BRITANA
ERP User Guide
Product
Brand
Introduction
Creating Stand-alone Brand
Adding Main Information
Searching & reading an existing brand record
Search Criteria
Brand Filter
Product
Introduction
Creating Stand-alone Product
Adding Main Information
Adding Purchase UOM Information
Adding Sales UOM Information
Creating Stand-alone Product
Searching & Reading a Product Record
Searching Information
Search Criteria
Product Filter
Printing a Product
Duplicating a Product
Linking other transaction to Product
Warehouse
Introduction
Creating Stand-alone Warehouse
Adding Main Information
Searching & reading an existing warehouse record
Searching Information
Search Criteria
Warehouse Name Filter
Warehouse Code Filter
Duplicating a Warehouse
Product Selling Price
Introduction
Product Selling Price Workflow Chart
Product Selling Price Workflow Chart (With Approvals)
Product Selling Price Workflow Chart (Without Approvals)
Product Selling Price Statuses
Creating Stand-alone Product Selling Price
Adding Main Information
Adding an Item / Product
Deleting an Item / Product
Searching & reading an existing product selling price record
Searching Information
Search Criteria
Date Range Filter
Product Selling Price ID Filter
Printing a Product Selling Price
Duplicating a Product Selling Price
Product Selling Price Audit Trail
Purchasing
Purchase Requisition
Introduction
Purchase Requisition Workflow Chart
Purchase Requisition Workflow Chart (With Approvals)
Purchase Requisition Workflow Chart (Without Approvals)
Purchase Requisition Statuses
Creating Purchase Requisition using Sales Order
Adding Main Information
Adding an Item / Product
Deleting an Item / Product
Searching & reading an existing purchase requisition record
Searching Information
Search Criteria
Date Range Filter
Sales Order Filter
Purchase Requisition Filter
Approving Purchase Requisition
Printing a Purchase Order
Duplicating a Purchase Order
Corresponding Related Records of a Purchase Requisition
Related Records Information
How to check if Purchase Quotation has been created
How to check if Purchase Order has been created
Closing a Purchase Requisition
Linking other transaction to Purchase Requisition
Purchase Requisition Audit Trail
Purchase Quotation
Introduction
Purchase Quotation Workflow Chart
Purchase Quotation Workflow Chart (With Approval)
Purchase Quotation Workflow Chart (Without Approval)
Purchase Quotation Statuses
Creating Stand-alone Purchase Quotation
Adding Main Information
Adding an Item / Product
Deleting an Item / Product
Creating Purchase Quotation Using Import Function
Searching & reading an existing purchase requisition record
Searching Information
Search Criteria
Date Range Filter
Supplier Filter
Internal Sales Quotation Filter
Purchase Requisition Filter
Stock Replenishment Filter
Purchase Quotation Filter
Printing a Purchase Quotation
Duplicating a Purchase Quotation
Corresponding Related Records of a Purchase Quotation
Related Records Information
How to check if Purchase Order has been created
Closing a Purchase Quotation
Linking other transaction to Purchase Quotation
Purchase Quotation Audit Trail
Purchase Order
Introduction
Purchase Order Workflow Chart
Workflow Chart (With Approvals)
Workflow Chart (Without Approvals)
Purchase Order Statuses
Creating Stand-alone Purchase Order
Adding Main Information
Adding an Item / Product
Deleting an Item / Product
Applying Discount to the Total Amount Due
Creating Purchase Order Using Import Function
Searching & reading an existing purchase order record
Searching Information
Search Criteria
Date Range Filter
Purchase Requisition Filter
Purchase Quotation Filter
Purchase Order Filter
Approving Purchase Order
Printing a Purchase Order
Duplicating a Purchase Order
Invoicing or Billing a Purchase Order
Corresponding Related Records of a Purchase Order
Related Records Information
How to check if Supplier Deposit Requisition has been created
How to check if Supplier Bill has been created
How to check if Landed Cost Computation has been created
How to check if Goods Receipt has been created
How to check if Goods Return has been created
Closing a Purchase Order
Linking other transaction to Purchase Order
Purchase Order Audit Trail
How to determine how many quantities are received, returned, and the remaining items to be fulfilled
Goods Receipt
Introduction
Goods Receipt Workflow Chart
Workflow Chart (With Approvals)
Workflow Chart (Without Approvals)
Goods Receipt Statuses
Creating Goods Receipt Using Import Function
Adding Main Information
Show / Hide Warehouse
Deleting a Warehouse
Creating Goods Receipt From Purchase Order
Searching & reading an existing goods receipt record
Searching Information
Search Criteria
Date Range Filter
Supplier Filter
Goods Return Filter
Purchase Order Filter
Goods Receipt Filter
Printing a Goods Receipt
Linking other transaction to Goods Receipt
Goods Receipt Audit Trail
Goods Return
Introduction
Goods Return Workflow Chart
Goods Return Workflow Chart (With Approvals)
Goods Return Workflow Chart (Without Approvals)
Goods Return Statuses
Creating Goods Return Using Purchase Order
Adding Main Information
Show / Hide Warehouse
Deleting a Warehouse
Searching & reading an existing goods return record
Searching Information
Search Criteria
Date Range Filter
Supplier Filter
Purchase Order Filter
Goods Return Filter
Approving Goods Return
Printing a Goods Return
Corresponding Related Records of a Goods Return
Related Records Information
How to check if Goods Receipt has been created
Linking other transaction to Goods Return
Goods Return Audit Trail
Supplier Bill
Introduction
Supplier Bill Workflow Chart
Supplier Bill Workflow Chart (With Approvals)
Supplier Bill Workflow Chart (Without Approvals)
Supplier Bill Statuses
Creating Stand-alone Supplier Bill
Adding Main Information
Adding an Item / Product
Deleting an Item / Product
Creating Supplier Bill Using Purchase Order
Searching & reading an existing supplier bill record
Searching Information
Search Criteria
Date Range Filter
Supplier Reference No. Filter
Purchase Order Filter
Supplier Bill Filter
Approving Supplier Bill
Printing a Supplier Bill
Duplicating a Supplier Bill
Due Dates
Supplier Payments
Downpayments
Credit Memos
Corresponding Related Records of a Supplier Bill
Related Records Information
How to check if Supplier Credit Memo has been created
How to check if Withholding Tax Payment has been created
Linking other transaction to Supplier Bill
Supplier Bill Audit Trail
Supplier Deposit Requisition
Introduction
Supplier Deposit Requisition Workflow Chart
Supplier Deposit Requisition Workflow Chart (With Approvals)
Supplier Deposit Requisition Workflow Chart (Without Approvals)
Supplier Deposit Requisition Statuses
Creating Supplier Deposit Requisition Using Purchase Order
Adding Main Information
Searching & reading an existing supplier deposit requisition record
Searching Information
Search Criteria
Date Range Filter
Supplier Filter
Purchase Order Filter
Supplier Deposit Requisition
Approving Supplier Deposit Requisition
Printing a Supplier Deposit Requisition
Payments Information
Linking other transaction to Supplier Deposit Requisition
Supplier Deposit Requisition Audit Trail
Sales
Sales Opportunity
Introduction
Sales Opportunity Workflow Chart
Workflow Chart (With Approvals)
Sales Opportunity Statuses
Creating Stand-alone Sales Opportunity
Adding Main Information
Adding an Item / Product
Deleting an Item / Product
Applying Discount Per Item
Applying Discount to the Total Amount Due
Creating Stand-alone Sales Opportunity
Searching & Reading a Sales Opportunity Record
Searching Information
Search Criteria
Date Range Filter
Project Name Filter
Salesperson Filter
Sales Opportunity Filter
Printing a Sales Opportunity
Duplicating a Sales Opportunity
Adding/Deleting Stages
Adding a Sales Opportunity Stage
Deleting a Sales Opportunity Stage
Adding/Deleting Competitors
Adding a Sales Opportunity Competitor
Deleting a Sales Opportunity Competitor
Linking other transaction to Sales Opportunity
Sales Opportunity Audit Trail
Sales Quotation
Introduction
Sales Quotation Workflow Chart
Workflow Chart (With Approvals)
Workflow Chart (Without Approval)
Sales Quotation Statuses
Creating Stand-alone Sales Quotation
Adding Main Information
Adding an Item / Product
Deleting an Item / Product
Applying Discount Per Item
Applying Discount to the Total Amount Due
Creating Stand-alone Sales Quotation
Searching & Reading a Sales Quotation Record
Searching Information
Search Criteria
Date Range Filter
Sales Quotation Filter
Approving a Sales Quotation
Printing a Sales Quotation
Duplicating a Sales Quotation
Related Records of a Sales Quotation
Related Records Information
Checking Created Sales Order
Closing a Sales Quotation
Linking other transaction to Sales Quotation
Sales Quotation Audit Trail
Sales Order
Introduction
Sales Order Workflow Chart
Workflow Chart (With Approvals)
Workflow Chart (Without Approval)
Sales Order Statuses
Creating Stand-alone Sales Order
Adding Main Information
Adding an Item / Product
Deleting an Item / Product
Applying Discount Per Item
Applying Discount to the total amount due
Creating Sales Order Using Sales Quotation
Searching & Reading a Sales Order Record
Searching Information
Search Criteria
Date Range Filter
Customer PO No. Filter
Sales Quotation Filter
Sales Order Filter
Approving Sales Order
Printing a Sales Order
Duplicating a Sales Order
Invoicing or Billing a Sales Order
Related Records of a Sales Order
Related Records Information
Checking created Customer Deposit Invoice
Checking created Customer Deposit Invoice
Checking created Order Fulfillment
Checking created Sales Return
Checking created Purchase Requisition
Closing a Sales Order
Linking other transaction to Sales Order
Sales Order Audit Trail
Determining Quantity Fulfilled, To Fulfill, Returned, Billed and To Bill
Order Fulfillment
Introduction
Order Fulfillment Workflow Chart
Workflow Chart (With Approvals)
Workflow Chart (Without Approval)
Order Fulfillment Statuses
Creating Order Fulfillment
Creating OF from Sales Order Page
Creating OF from Sample Issuance Page
Creating OF using Import Feature
Adding Main Information
Deleting a product in Item table
Deleting a row in Storage Location Details table
Withdrawing items from the Inventory (Withdrawal Process)
Searching & reading an existing record
Searching Information
Search Criteria
Date Range Filter
Delivery Receipt External Reference No. Filter
Sales Order Filter
Intercompany Sales Order Filter
Sample Issuance Filter
Order Fulfillment Filter
Approving Order Fulfillment
Printing an Order Fulfillment
Linking other transaction to Order Fulfillment
Order Fulfillment GL Entries
Order Fulfillment Audit Trail
Sales Return
Introduction
Sales Return Workflow Chart
Workflow Chart (With Approvals)
Workflow Chart (Without Approval)
Sales Return Statuses
Creating Sales Return
Adding Main Information
Deleting an Item / Product
Creating Sales Return Using Sales Order
Creating Sales Return Using Intercompany Sales Order
Searching & Reading a Sales Return Record
Searching Information
Search Criteria
Date Range Filter
Sales Order Filter
Intercompany Sales Order Filter
Sales Return Filter
Printing a Sales Return
Linking other transaction to Sales Return
Sales Return Audit Trail
Request For Price
Introduction
Request For Price Workflow Chart
Workflow Chart (With Approvals)
Workflow Chart (Without Approval)
Request For Price Statuses
Creating Stand-alone Request For Price
Adding Main Information
Adding an Item / Product
Deleting an Item / Product
Applying Discount Per Item
Applying Discount to the Total Amount Due
Creating Stand-alone Request For Price
Searching & Reading an existing Request For Price
Searching Information
Search Criteria
Date Range Filter
Project Name Filter
Sales person Filter
Request For Price Filter
Approving Request For Price
Printing Request For Price
Duplicating Request For Price
Corresponding Related Records of a Request For Price
Related Records Information
How to check if Purchase Quotation has been created
Closing a Request For Price
Linking other transaction to Request For Price
Request For Price Audit Trail
Sales Invoice
Introduction
Sales Invoice Workflow Chart
Workflow Chart (With Approvals)
Workflow Chart (Without Approval)
Sales Invoice Statuses
Creating Stand-alone Sales Invoice
Adding Main Information
Adding an Item / Product
Deleting an Item / Product
Applying Discount Per Item
Applying Discount to the Total Amount Due
Creating Sales Invoice Using Sales Order
Creating Sales Invoice From Sales Order
Searching & Reading a Sales Invoice Record
Searching Information
Search Criteria
Date Range Filter
External Sales Invoice No. Filter
Sales Order Filter
Sales Invoice Filter
Printing a Sales Invoice
Duplicating a Sales Invoice
Sales Invoice Due Dates
Customer Payments
Down Payments
Credit Memos
Related Records of a Sales Invoice
Related Records Information
Checking created Customer Credit Memo
Checking created VAT Payment
Linking other transaction to Sales Invoice
Sales Invoice Audit Trail
Customer Deposit Invoice
Introduction
Customer Deposit Invoice Workflow Chart
Workflow Chart (With Approvals)
Workflow Chart (Without Approval)
Customer Deposit Invoice Statuses
Creating Stand-alone Customer Deposit Invoice
Adding Main Information
Stand-alone Customer Deposit Invoice
Searching & Reading a Customer Deposit Invoice Record
Searching Information
Search Criteria
Date Range Filter
Sales Order Filter
Customer Deposit Invoice Filter
Printing a Customer Deposit Invoice
Corresponding Payments
Linking other transaction to Customer Deposit Invoice
Customer Deposit Invoice Audit Trail
Sample Issuance
Introduction
Sample Issuance Workflow Chart
Workflow Chart (With Approvals)
Workflow Chart (Without Approval)
Sample Issuance Statuses
Creating Stand-alone Sample Issuance
Adding Main Information
Adding an Item / Product
Deleting an Item / Product
Applying Discount Per Item
Applying Discount to the Total Amount Due
Creating Stand-alone Sample Issuance
Searching & Reading a Sample Issuance Record
Searching Information
Search Criteria
Date Range Filter
Sales Quotation Filter
Approving a Sample Issuance
Printing a Sample Issuance
Duplicating a Sample Issuance
Related Records of a Sample Issuance
Related Records Information
Checking Created Order Fulfillment
Checking Created Sample Return
Closing a Sample Issuance
Linking other transaction to Sample Issuance
Sample Issuance Audit Trail
Determining Delivered, Returned, and to be Delivered
Sample Return
Introduction
Sample Return Workflow Chart
Workflow Chart (With Approvals)
Workflow Chart (Without Approval)
Sample Return Statuses
Creating Sample Return
Adding Main Information
Deleting an Item / Product
Creating Sample Return Using Sample Issuance
Searching & Reading a Sample Return Record
Searching Information
Search Criteria
Date Range Filter
Sample Return Filter
Intercompany Sample Return Filter
Sample Return Filter
Printing a Sample Return
Linking other transaction to Sample Return
Sample Return Audit Trail
Finance
Customer Payment
Introduction
Customer Payment Workflow Chart
Workflow Chart (With Approvals)
Workflow Chart (Without Approval)
Customer Payment Statuses
Creating Stand-alone Customer Payment
Adding Main Information
Adding an Item / Product
Deleting an Item / Product
Stand-alone Customer Payment
Searching & Reading a Customer Payment Record
Searching Information
Search Criteria
Date Range Filter
External Sales Invoice No. Filter
Collection / Official Receipt No. Filter
Sales Invoice Filter
Customer Payment Filter
Printing a Customer Payment
Duplicating a Customer Payment
Related Records of a Customer Payment
Related Records Information
Checking created Customer Credit Memo
Canceling a Customer Payment
Linking other transaction to Customer Payment
Customer Payment Audit Trail
Creating Overpayment
Creating Withholding Tax
Journal Entry
Introduction
Journal Entry Workflow Chart
Workflow Chart (With Approvals)
Workflow Chart (Without Approval)
Journal Entry Statuses
Creating Stand-alone Journal Entry
Adding Main Information
Adding an Item / Product
Deleting an Item / Product
Stand-alone Journal Entry
Creating Journal Entry From Cash Advance Payment
Creating Journal Entry From Petty Cash Payment
Searching & Reading a Journal Entry Record
Searching Information
Search Criteria
Date Range Filter
Cash Advance Payment Filter
Petty Cash Payment Filter
Journal Entry Filter
Printing a Journal Entry
Duplicating a Journal Entry
Canceling a Journal Entry
Linking other transaction to Customer Payment
Journal Entry Audit Trail
Customer Credit Memo
Introduction
Customer Credit Memo Workflow Chart
Workflow Chart (With Approvals)
Workflow Chart (Without Approval)
Customer Credit Memo Statuses
Creating Stand-alone Customer Credit Memo
Adding Main Information
Adding an Item / Product
Deleting an Item / Product
Stand-alone Customer Credit Memo
Creating Customer Credit Memo From Customer Payment
Searching & Reading a Customer Credit Memo Record
Searching Information
Search Criteria
Date Range Filter
External Credit Memo Filter
Sales Invoice Filter
Customer Credit Memo Filter
Approving a Customer Credit Memo
Printing a Customer Credit Memo
Related Records of a Customer Payment
Related Records Information
Checking created Customer Credit Memo Application
Checking created Customer Refund
Checking created VAT Payment
Checking created Over Payment
Canceling a Customer Credit Memo
Linking other transaction to Customer Payment
Customer Credit Memo Audit Trail
Customer Credit Memo Application
Introduction
Customer Credit Memo Application Workflow Chart
Workflow Chart (With Approvals)
Workflow Chart (Without Approval)
Customer Credit Memo Application Statuses
Creating Customer Credit Memo Application
Adding Main Information
Adding an Item / Product
Deleting an Item / Product
Creating Customer Deposit Payment Application Using Sales Invoice
Searching & Reading a Customer Credit Memo Application Record
Searching Information
Search Criteria
Date Range Filter
Customer Filter
Sales Invoice Filter
Customer Credit Memo Filter
Customer Credit Memo Application Filter
Printing a Customer Credit Memo Application
Canceling a Customer Credit Memo Application
Linking other transaction to Customer Payment
Customer Credit Memo Application Audit Trail
Customer Refund
Introduction
Customer Refund Workflow Chart
Workflow Chart (With Approvals)
Workflow Chart (Without Approval)
Customer Refund Statuses
Creating Customer Refund
Adding Main Information
Creating Customer Refund Using Customer Credit Memo
Creating Customer Refund Using Customer Deposit Payment
Searching & Reading a Customer Refund Record
Searching Information
Search Criteria
Date Range Filter
Customer Filter
Customer Deposit Payment Filter
Customer Credit Memo Filter
Customer Refund Filter
Printing a Customer Refund
Linking other transaction to Customer Payment
Customer Refund Audit Trail
Customer Deposit Payment
Introduction
Customer Deposit Payment Workflow Chart
Workflow Chart (With Approvals)
Workflow Chart (Without Approval)
Customer Deposit Payment Statuses
Creating Customer Deposit Payment
Adding Main Information
Adding an Item / Product
Deleting an Item / Product
Creating Customer Deposit Payment Using Customer Deposit Invoice
Searching & Reading a Customer Deposit Payment Record
Searching Information
Search Criteria
Date Range Filter
Customer Deposit Requisition Filter
Customer Deposit Payment Filter
Printing a Customer Deposit Payment
Related Records of a Customer Payment
Related Records Information
Checking created Customer Deposit Application
Checking created Customer Refund
Canceling a Customer Deposit Payment
Linking other transaction to Customer Payment
Customer Deposit Payment Audit Trail
Customer Deposit Payment Application
Introduction
Customer Deposit Payment Application Workflow Chart
Workflow Chart (With Approvals)
Workflow Chart (Without Approval)
Customer Deposit Payment Application Statuses
Creating Customer Deposit Payment Application
Adding Main Information
Adding an Item / Product
Deleting an Item / Product
Creating Customer Deposit Payment Application Using Sales Invoice
Searching & Reading a Customer Deposit Payment Application Record
Searching Information
Search Criteria
Date Range Filter
Customer Filter
Sales Invoice Filter
Customer Deposit Payment Filter
Customer Deposit Payment Application Filter
Printing a Customer Deposit Payment Application
Canceling a Customer Deposit Payment Application
Linking other transaction to Customer Payment
Customer Deposit Payment Application Audit Trail
Inventory
Inventory Adjustment
Introduction
Inventory Adjustment Workflow Chart
Workflow Chart (With Approvals)
Workflow Chart (Without Approval)
Inventory Adjustment Statuses
Creating Stand-alone Inventory Adjustment
Adding Main Information
Adding an Item / Product
Deleting an Item / Product
Stand-alone Inventory Adjustment
Searching & Reading a Inventory Adjustment Record
Searching Information
Search Criteria
Date Range Filter
Inventory Adjustment Filter
Approving a Inventory Adjustment
Printing a Inventory Adjustment
Linking other transaction to Customer Payment
Inventory Adjustment Audit Trail
Work Order - Assemble
Introduction
Work Order - Assemble Workflow Chart
Workflow Chart (With Approvals)
Workflow Chart (Without Approval)
Work Order - Assemble Statuses
Creating Stand-alone Work Order - Assemble
Adding Main Information
Adding a Bin Location and Batch / Serial No.
Deleting a Bin Location and Batch / Serial No.
Stand-alone Work Order - Assemble
Searching & Reading a Work Order - Assemble Record
Searching Information
Search Criteria
Date Range Filter
BOM Product Filter
Work Order - Assemble Filter
Printing a Work Order - Assemble
Duplicating a Work Order - Assemble
Linking other transaction to Customer Payment
Work Order - Assemble Audit Trail
Admin
Britana
BRITANA