Creating sales, purchases & estimates
One fast, keyboard-friendly form powers all six document types. Learn it once, bill everything.
Sales, purchases, sale estimates, purchase estimates, sale orders, and purchase orders all share the same entry form. Open any of them from Transactions in the sidebar — for example Transactions → Sale.
The header row
| Field | What to do |
|---|---|
| Date | Defaults to today; change it for back-dated entries. |
| Doc No | Leave blank to receive the next number in your financial-year series automatically, or type a number to override. Press F2 here to set up or adjust the numbering series — see Document numbering. |
| Account | Type a few letters of the party's name and pick from the suggestions. Press F2 to create a brand-new party without leaving the form. |
| Type | Pick the sale/purchase type that carries the right GST treatment — see Sale & purchase types. |
Adding items
- 1
Search in the item bar
Type the item name; matching items appear instantly. Press F2 to create a missing item on the spot.
- 2
Enter quantity, rate, and discount
Rate and discount pre-fill from the item master and your discount rules; override per line whenever needed.
- 3
Add the line
The line drops into the items table below, showing its taxable value and GST per the chosen type.
- 4
Edit in place
Click any cell in the items table to correct quantity, rate, or discount. Remove a line with its delete action.
- 5
Choose your columns
Use the Columns button above the items table to pick which line columns appear — turn on extras like HSN/SAC, MRP, Cess, or Item Group when you need them. Your layout is saved for you and applies next time.
Bill sundries and totals
Below the items, add bill-level charges or deductions — freight, packing, round-off — from your bill sundry list. The totals card on the form keeps a running summary: taxable value, the tax breakup, round-off, and the grand total.
Saving
Click Save or press Ctrl+S (⌘+S on Mac). The voucher posts to your books and appears in its register immediately.
The form will wave “no” at you
A transaction needs a party account and at least one item before it can be saved. If either is missing, a friendly blocking dialog appears instead of a half-empty voucher landing in your books.
Estimates are commitments, not books
Sale and purchase estimates capture a quotation or expected deal. They live in their own registers and don't touch your ledgers until a real sale or purchase is recorded.
Editing a saved transaction
Open the document's register (for example Transactions → Sale → View Sale), find the row, and choose edit. The same form opens pre-filled; correct it and save again. Your stock and ledgers adjust to the corrected figures.
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