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Lesson 20 · People and money

Sales, bookings and challans

For: Owner, accountant, munshi

Sales insights

The cards at the top show, for Today, 7, 30 or 90 days: sales amount, bricks sold as Awwal, Doem and Khangar, the average rate per 1,000 and cash received, with the daily sales curve under them.

New customer

Home › Money › Sales › New Customer: name and type, then Add Customer.

Booking (Parchi)

  1. Tab Booking: customer, grade, quantity booked and the advance received.
  2. Tap + Booking. The advance goes into the cash book.
  3. The booking list shows bricks lifted and bricks remaining.

Delivery (bill and challan)

  1. Tab New Invoice: customer, grade, quantity, tax.
  2. Fill Vehicle No, Driver, Destination and Freight for the truck or trolley.
  3. If the customer has a booking, choose it so the bricks come off what they booked.
  4. Tap New Invoice. The Delivery Challan opens with a challan number: Print Slip or WhatsApp it to the customer.

Payment received

Tab Record Payment: tap the unpaid bill, check the amount and mode, and save. The summary cards show total receivable and how overdue it is.

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