Step To Create and manage The Sales Tax Invoice¶

A Sales Tax Invoice is used to record the sale of products to a customer. In IMS ERP, you can enter details such as date, customer, warehouse, products, quantity, discount, and payment information. This helps maintain accurate sales, stock updates, and billing records. Customer details are not mandatory for this type of sales transaction.¶

Steps to Create a Sales Tax Invoice¶

1. Go to "Transactions" from the main menu.¶

2. Select "Sales Transaction" from the available menu.¶

3. Choose the "Sales Tax Invoice" option.¶

4. Enter the Reference Bill Number for the sales transaction.for(e.g., CUST001-1001).¶

5. In the Warehouse field, the system selects the default warehouse. To change it, click the field and choose a warehouse from the pop-up list. For eg: main warehouse.¶

6. In the Customer field, select an existing customer or create a new one by clicking the ‘+’ button.¶

7. Click on Customer and press Enter to open the customer list, then select the customer name you want to make the sale to. for Eg: SHREE GANESH CUSTOMER PVT. LTD.¶

8. You can add remarks as needed. (Optional) For example: "Urgent delivery”.¶

9. In Sales Invoice, scan the product in the Barcode field, enter the Quantity, and click Save to complete the entry.¶

10. To skip the barcode sales process, you can directly select items in the Sales Entry screen. In the Description field, press Enter and choose the product you want to sell. The product must already be created in the Product Master and available in stock.¶

11. Select the product you want to sell from the Pop up list, for example: Cornflour – 1 KG.¶

12. Select The Unit For the product for Eg: Pkt¶

13. Enter the quantity of the product you want to sell. For Eg: 50¶

14. If you want to give an itemwise discount, click on the Ind. Disc field and enter the discount amount or percentage (). for Eg: 10¶

15. Click on Apply to apply the discount to this product.¶

16. You can add more products either by clicking the "+" button or by pressing Enter to add another product to the list.¶

17. Click on the "Save" option to save the sales invoice.¶

18. After clicking the Save button, the Bill Tender screen appears.¶

19. Choose the payment terms from the "Payment Info" section. for Eg: Cash¶

20. Enter the bill amount for Eg: 112500.00¶

21. Click on "Balance Amount" to match it with the bill net amount.¶

22. Click on the "Add" button to add the amount.¶

23. If you want to change the payment terms, simply click on the "Remove" button, select the new payment terms, and click "Add".¶

24. Click on the "SAVE" button to save the payment Sales voucher.¶

25. Click on OK¶

26. If you need a physical copy of the Sales Invoice, click on the Print button to generate the printout.¶

27. Button in sales invoice

• Reset: Clears all fields so you can start a new sales invoice entry.
• Save: Saves the sales invoice entry in the system.
• View: Displays the details of a saved sales invoice entry without allowing edits.
• Back: Returns to the main menu or the previous screen.