Process to create “Receipts” in Sanka:
Log In to Sanka
1: Navigate to Sanka and sign in to access your dashboard.
2: Ensure that you are in the correct workspace for Receipts creation and management.
Create a new Receipt
1: Go to Order Management and select Receipts Object. Then click the “New” button at the top-right of the Receipts page.
2: A detailed page will show up. Fill the information of your Receipts.
3: Select Customer from the lists.
4: Or you can create new by clicking Contact or Company at the Customer property.
5: Select the Currency before select the item. Item lists will only show up if it’s match with the currency entered to the Item in Inventory Management.
6: There are 3 categories in Receipts. First is Receipts Based Tax in which the tax will be applied in one Receipts Records.
7: The second is Item Based Tax in which the tax is set on the item.
8: The last one is No Tax item in which the tax is not set or applied on the items or Receipts.
9: If you want to add more item, click Add Item to show up the items lists.
10: Or you can manually enter new items by clicking manual input and enter your item information.
11: You can add discount by clicking Discount toggle. Enter the discount value and choose how you apply with the tax.
12: The Issuing Date set “Today” as default. But you can change it. Select the date and time then click apply to change.
13: Select the status of the Receipt for easy tracking.
14: Once all the required information are filled, click Create Receipts.
15: Your Receipt record will appear on the record table page.
16: If you click ID, the detailed page will show up for you to edit, download, or duplicate the existing Receipt.
