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  • 2 months ago
Sa pag pili po natin ng customer na may existing Sales Order na trasnaction at Estimate na transaction papakita ko po pano natin mahahandle ito sa tulong nga assistance ni QuickBooks Desktop.
Transcript
00:08ito pa rin po sa ating homepage
00:10sa section ng customers
00:12paano po kung ating customer
00:14pareho pong meron transaction
00:16na estimates
00:17at sales orders na existing
00:20kumbaga pareho pong meron
00:22existing transaction na estimates
00:24at sales orders yung isang customer
00:27subukan natin
00:28una natin gagawin
00:30ito munang sales orders
00:31click natin
00:34ang pipili natin ng customer
00:36si Jenny Ramirez
00:39isang set ng egg tray
00:42yung sales orders niya
00:44na tag sa sampu
00:45sales orders number 10
00:48or SO number 10
00:49noong March 7, 2026
00:527 new
00:54Jenny Ramirez pa rin
00:55para dalawang sales orders
01:00isang set pa rin
01:01isang set pa rin
01:01ng egg tray
01:04na tagpip 15
01:08nagkakalaga ito
01:08ng 315
01:11na meron sales order
01:12or SO number
01:14na 11
01:15noong March 7, 2026
01:20save in nyo natin
01:23kaya dalawa po yung sales orders
01:24ni Jenny Ramirez
01:27SO number 11
01:28na nagkakalaga ng 315
01:29at SO number 10
01:31na nagkakalaga ng 210
01:34save and close na natin
01:37pagkatapos ng sales orders
01:40gawa naman tayo ng estimates
01:41open natin
01:44si Jenny Ramirez pa rin
01:49isang set ng egg tray
01:53pero dito sa estimates
01:5420 pieces
01:57ang each item
01:58na nagkakalaga ng 420
02:02na merong estimate number 4
02:04noong March 7, 2026
02:08save in nyo natin
02:11Jenny Ramirez pa rin
02:12isang set ng egg tray
02:17ngayon naman
02:18tag 25
02:18ang each item
02:21total amount of 525
02:25na merong estimate number 5
02:26noong March 7, 2026
02:31save in nyo natin
02:32previous natin
02:35merong estimate number 5
02:36na merong 525 na amount
02:38at estimate number 4
02:40na merong 420 na total amount
02:43save and close na natin
02:44ngayon po
02:45ang ating transaction
02:46na sales orders
02:47at estimates
02:49ay pwede lang ma-forward
02:51sa transaction
02:52ng create invoices
02:54open natin
02:55ang create invoices
02:57syempre
02:58ang pipili natin
02:59si Jenny Ramirez
03:04meron palang option
03:05na ibibigay si QuickBooks
03:06na ang pangalan sa window
03:07na ito
03:07ay customer
03:09job
03:09as an estimate
03:11and sales orders
03:13madedetect ni QuickBooks
03:14na meron siyang estimates
03:15at sales orders
03:16at sakala
03:17lalabas lang
03:18ang option na ito
03:19kung sabay po
03:20na merong existing na estimates
03:21at sales orders
03:22na transaction
03:23kaya sa first option nito
03:24meron tayong option
03:26na create invoice
03:26from estimates
03:27kung ipoprocess natin
03:29yung estimates
03:29ni customer
03:30or ni Jenny Ramirez
03:33eto namang second option
03:34create invoice
03:35from one or more sales orders
03:37kung ipoprocess natin
03:38yung ginawa nating
03:39sales order
03:40or SO
03:41kay Jenny Ramirez
03:42at kung hindi tayo gagawa
03:44galing sa estimates
03:45at sales orders
03:47pwede po on the spot
03:49gagawa tayo
03:49ng create invoice
03:52pag create invoice
03:53ang pipiliin natin
03:54wala lang
03:55gagawa lang tayo
03:56from start
03:57sa ating invoice
04:02pag estimate
04:03ang pipiliin natin
04:06makikita natin
04:07dito sa available estimates
04:08ng window
04:09yung dalawang estimates
04:10na ginawa natin
04:12kay Jenny Ramirez
04:14estimate number 4
04:15estimate number 5
04:17noong March 7
04:192026
04:22so same process pa rin po siya
04:24pili lang kayo
04:25ok
04:26tapos lalabas na po kagad
04:28yung progress invoicing
04:29natin na option
04:30resume nyo lang
04:31ayan na po
04:33kaya yun po
04:34ang pwedeng gawin
04:34ni QuickBooks
04:35para hindi tayo malito
04:36at mamanage natin
04:37kung meron tayong
04:38multiple transaction
04:40sa ating estimates
04:42at sales orders
04:44kung sales orders naman
04:46ok natin
04:48pwede tayong pumili
04:49ng sales orders
04:49tapos i-ok natin
04:52ok lang
04:53ayan na po
04:56ngayon po
04:56since nandito na rin tayo
04:58ipapakita ko rin po
04:59yung malaking pagkakaiba
05:00ng sales orders
05:01at saka ng estimates
05:03sinabi ko po
05:04sa ating previous lesson
05:05ang pagkakaiba ng estimates
05:07at ng sales orders
05:09ay yung quantity nito
05:11ang estimates
05:12pwede tayo mag-serve
05:13ng quantity
05:13at pwede din
05:15by percentage
05:17ang sales orders naman
05:18pwede tayo mag-serve nito
05:20pero
05:20by quantity lang
05:22ngayon naman po
05:23meron po tayong additional
05:24na pagkakaiba nila
05:26pagpinili po natin
05:27ang estimates
05:31one estimate lang
05:32at a time
05:34kunwari
05:34estimate number four
05:37four lang talaga
05:38mapipili ko
05:45kung five lang
05:46na estimate
05:47five lang
05:48mapipili ko
05:48at yung napili kong estimate
05:50yun yung pwede kong hati-hatiin
05:52by percentage
05:55all estimates
05:57at per item na estimates
05:58na percentage
06:01pero
06:01kung sa sales orders
06:07pwede tayong pumili
06:09ng more than one
06:10sales orders
06:11kasi meron po itong checkbox
06:13sa each sales orders
06:14kaya itong dalawang sales orders
06:16na ginawa natin
06:17na SO number 10
06:19at SO number 11
06:20pwedeng pagsamahin
06:21sa isang invoice
06:23dito po
06:24makikita natin
06:25na pinagsama
06:26yung dalawang sales orders
06:28kasi po
06:28makikita natin
06:29sa kolom
06:31ng SO number
06:31yung mga SO number
06:33ng each item
06:35kaya malalaman natin
06:37na
06:37compose po
06:38ng dalawang sales order
06:39itong invoice
06:40na ginawa natin
06:40base po
06:41sa SO number
06:42na kolom
06:4410
06:45at saka
06:4511
06:48kaya yung
06:49pinagkaiba nila
06:51kung estimates
06:53one estimate
06:54lang talaga
06:54at a time
06:56wala po siyang
06:58checkbox
06:58na pwede ma-merge
07:00ang dalawang estimate
07:01natin na transaction
07:01pero
07:03kung makapilitan
07:04ng estimates
07:05pwede natin itong hati-hatiin
07:06by percentage
07:07at by quantity
07:09maganda siya
07:10kasi pwede yung percentage
07:12at saka
07:12per quantity
07:13pero
07:14hindi natin pwede
07:15i-merge
07:15ang multiple estimates
07:17sa isang invoice
07:19kumpara po
07:20sa sales orders
07:26pwede siyang pagsamahin
07:29pero
07:30pwede mo lang galawin
07:31or i-adjust
07:32ang quantity niya
07:33hindi po pwede
07:34na percentage
07:38ayan po
07:42pwede lang natin
07:43i-adjust yung quantity nito
07:45pero wala po siyang percentage
07:48pero
07:48naka-merge
07:49yung dalawang SO natin
07:52sa isang invoice
07:55kaya po
07:56dito ninyo makikita
07:58yung gamit ng estimates
07:59at saka ng sales orders
08:02gamitin ninyo
08:03kung ano yung makakatulong sa inyo
08:04kung estimate ba
08:06pero one estimate
08:07at a time
08:07pero pwede siyang hati-hatiin
08:09by percentage
08:11pwede namang sales orders
08:12na pwede i-merge
08:13kahit ilang sales orders
08:14sa isang invoice
08:15pero hindi po siya pwedeng hati-hatiin
08:17or unti-untiin
08:18by percentage
08:21kaya
08:21ito po ang additional
08:22na pagkakaiba
08:23ng estimates
08:24at ng sales orders
08:25tandaan
08:26ang ating estimate
08:27ang ating estimate
08:27na transaction
08:28ay marami pang gamit
08:29ang pinakita ko lang po sa inyo
08:30yung basic na paggamit nito
08:32at yung pagkakaiba nila
08:33sa sales orders
08:34dahil unang tingin natin
08:36o unang gamit natin
08:37meron silang similarities
08:39pero depende po sa situation
08:41yung paggamit
08:42ng dalawang ito
08:45kaya subukan nyo na pong gamitin
08:47ang ating transaction
08:49na sales orders
08:50at estimates
08:51ang ating
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