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SQL Step

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Tele Readymix
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17 views6 pages

SQL Step

Uploaded by

Tele Readymix
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOCX, PDF, TXT or read online on Scribd
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** BEFORE KEY IN DO & INV, PLEASE FIRST FILL IN FULL CUSTOMER DETAILS**

Create New Customer /Supplier

Customer–Maintain Customer–New–Key in company name–Control A/C -Trade Debtor-Code


(300/xxx)-Branch Name(empty)-Address(customer address)-Attn(PIC name)-insert
contact details-Agent(Salesperson)-Credit terms & limit-tick √ allow exceed credit
limit ( if want to monitor credit limit, no tick)-choose statement(open item)-aging
on(Invoice date) -Save
**CONTROL A/C : 1) 300/xxx -Trade Debtor (readymix concrete only)
2) others debtor ( crusher run, repair, rental dll)

Create New Item


Stock-Maintain Stock Item-New-Code(25J)-description(Concrete G25 JKR)-Base
UOM(m3) –Save

Create New lorry number (Project code)


Tools-Maintain Project-New-Code(BJY2217)-Lorry No (BJY2217)-Save

Create New lorry driver (Area code)


Tools-Maintain Area – New – Code (Ali) – Description (Driver full name) - Save

Create New Plant Location


Stock-Maintain Location-New-Code(BE)-Description(Bemban Plant) -Save

How to key DO
Sales-Deliver Order-New-Customer-D/0 no(xxx)-Date-Ref 1 ( put plant
code)-Ext. No (put delivery site)- click + - key in item code(25N)-
Location(plant code: L)-Project(lorry no)-qty-price-left hand click-more-
click project (choose lorry number) - click area(choose driver name) – click
ref 2 (key in DO Qty) - click note(if have any comment need to put at the
DO)- Save
For cash sales – please use this customer code 300-C0102 (Cash Sales) –
please select which agent for this cash sales for easy trace
(all cash sales use one code)

How to issue Invoice


Sales-Invoice-New-choose Company name-right hand click in empty area -
choose Transfer from Delivery Order-tick selected invoice based on site-
ok-Save ** If have transport fee -click + item code (TC)-trip-TC price-Save
** Print preview- click -choose Tele Invoice

How to check daily total qty

1) Sort by date
Sales-Print Sales Analysis by Document-Date-Customer-Location(Plant)-tick
Delivery Order, Invoice & Qty-apply

2) Sort by lorry number


Sales-Print Sales Analysis by Document-Area-tick Item Project-
Location(Plant)-Date-tick Delivery Order & Qty-apply- click

For Shiva
Sales-Print Sales Analysis by Document – select item project – Do / Invoice
– tick quantity – customer
How to issue Quotation
Sales-Quotation-New-Customer-Quotation No-Ext.no(project site) -click
+ -item code-click more description (put project tittle)- click more-choose
validity (key in effective date)-Save
** Print preview- click -choose Tele Quotation

How to issue Purchase Order


Purchase-Purchase Order-New-Supplier-P/O no- click + -item code-qty-
price-click more-key in details-Save- Print preview- click -choose Tele
Purchase Order

How to Print monthly sales report


(For all plant) = Sales-Print Sales Analysis by Document – Tick Invoice,
amount, quantity – Sort by tick customer
(For selected plant) Tick Location
(For agent) Select agent

How to key Past Invoice


Key in one by one
Customer – customer invoice – new – insert customer code – insert invoice
number – insert date – enter to total – key in invoice total amount – save
Key in by fast entry
Customer – customer invoice – fast entry – click “+” - insert code – insert
inv number in Doc No – insert inv date in Doc date – insert amount – done
If want to key in next invoice then click “+” and continue.
If key finish then click Post & close. Click refresh and check total amount
make sure tally what you key in.

CHECK AMOUNT PAST INVOICE


Customer-print customer document listing-document type:cust invoice-
date-group/sort by choose document no . then clik apply . (akan keluar
semua plant) – type at DO NO plant yg nak .
How to issue Credit note (Use method 1)
Method 1 :
Sales – Credit note – New – Insert customer code – insert CN number -
right hand click in empty area – Transfer from sales invoice – tick which
invoice need do credit note – after tick click ok – edit the quantity if need –
check the unit price & amount – if need remarks something can click more
description – save – do you want knoff off transferred document? – click
yes
This means the CN already knoff off the payment

Method 2 :
Sales – Credit note – New – Insert customer code – insert CN number -
click + for add item , quantity, unit price & others details – save
This step not yet knoff off the payment
How to knoff off ?
Customer – customer credit note – double click the CN – click edit – yes –
Click the tick box for knoff off – save

Print CN – Tele CN

How to issue Debit note


Sales – Debit note – new – Insert customer code – insert DN number -
click + for add item , quantity, unit price & others details – if need remarks
pls click more description - save
Print DN – Tele DN

How to check customer outstanding


Customer – customer invoice – check at customer invoice entry –

How to print customer statement


Customer – Print customer statement – insert company name if want
Preview statement have 2 report :
Statement with 6 months overdue = Report name : F1-06 - click apply –
click - Tele statement 6 months – done
Statement with 12 months overdue = Report name : F1-12 - click apply –
click - Tele statement 12 months – done

How to print customer official receipt


Customer – Customer payment – double click which payment - click
Choose Tele OR full or Tele OR Half – done
If knock off invoice too many can choose Tele OR full .
Issuing Term customers invoice PIC
Date 1th – 15 th – Ms Yap
Date 16th – 31th – Alia
** Above this PIC subject to change if have any special issue**
Issuing Plant Cash sales invoices still remain as previously, incharge by plant PIC.

Update Customer email


Please update customer email from excel to sql database.
If more than 2 customer email or more than 2 contact, please remarks at
Customer notes there for future reference.

Update Customer details from UBS to SQL


@Tele Alia @Ms Yap (Tele) DO Starting from1/6/24, if have supply to new
customer and you have create new account code for this customer at UBS,
please rekey into SQL database. For May'24 new customer code, @Lina
Tele will settle.

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