Sales Management Guide

How to Create and View Sales Entries in Zubizi ERP

Managing your sales in Zubizi ERP is simple and straightforward. Follow these steps to create and view sales records:

1. Navigating to Sales

To begin, go to the sales section:

• Use the left side menu and select Sales → Sales.
• Alternatively, use the search bar on the left to find “Sales”.

Note: The menu layout may vary if customized, but the sales entry is always accessible from the main menu or search.

Once you select Sales, the “Improved Sales” page will open.

2. Viewing Sales Records

On the sales page, you will see:

Date Range and Company Selection

• Company Select: Choose the company whose sales you want to view.
• Start Date: Pick the beginning date for your search.
• End Date: Pick the ending date for your search.
• Submit Button: Click to display sales records for the selected company and date range.

You can view up to one year of sales data at a time. Select your dates and company, then click Submit to see the results.

Sales Table

Below the form, a table shows all sales invoices within your selected date range. The table includes helpful features:

• Sort columns
• Search by column or use the search box at the top right
• Choose how many rows to display (5, 10, 25, 50, 100, 250, 500)
• Show or hide columns
• Copy the table
• Export to CSV or Excel

Exact Match Search

There is a switch below the table labeled Enable Exact Match Search. When turned on, searches will only find exact values, making it easier to locate specific records.

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For creating a new sales entry, use the ”+ New Sales” button at the top. (Detailed instructions for adding new sales will be provided soon.)