Sales Activities
5.0. Sales Invoice
How to create a Sales Invoice? STEPS: Go to SALES > INVOICE Click NEW Customer Select: EveryDay Customer Pte Ltd S/N enters: 1. ITEM select: SVC001 DESCRIPTION: Collect From: Changi Airport Deliver To: Jurong Island Contact: Mr Ho QTY enter: 5 Check ...
7.0. Sales Receipt
Receipt Trade Related Receipt STEPS: Click SALES activity Click RECEIPT module Click NEW CUSTOMER select EveryDay Customer Pte Ltd Click IMPORT Click DOCU OUTSTANDING in the top-left of the module. Click ADD ALL ROWS in the middle of the module. You ...
6.0. Sales Credit Note
Credit Note Issue a Credit Note STEPS: Click SALES activity Click CREDIT NOTE module Click NEW CUSTOMER select EveryDay Customer Pte Ltd Enter your S/N (if any) Select your Item DESCRIPTION amend to Discount on Delivery Service You may amend the ...
4.0. Sales Delivery Order
How to Confirm a Quotation into a Delivery Order? Understanding how to confirm a quotation into a delivery order within OCi SAM is a vital step in the order fulfilment process. This function allows users to seamlessly transition a customer's accepted ...
3.0. Exporting Invoice to Pdf
How to Export document to PDF? Learning how to export documents to PDF in OCi SAM is essential for users to easily share professional-looking and non-editable versions of their generated documents, such as quotations, invoices, and reports, with ...
2.0. Change Printout Format for Quotation
How to Change Quotation Printout Format? Changing the printout format for a quotation in OCi SAM allows you to customize how the quotation document appears when printed or exported. This is important for presenting a professional image to customers, ...
1.0. Sales Quotation
How to issue a New Quotation? As an OCi SAM user, issuing a new quotation is a fundamental step in the sales process. It allows you to formally present your company's offerings, including products or services, their prices, quantities, and any ...