00:09In the previous lesson, I'm going to show you how to use the transaction on sales orders
00:15that you can see here on the homepage in the section of customers.
00:19I'm going to explain that when you have a transaction on sales orders,
00:22you can record it in the account that you can see here on the menu bar by clicking list and
00:26chart of accounts.
00:31Now, account type ay non-posting.
00:34Sinabi ko rin na pag non-posting ang transaction, wala po itong impact sa ating finances dito sa ating company.
00:39Gaya po ng sales orders para sa ating mga customers, pareho po ito,
00:44ng purchase orders pero sa vendors naman po natin.
00:47At ang purchase orders, kung titignan natin dito sa chart of accounts na window,
00:51non-posting din po.
00:53Kaya pag non-posting, wala pong impact sa ating mga finances.
00:56Ganun din po ang estimates, which is ginagamit po natin sa ating customers.
01:02Magiging final lang po yung transaction natin sa sales orders.
01:08Kung ma-serve na po natin ito, gamit ang invoice.
01:12At magkakaroon po ito ng stamp na invoice in full.
01:15Dahil po sa transaction ng invoice,
01:20final posting na po ito, kaya meron po itong impact sa ating mga finances.
01:23Ngayon po, alam nyo po ba na kahit mag-transact na tayo ng create invoice at create sales receipts,
01:28pwede din po natin ito ma-convert into non-posting.
01:32At ang tawag dito ay pending sales.
01:35Paano gawin ito? Simple lang.
01:38Magagamit po natin ito, kunwari, hindi sinasadyang natransact na natin yung create invoices
01:43or create sales receipts sa ating customer pero hin-hold muna ng customer.
01:46Nagbigay naman siya ng assurance na kukunin niya.
01:48At ayaw nyo po muna itong masama sa ating mga financial reports.
01:51Pili lang kayo, create invoices or create sales receipts.
01:55Ako ang pipiliin ko, create sales receipts.
01:58Kung gusto nyo yung create invoices, okay lang po.
02:00I-click ko na itong create sales receipts.
02:02Ang kailangan na natin gawin, dapat magandang tayo ng transaction na nakasave na.
02:07Kunwari, itong transaction natin na merong OR number,
02:10apat na zero tapos 13, noong May 24, 2026.
02:15Para makonvert ito to pending sales,
02:17i-click lang po natin itong mark as pending na button.
02:21Pag-click natin ito,
02:24magkakaroon po ito ng stamp na pending, non-posting.
02:28At gano'n lang po.
02:30Then i-save na natin.
02:32Yes lang.
02:33Tapos previous natin.
02:36Ayan po, meron po siyang stamp na pending.
02:39Create invoice naman.
02:43Pili lang tayo na nakasave na.
02:45Kunwari, itong invoice ni Company Customer Tree.
02:50Na may invoice number na
02:54SI50 tapos 65.
02:57Meron din po itong button na mark as pending.
03:00Click natin.
03:02At gano'n din.
03:04Nagka-stamp ng pending, non-posting.
03:07Save venue.
03:09Yes.
03:11At ayun po.
03:12Dalawang transaction na natin.
03:16Sa pag-record ng sales,
03:17ang merong pending, invoice,
03:20at sales receipts.
03:23Saan po natin magagamit itong function na mark as pending?
03:27Magagamit po natin ito.
03:28Kunwari, kinansil ng customer
03:29at hinihintay po natin yung approval ng ating manager
03:31or ng owner
03:32na makancel ito
03:34at mapakita sa kanila
03:35na kailangan natin ito i-void or i-cancel
03:37for transparency.
03:38Or, siguradong kukunin ng customer
03:40pero kailangan natin i-hold
03:41dahil later pa niya mababayaran.
03:43Either, madi-delay yung pagbayad niya
03:45tapos kailangan natin magpasa
03:46ng financial report.
03:48Gamit po itong pending sales na function,
03:50hindi po ito sasama sa ating financial reports
03:52at hindi po madudumihan yung report natin.
03:54Pansin nyo rin,
03:56unayin natin itong invoice.
03:58Ito po ay merong SI number 50 tapos 65
04:01kay Company Customer Tree.
04:05Reports tayo tapos sales
04:08by customer summary.
04:10Tapos, hindi natin makita
04:12si Company Customer Tree
04:13which is ang date range natin
04:14May 1 to May 31.
04:17Tapos, yung date ng ating transaction
04:19may 24.
04:22Siguro, ito lang yung transaction
04:23ni Company Customer Tree.
04:24Kaya, hindi natin makita dito
04:26si Company Customer Tree.
04:28So, hindi po siya kasama
04:30sa ating report
04:30sa sales by customer summary.
04:32Ngayon po,
04:34ito namang sales receipts
04:35si walk-in customer.
04:37Marami itong transaction
04:38kasi universal customer dito.
04:40Pero, buti na lang,
04:41meron tayong sale number.
04:42At ang sale number nito
04:44ay OR number
04:444 na 0 tapos 13.
04:47Nalabas kaya itong number na to
04:48sa transaction ni walk-in customer?
04:50Dito po sa ating report
04:52na sales by customer summary.
04:56Makikita po natin
04:57nandito si walk-in customer
04:58na may 716 na report.
05:00Pero, baka po iba pong transaction yan
05:02kasi marami tayong transaction
05:03kay walk-in customer.
05:05I-quick zoom na lang natin.
05:07Tapat natin dito
05:08hanggang maging quick zoom
05:09yung ating cursor.
05:10Tapos, double click.
05:12Ito po yung transaction
05:13ni walk-in customer.
05:15Tapos, kung makikita ninyo
05:16dito sa ating column na number
05:18meron bang 13
05:19or OR number 000013?
05:23Wala po.
05:25Ang date po niyan
05:26May 1 to May 31.
05:30Yung transaction natin dito
05:31kay walk-in customer
05:32is May 24, 2026.
05:36Pero wala yung number natin
05:37na OR number
05:384 na 0 tapos 13.
05:42So, hindi rin po siya kasama dito.
05:44Kasi nga,
05:46nakapending pa sila.
05:48At hindi sila masasama
05:49sa ating mga financial reports.
05:53Ngayon po,
05:54kung tinuloy na ni customer
05:55na i-avail yung mga
05:56benta natin sa kanila,
05:58ang kailangan lang natin gawin,
05:59balikan po yung transaction
06:00na merong stamp
06:01ng pending,
06:02non-posting,
06:03tapos,
06:04i-click natin.
06:07Itong mark as final.
06:09Same button,
06:10pero nagbago po yung option.
06:12Naging mark as final.
06:14Click natin.
06:16Na wala yung stamp,
06:18then save venue.
06:19Yes.
06:22Back natin.
06:24Yun, wala ng pending.
06:25Yung OR number 13.
06:28Dito naman sa invoice,
06:30i-company customer tree.
06:33Na meron transaction number,
06:35na SI50 tapos 65.
06:38Same button,
06:39pero ibang option na
06:40mark as final.
06:43Na wala yung stamp,
06:44then save venue.
06:46Yes.
06:51Kaya ngayon po,
06:52wala ng stamp yung mga
06:53transaction natin.
06:54Silipin natin yung
06:55ating mga reports.
06:57Balik lang po tayo
06:58dito sa ating reports,
07:00tapos sales
07:01by customer summary.
07:06Nandito na si
07:06company customer tree.
07:08Kasi,
07:10isa lang yung
07:11transaction niya
07:12for the month of May.
07:13May 24.
07:17Si Joaquin customer naman,
07:19quick zoom natin.
07:24Lumabas na po
07:25yung OR number 13 niya.
07:29Yung function po
07:30na mark as pending
07:31parang in-hide lang natin
07:32yung transaction natin
07:33sa invoice
07:34at credit sales receipts
07:35para hindi po
07:35lumabas ating
07:36financial reports.
07:38Ngayon po,
07:39kung naka-pending po
07:40yung mga transactions
07:42natin
07:42at marami na,
07:47tulad nito,
07:48dalawa na yung
07:49pending natin,
07:51huwag kayo maglala
07:51dahil meron po tayong
07:52reports dyan.
07:53Punta lang po tayo
07:54sa menu bar
07:54by clicking reports,
07:57tapos sales,
07:58tapos
08:01pending sales.
08:05Dito makikita natin
08:06yung mga pinending natin
08:07na mga transactions
08:08sa credit invoice
08:09at credit sales receipts.
08:11Mapapansin nyo rin,
08:13yung account dito,
08:14accounts receivable
08:15at saka undeposited funds.
08:17Hindi po mga non-posting.
08:21Akala ko rin dati
08:22na meron pong
08:23accounts receivable
08:24na non-posting
08:25at undeposited funds
08:26na non-posting.
08:27Hindi po,
08:28parang sinegregate lang po dito
08:29o parang tinabi lang po dito
08:31o tinago.
08:33Kaya pag nandito po
08:34sa report ng pending sales,
08:35ladun pa rin po yung account niya
08:37na posting
08:38or posted na account.
08:40Pero,
08:41parang hinay lang yata
08:42ni QuickBooks.
08:43Gamit po ang pending na feature.
08:47Kaya yun po,
08:48kahit nakatransact na tayo
08:49ng invoice
08:50or credit sales receipts,
08:51hindi pa huli
08:51dahil pwede pa natin ito
08:53ipending.
08:55Para maging non-posting.
08:58Pero,
08:59dahil nakikita ninyo
09:00oras po yung icon dito,
09:01for temporary use lang po ito.
09:03Kung babalikan ng customer
09:05para bayaran na
09:06at i-final na
09:07or kinansin ng customer
09:08at ipakita natin
09:09sa ating superior
09:10na meron tayong
09:11kailangan i-cancel
09:12at nakapending pa.
09:13ati-final na uniqu k 그러�
09:14na uang canata en kuna yang labi za ob anges.
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