Sales Module (Improved)

The Improved Sales Module provides a highly customizable, feature-rich interface for creating sales invoices, tracking consignments, processing bulk actions (E-Way bills & E-Invoices), and managing multi-tier financial calculations.

1. Navigating the Sales Dashboard

When you open the Improved Sales module, you are presented with a powerful data grid and reporting interface.

Report Filters & Headers

At the top of the page, you can filter your sales data before taking any actions:

• Company Selection: If you manage multiple branches or entities, use the dropdown to select the specific company (e.g., Zubizi Demo).
• Date Filters: Select a Start Date and End Date. By default, the system limits the date range to ensure fast loading times. Check the Remove date limit box to override this.
• Print Setup: Choose your default invoice layout (e.g., GST Print 1).
• Click Submit to apply filters and refresh the data table.

Sales Data Table

The main table lists all invoices. You can customize this view heavily:

• Column Visibility: Click this button to toggle on/off any column in the table (useful for hiding irrelevant data).
• Export Options: Export the currently visible rows using the Copy, CSV, or Excel buttons.
• Search: Use the global Search... box to find data anywhere, or use the individual search boxes at the bottom of each column.
• Enable Exact Match Search: A toggle in the footer that forces searches to match the exact string, ignoring partial matches.

Bulk Actions Menu

Located below the table is an Actions ▾ dropdown gear icon. This allows you to perform operations on multiple selected rows simultaneously:

• Download E-Invoice JSON: Extracts the raw JSON required for manual GST portal uploads.
• Multiple Ewb: Generates E-Way Bills in batches.
• Multiple E-invoice: Processes bulk E-Invoicing directly to the government portal.
• Multiple Cancel: Voids several invoices simultaneously.
• Multiple Print: Sends a batch of invoices to the printer at once.

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2. Creating a New Sales Invoice

Click the + New Sales button to open the comprehensive Sales Entry form. This form is designed to handle everything from simple retail billing to complex B2B wholesale consignments.

2.1 Basic Header Information

• Customer & Sub Customer: Select the billing entity. You can click + Add Customer to create one on the fly.
• Date: Transaction date.
• Select Company: Confirm the branch/company issuing the invoice.
• Note: The system displays the Last Invoice number and the Expected Invoice sequence at the top for your reference.

2.2 More Information (Expandable Section)

Click More Information + to reveal advanced shipping and tracking fields:

• Shipped To (Consignee): Detail the actual recipient if different from the billing customer. Includes Transaction Type, Consignee Distance, and Supply Type (e.g., B2B, B2C).
• Bill Information:
  • Set the Ref Bill No, PO Number, or Manual Bill No.
  • Set the Delivery Date, Delivery Address, and Shipping Address.
  • Assign the sale to a specific Sales Channel, Salesman, or Salesman2.
• Show/Hide Columns Toggle: A massive grid of 21 toggle switches (e.g., Manual Description, Pkg Qty, MRP, GST %, Freight, CESS, etc.) allowing you to customize exactly which columns appear in the items grid below.

2.3 Items Grid

This is where you add the products being sold.

• Product Selectors: Choose from Stock Items or the All Product/Project List.
• Grid Columns: Based on your toggle selections above, fill in Quantity, Sales Rate, Disc (%), Taxable Amt, and GST %. The system auto-calculates the row totals.

2.4 Advanced Accordions

Below the item grid are several collapsible sections for compliance and financial adjustments:

• E Way Bill Details +: Input Transporter Type, Doc No, Date, Mode, Vehicle No, and Vehicle Type.
• Payment +:
  • Toggle Autopay Calculation for quick settlements.
  • Record multiple payment methods for a single bill (e.g., split payment between Cash, Cheque, and UPI).
• Return Adjustment +: Apply credit from previous sales returns against this new invoice.
• Export E Invoice +: Specialized fields required for international trade and export compliance.

2.5 Financial Summary & Finalization

The right side of the screen houses the live financial summary:

• Center Inputs: Adjust No of Packages, add a Header Note, or apply global bill-level discounts (Disc %, Disc ₹).
• Tax Breakdown: Live calculation of Total CGST, Total SGST, Total IGST, and Total CESS.
• Supplementary Charges: Apply Other Charges, TCS Amt, Exc Amt, Freight Amt, or Pkg Amt.
• Grand Total: The final payable amount, with a Round Off checkbox enabled by default. You will also see a live Customer Due balance.

Once all data is verified, click the blue Save button at the bottom right. You can also manually assign the inventory deduction to a specific Godown using the footer dropdown before saving.