We are going to see how to make a budget, we are going to go to sales and stock, sales, budgets,here we are going to go to new budget and as if it were a sale we are going to, for example, selectthe client, the products that we are going to quote, we can which as in a sale, addproducts, modify for example the tax, if there is a discount add the discount,let's say the client tells us how they would pay it, we can also put it for examplecash if we want to add notes and we generate the budget, here We can print it, updateprices if they have changed, edit the budget as such where we will be able to editthe client, the tax fields, add products, remove products and when we haveupdated, also in this way we will be able to delete it and if the client is going to makethe purchase, we create the sale, it will appear that the customer has paid zero and let's say, for example,if the customer pays the total amount of the sale, we will enter pay off debt, the type of paymentand the sale, to search for quotes in the same way, we go toquotes and as we filter the sales, we can also filter the quotes, for example to the client that was made, the user, the type of payment and so on and here we can editit and In the same way we will be able to modify, if we want to see it we willappreciate, edit and create the sale.
How to create a new sale? To make a new sale there are several ways, the first thing is to go to the section."Sales and Stock" located in the left sidebar, then click on section "Sales", once you must click on the button."New sale" in the upper right ...
Video Transcription Well, to see the movements that remain in the cash register we are going to go, for example, to make a sale Once I have the cash register open I am going to go to the sale, new sale And I am going to make the sale of some product ...
Video Transcription In the right menu of the system we are going to see the cash register, this box works manually where we are going to select the cash register that is open, we are going to be able to add income simply by placing the concept income ...
To create a new budget you must do it from: Sales and Stock Sales Budgets Here you will see the search box with the different filters and also the list of the generated quotes. To create a new one you must click on the " New quote " button Once ...
To make a new subscription to the system you can do so in several ways: When your test period is to be completed, at the top of the main panel, you could see the button."Subscription". Another option is to do so from the section: Configuration ...