Managing Sales in BharatBills – BharatBills

How to add Quotation in BharatBills

Thu, 11 Oct 2018 11:21:37 +0000

The quotation is the basic need of any business in today’s time. A quotation is required when a customer wants an estimate of their purchase. BharatBills provide the features of quotation. In BharatBills a user can create the quotation and user can convert the Invoice from that quotation.

steps to Create Quotation in BharatBills

Click Sales -> Quotation -> Add

Add Quotation

Quotation number is the system generated a unique document number
Select the Quotation Date
Select The Rate Type
- Exclusive – GST will be applicable on Rate
- Inclusive – GST will be inclusive in Rate
- GST None – No GST Applicable
Search and select the Customer Name
Search The Product Name
Enter The Quantity
Enter the Rate of per quantity
There are three types of the amount which you can apply as per your requirements by-default the filed names are Insurance, Packaging, Freight. Those filed name can be modified in the master configuration section.
Click on Save Bill once all details are entered.

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How to add Proforma Invoice

Thu, 11 Oct 2018 12:00:31 +0000

A proforma invoice is a preliminary bill of sale sent to buyers in advance of a shipment or delivery of goods. The invoice will typically describe the purchased items and other important information such as the shipping weight and transport charges. Let us understand this with a simple example. E.g. a bakery customer might agree to the price of a cake on the pro forma invoice, and the baker will deliver the cake once it is ready. The customer will pay when the invoice is received. The final invoice amount will be the same or close to the amount on the pro forma invoice.

steps to Create Proforma Invoice in BharatBills

Click Sales -> Proforma Invoice -> Add
Add Proforma Invoice

Proforma Invoice number is the system generated a unique document number
Select the Date
Select The Rate Type
- Exclusive – GST will be applicable on Rate
- Inclusive – GST will be inclusive in Rate
- GST None – No GST Applicable
Search and select the Customer Name
Search The Product Name
Enter The Quantity
Enter the Rate of per quantity
There are three types of the amount which you can apply as per your requirements by-default the filed names are Insurance, Packaging, Freight. Those filed name can be modified in the master configuration section.
Click on Save Bill once all details are entered.

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How to Add Sales in BharatBills

Wed, 17 Oct 2018 06:57:41 +0000

Sales are activities related to selling or the number of goods or services sold in a given time period. The seller or the provider of the goods or services complete a sale in response to an acquisition, appropriation, requisition or a direct interaction with the buyer at the point of sale. BharatBills have an easy option to add a sale. Add Sale form view depends on the master configuration. The Best thing about GST Software is that it works on the bases of your firm registration in GST like-

if your firm is not GST registered than Bharatbills work without GST there will be no GST report as well
Composition – No GST in any Sale or in any document but GST report will be there as per the requirement
Registered – All transaction will be based on GST, and all GST report will be the Report section.

Steps to add Sale bill in BharatBills

Click on Sales -> Sales Invoice -> Add
Add Sale
There is the first option of series type
- Auto – Auto Series will maintain the Invoice number automatically
- Manual – User has to Enter the Invoice number manually
Invoice number depends on the series type
Select the invoice date
Rate type (Only Visible if your firm is GST registered )
- Rate Exclusive Taxes
- Rate Inclusive Taxes
- GST None
Bill To – Search your customer name here
- You Can add new customer from here directly
- Cash Sale – You can search CASH name or you can leave blank as well in the same case
Ship to – You can search the same customer if the shipping address will be the same otherwise you can search another customer. Ship to enable/disable option available in the master configuration.
Multi-Location: if you have the multi-location option than sale module asks you the location name like from which location you are going to sale.
Add Product in Bill
Add product in Sale Invoice
- Product Name – search the product name which you are going to sale or you can add the product name directly just click on Add New
- Add Description if you want to add. (if you enable item additional field from master configuration it will ask the same).
- UOM/UOM1 – enter the quantity which you are going to sale
- UOM2 or AUOM, AUOM enable/disable option available in the master configuration.
  AUOM enable
- Rate– Enter the rate applicable on per unit. (GST will work on the base of Rate Type)
- Discount – it will show if you Enabled this option in master configuration – Enter the Discount then select the Discount type like – % or Flat
  Discount Enable
- Click on green tick mark button to add that product in the bill, you can add multiple products in a bill
Transport – Enter the transport details if you want to maintain the transport details if not then you can Enable/Disable this option from the master configuration
Add transport Details in Tax Invoice
Charges Details – Enter the charges details in charges section.
Add charges details in BharatBills
Salesman – If you Enable the Salesman option from master configuration
Add Salesman commission
- Select the Salesman name
- Enter The commission
- Select the Commission Type
- Select the commission on
Enter the Remarks if you want to enter anything regarding this sale.
You want to Round off the bill amount select the option
Click on Save Bill, if you want to save the bill.

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How to View/Update/Delete Sales Bill in BharataBills

Wed, 17 Oct 2018 07:35:38 +0000

A document that signifies that a person or organization has sold goods to another person or customer is called a bill of sale. It is regarded as a legal document and can be used as valid proof in all legal matters. A bill of sale serves as a record of that particular sale to a customer.

A user can view the list of all sale bill, click on Sales -> Sales Invoice -> View.

Menu- View sale bills

That section will contain the list of sale bills, by default last one-month bills listed here, if you want to check the all bills than click on view all, at the top right corner otherwise you can select the duration.

View Sales Bill

This is the view of sale bills, There are options are like

the view- user can open the sale bill and can take a print out.
- Full Page – Invoice will be on the size of A4 paper
- Half Page – Invoice on a half page
edit- click on this button if you want to modify the bill.
delete – Want to delete the sale bill than click on the delete button. A user can delete only last bill.
Payment – Click on Payment option and it will redirect to you on the payment page.

Edit Sale bill will open the same bill for editing like

Edit Sale Bill

change accordingly and click on the update button. Once you will click on update system will update the sale invoice as well customer account and product stock.

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How to add Customer Debit notes in BharatBills

Wed, 17 Oct 2018 08:09:09 +0000

A debit note is a document used by a vendor to inform the buyer of current debt obligations, or a document created by a buyer when returning goods received on credit. The debit note can provide information regarding an upcoming invoice, or may serve as a reminder for funds currently due.

Debit note is issued when you have to receive payment from the customer for any adjustment in the bill. In BharatBills user have the number of options to create the debit note.

Debit note Menu

Steps to create Debit Note-

Click on Sales -> Debit Notes -> Add
- Add debit note (D.N with GST)- If there is any adjustment in bill than you can select the first option.
- Without GST (D.N w/o GST)- If there is any adjustment in the total amount of the bill than you can select this option
- Without Bill (D.N w/o Bill )- if there is no adjustment in a particular bill there is a general adjustment than you can select the Without Bill option.

Add Debit Note With GST

Click on D.N with GST option
Search the bill number
there will be a new window which will contain the details of sale invoice

Add Debit Note With GST

select the debit note Date
change the New Rate for each product
Select the Reason
Click on Add

Add Debit Note Without GST

Click on D.N with GST option
Search the bill number
there will be a new window which will contain the details of sale invoice

Add Debit Note without GST

Select The Debit Note Date
Enter The Debit Amount
Enter the Narration if you want to add
Click on Add

Add debit note Without Bill

Select the D.N w/o Bill

Add debit note without Bill

Select the Debit Note Date
Search the Customer Name
Enter The Debit Amount
Enter the Narration if you want to add
Click on Add

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How to add Credit note in BharatBills

Wed, 17 Oct 2018 09:50:49 +0000

A credit note is a letter sent by the supplier to the customer notifying the customer that he or she has been credited a certain amount due to an error in the original invoice or other reasons. A credit note is also known as a credit memo, which is short for “credit memorandum.”

A credit note is issued when you have to pay some amount to the customer for any adjustment. In BharatBills you user have the number of options to create the Credit note.

Menu – Credit Note

Credit Note With GST (Discount with GST)- If there is any adjustment in the bill than you can select the first option. A user wants to modify the amount of any product in the bill than this is the best option.
Credit Note WIthout GST (Discount Without GST) – Select this option If there is any adjustment in the total amount of bill or no adjustment in product price or service charges.
Without bill (C.N w/o Bill) – if there is no adjustment in a particular bill there is a general adjustment than you can select the Without Bill option.
Sale Return Note – If there is any return of the product of your sale from customer end than select this option.

Steps to create a Credit Note:

Add Credit Note With GST (Discount with GST)

Click on Discount with GST
Search the bill number
there will be a new window which will contain the details of the invoice

Add Credit note- Discount with GST

select the Credit note Date
change the New Rate for each product
Select the Reason
Click on Add

Add Credit Note WIthout GST (Discount Without GST)

Click on Discount with GST
Search the bill number
there will be a new window which will contain the details of the invoice
Add Credit Note – Discount without GST
select the Credit note Date
Enter The amount
Enter the Narration if you want to add
Click on Add

Add Credit Note Without bill (C.N w/o Bill)

Click on C.N w/o bill
Add Credit Note without Bill
Select the Credit Note Date
Search the Customer Name
Enter The Credit Amount
Enter the Narration if you want to add
Click on Add

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How to add Sale Return in BharatBills

Wed, 17 Oct 2018 10:10:24 +0000

Sales returns, or returns inwards, are a normal part of the business. Goods may be returned to the supplier if they carry defects or if they are not according to the specifications of the buyer.

Merchandise that was returned to the seller by a customer. This account is a contra sales account. When merchandise sold on credit is returned, this account is debited and Accounts Receivable is credited. in simple words.

Sale Return is the part of Credit note, which is issued when you have to pay to the customer for any adjustment.

Add Sale Return Note

Select the Sale Return Note
Search the bill number
there will be a new window which will contain the details of that invoice
Sale Return
select the Return note Date
Enter the Return Quantity for each product
Select the Reason
Click on Add

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