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  • 2 months ago
Dito gagamitin natin ang Create Invoice na transaction para iserve na ang mga Sales Orders na ginawa natin sa ating Customers pero partial lang, kulang or may lacking. May mga pagkakataon kasi ng hindi natin maseserve lahat ng inorder ng ating Customer. Pero at least mamomonitor natin ang progress sa mga kulang na hindi pa naseserve.
Transcript
00:09In our previous lesson,
00:11we will be able to do the sales orders
00:13with our customers
00:14using our create invoices.
00:18Now we will be able to do the sales orders
00:21that we serve our customers
00:23but this time,
00:25we will be partial or not complete
00:28because in our last lesson,
00:30sinerve natin lahat ng sales orders
00:31ng ating customers
00:32gamit ang create invoices.
00:35Para gawin to,
00:36gawa po muna tayo ng transaction
00:37sa ating sales orders.
00:46This time,
00:47kay company customer to naman.
00:50Large na tray,
00:52medium na tray,
00:53at small na tray.
00:54Order niya,
00:55tago 100 naman.
00:57Tapos,
00:59yung SO number,
01:0100002 na.
01:02February 15 pa rin,
01:032026,
01:04yung transaction na ito.
01:05Save na natin.
01:08At dahil meron na sales orders
01:10si customer to,
01:11sigurado,
01:12pag in-open natin
01:13itong create invoices,
01:14makikita natin
01:15yung sales orders
01:16ni customer to.
01:18Open natin.
01:20Siyempre,
01:21ang pipiliin natin
01:22si company customer to
01:23kasi siya yung mayroong
01:24sales orders ngayon.
01:28Madedetecto ni QuickBooks,
01:29piliin lang natin.
01:33Tapos,
01:34click OK.
01:36Ngayon po,
01:37dahil partial lang
01:38yung isuserve natin,
01:40ang pipiliin natin,
01:41hindi po create invoice
01:42for all
01:43of the sales orders.
01:45Kundi,
01:46ito munang
01:47create invoice
01:48for selected items.
01:51Click OK.
01:53At bibigyan po tayo
01:54ng QuickBooks
01:55ng window
01:56na specify items
01:57and quantities
01:58for invoice.
01:59Ito po kasi yung ginawa natin
02:01o yung mga pinili nating items
02:02sa sales order
02:03ni company customer to.
02:05Ngayon po,
02:06wala pala tayong small
02:07at saka medium.
02:08Large lang
02:09yung meron tayong available
02:10as of now.
02:11Dahil naka-check
02:12itong tatlo,
02:13i-ancheck natin
02:14itong mga wala.
02:15Itong
02:16small
02:18at itong medium.
02:20Dahil large lang na tray
02:21ang available natin.
02:25Click natin yung OK.
02:26At yun lang po
02:27ang mapapoward
02:28sa ating invoice.
02:30Kung pa paano
02:30nating ginawa
02:31yung ating invoice
02:32sa previous lesson,
02:33ganda din po.
02:34Pwede na natin
02:35itong isave.
02:35Kung gusto nyo silipin
02:37yung ating chart of accounts,
02:41dito sa chart of accounts
02:42under sa list
02:43sa ating menu bar,
02:44pwede naman po.
02:46Expected po
02:47na itong value
02:48ng ating invoice
02:49na worth 800
02:50ay dadagdag
02:51dito sa ating accounts receivable
02:53na may value
02:55na 1,050.
02:58At itong 100
02:59na in-invoice natin
03:01sa ating egg tray na large
03:02babawas po
03:03sa quantity
03:04ng ating mga items.
03:07Puta tayo
03:08ng list
03:08sa menu bar
03:09tapos item list
03:12at focus tayo
03:13dito sa large
03:14na tray
03:14na mayroong
03:15230
03:15na quantity.
03:17At kung makikita ninyo
03:19sa column
03:20ng on sales orders,
03:21may naghihintay
03:22na bumawas
03:23sa ating total quantity
03:24on hand
03:24na tago 100.
03:26At dahil
03:27large lang na tray
03:28yung available natin
03:29na isa-serve natin
03:30sa ating customer,
03:31expected natin
03:32na ito munang
03:33egg tray na large
03:34yung mababawasan
03:35ng 100.
03:37Tabitin natin to.
03:40Yung inventory asset
03:41mababawasan din to
03:42pero
03:43cost value.
03:45Pero ulitin ko,
03:46focus po tayo
03:47dito sa accounts receivable
03:49dahil ito po
03:50ang lesson natin
03:51all about
03:51balance and credits.
03:54Kaya ulitin ko
03:55itong 800
03:56sa ating invoice
03:57dadagdag po
03:57sa ating accounts receivable.
04:00Save and new
04:03at ayun po
04:04nadagdaga na
04:04yung 1,050 natin
04:06naging 1,850 na
04:07sa ating accounts receivable
04:09na account.
04:11At yung ating item list
04:15nabawasan na
04:15ng 100
04:16yung ating
04:17egg tray na large
04:18at zero na
04:20yung ating sales order
04:21na kolong
04:22para sa ating item
04:23na large na egg tray.
04:26At syempre
04:27kung titinan natin
04:28sa ating homepage
04:29dito sa customers
04:31na icon
04:31para ma-access
04:32ang customer center,
04:35yung ating customer
04:36meron ng balance
04:37sa kanyang balance
04:38total na kolom
04:38na worth 800.
04:41Pinagsama po
04:42ang balance
04:42ni company customer 1
04:44at company customer 2
04:45sa ating
04:46account
04:47na accounts receivable
04:49dahil iipunin
04:50lahat ni QuickBooks
04:51dyan
04:51yung mga transaksyo
04:52sa ating invoice
04:53o sa ating create invoice
04:54na transaction.
04:57Kaya ganun po
04:58ang pag-serve
04:59ng partial
05:00gamit ang invoice
05:03na may option
05:06na create invoice
05:08for our selected items.
05:12I-serve naman natin
05:13yung medium na tray.
05:15Create invoice
05:15ulit tayo.
05:19Tapos same customer pa rin
05:21si company customer 2.
05:24At dahil hindi na clear
05:25ni company customer 2
05:26nag-i-exist pa rin ito
05:28sa available sales orders
05:29ng window.
05:30Piliin natin.
05:33Then click OK.
05:34Create invoice
05:35for selected items
05:36pa rin tayo.
05:37Then click OK.
05:40Dahil na-serve na
05:41kung DAC-EC na large
05:42hindi na natin
05:44ito isasama.
05:45Si medium na lang
05:46at wala pa rin tayong
05:47small.
05:49Ngayon po
05:49isa-serve natin
05:50si DAC-medium
05:51pero partial pa rin.
05:55100 kasi yung inorder niya
05:57pero 50 lang
05:58mabibigay natin.
05:59Click natin yung OK.
06:01Ayan po.
06:02Pero ang gagawin natin
06:03ngayon
06:03imbis na pareho
06:05itong ordered
06:06at invoice
06:07teka adjust ko lang
06:09itong ordered
06:10at invoice
06:10ang gagawin ko
06:12if you 50 ko lang ito
06:13hindi ko ipapareho
06:14sa original
06:16na inorder
06:16na 100.
06:19Kaya ang value
06:20nito ay 350 na lang
06:21at yun din
06:22ang dadagdag
06:23sa accounts receivable
06:24account.
06:24Pero focus muna tayo
06:26sa partial na
06:26mangyayari ngayon.
06:28Save in yun natin
06:30at ayun po
06:31na-save na.
06:32Patuloy po
06:33nag-i-increment
06:34yung ating invoice number.
06:35Ang next transaction
06:36SI number 4 na po.
06:39Ngayon
06:40kung pipiliin natin
06:40si customer 2
06:41o si company customer 2
06:44create invoice
06:45for selected items pa rin.
06:49Makikita natin dito
06:50na si duck medium
06:52ayan po
06:54yung naka-indicate na po
06:56sa previous invoice
06:56na 50
06:58at to invoice
07:00na 50.
07:01Kaya meron po tayo
07:02mga guide
07:02or indicator
07:03para hindi po tayo
07:04malito.
07:06Mga markings po.
07:08Click natin yung OK
07:09at makikita natin dito
07:12sa ating ordered
07:14yung original na inorder
07:15natin is 100.
07:17Yung previous po
07:18na column
07:19itong previous invoice
07:20ito po yung last natin
07:21na serve.
07:22At 50 naman po
07:23yung pwede natin
07:24i-serve ngayon
07:25para mabuo
07:26yung original na inorder
07:27na worth 100.
07:29Kaya yun po
07:30ang mangyayari.
07:31Pero hindi ko muna
07:31ito isa-save.
07:32I-clear ko ito
07:33at ulitin natin
07:34piliin si company customer
07:35to
07:37at yung sales orders
07:38niya.
07:40Tapos
07:40pwede nyo rin po
07:41piliin
07:42itong create invoice
07:43for all the sales orders.
07:45Tapos click OK.
07:47OK lang.
07:49Kahit po kasi
07:50nakapili ito
07:51pwede nyo rin po
07:52kontrolin
07:52yung
07:53isa-serve ninyo.
07:54Kunwari
07:55gusto nyo lang
07:5510 pieces
07:56tapos dito
07:5710 pieces
07:58sa ating quantity.
08:01At kahit
08:02nandyan pa yung
08:03large natin
08:04na egg tray
08:05okay lang po
08:06dahil zero po yung amount.
08:08Kaya depende po sa inyo
08:10kung anong klaseng
08:10pag-display
08:11ang gagawin ni QuickBooks
08:12para ma-serve
08:13yung ating invoice
08:14sa ating customer.
08:15Ngayon po
08:16kung isa-save natin ito
08:17hindi pa rin po
08:18fully served
08:18yung ating sales orders.
08:20Kaya kung pipiliin natin
08:21si company customer 2
08:24meron pa rin po
08:25itong sales orders
08:26na available
08:27or pending.
08:28Piliin natin
08:29click OK.
08:30Kahit saan sa dalawa
08:31okay lang po.
08:33OK.
08:35At ayun po
08:37makikita natin
08:38yung column
08:39ng ordered
08:40previous invoice
08:41at back ordered
08:41na hindi po talaga
08:43na fully served
08:43yung original na in order
08:44sa ating egg tray
08:45na medium
08:46at small.
08:47Dahil sa ating previous invoice
08:4960 at 10 lang
08:50yung na-serve natin.
08:52At para ma-fully serve
08:53na yung ating sales orders
08:54ibigay na natin ito lahat.
08:57At ito po
08:58yung bubuo
08:59sa buong order
09:00ng sales orders
09:00ng customer
09:0140 at saka 90
09:03na nagkakalaga
09:04ng 820
09:06at expected
09:07babawas na ito
09:08sa ating inventory
09:09at dadagdag
09:10sa accounts receivable.
09:13Puta po tayo
09:14sa list
09:14tapos item list
09:18wala na po tayong
09:20pending na sales orders
09:21sa ating mga items
09:22at bumawas na
09:23yung tagwa 100
09:24dito sa total
09:25quantity on hand.
09:28At dumagdag na rin po
09:31yung value niya
09:32sa accounts receivable.
09:36at kung titignan natin
09:37sa ating customer center
09:40or dito sa menu bar
09:42by clicking customers
09:43tapos customer center
09:47ila po yung overall total
09:49na company customer 2
09:50at company customer 1
09:51na 3,150
09:58kaya po depende sa inyo
09:59kung may mga instances
10:00na hindi nyo
10:00masaserve kagad
10:01yung mga inorder
10:02ni customer
10:02pwede nyo pong
10:03i-partial
10:04or unti-unti
10:05gamit ang
10:05create invoices.
10:06Hindi kayo mag-aalala
10:07dahil
10:08meron naman pong
10:09progress
10:09tuwing gumagamit tayo
10:11ng sales orders
10:11dahil makikita natin
10:13yung mga remaining
10:13na hindi pa natin
10:14nasaserve.
10:16Gamit itong mga columns
10:18na ordered,
10:19previous invoice
10:20at backorder.
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