we are deducting TDS from brokers payment so for TDS deduction we have to check this mark, in this case we are not giving any payment to broker but we are deducting his TDS which we have to pay to government.

Date: Date of payment

Amount: Amount to be paid to broker

Total Brokerage: Final Amount paid to broker, no need to enter this amount it will automatically filled depend on Amount.

Remark: Remark about payment

Select Payment Type: We can make payment either cash or by cheque and if payment is made by cheque then also need to enter other bank related information.
 
In this section we can also print payment Receipt.



To View Sales Payments Details:

We can easily see all information about any sales with just once click.

Simply goes to Sales => In sales listing click on  Icon and you can see report in which all sales related information is displayed.


 
To Print Sales Invoice:

We can easily give sales invoice to our customers.

Simply goes to Sales listing and in your sales click on  Icon and you can download sales invoice.