Sales Locations are the places where the transactions are taken place. A physical shop is a good example of a sales location.

• You need to define a Sales Location before using UUKA Mobile POS (Lite).

UUKA App(s) Covered in This Topic

Define Sales Location

1. In UUKA Sales Management app, go to "Sales Location" page;
2. Click "+" button to add new sales location;
   
3. Fill in the new sales location details and the warehouse from which stock will be allocated, and then click "Save";
   
4. New sales location will be added. 

Sales Reps (Sales Representatives) are the sales persons who take the order or invoice in charge. When you want to trace an order or calculate commission for a staff, sales rep is helpful for you.

UUKA App(s) Covered in This Topic

Define Sales Reps

1. In UUKA Sales Management, go to "Sales Rep" page;
2. Click "+" button to create new Sales Rep;
   
3. Fill in the Sales Rep information;
   
4. Click "Save" button to create the new Sales Rep;

In UUKA Customer Payment app, you can define a variety of customer payment methods to record payments received from customers.

• You should define the customer payment method before using UUKA Sales Management and/or UUKA Mobile POS (Lite).

UUKA App(s) Covered in This Topic

Define New Customer Payment Method

1. In UUKA Customer Payment app, go to "Payment Methods" page;
2. Click on the "+" button to add new payment method;
   
3. Define your new customer payment method at the pop up box;
   
4. Save your settings, finished.

Definition

1. Allows change: Allows returning changes to customer in case of overpay.
   • For example, when creating 'Cash' payment method. Allows change should be set to true so that when receiving $100 'Cash' for a $99 invoice, a change of $1 will be returned to customer.
   • On the contrary, if receiving non-refundable 'Gift Voucher', Allows change is usually false. If customer is using a $100 gift voucher to pay a $99 invoice, then the customer receives no change.
2. Allows overpay: Allows overpay using this method.
   • For example, when creating 'Cash' payment method. Allows overpay should be set to true so that UUKA can accept $100 paid by 'Cash' for a $99 invoice.
   • Typically, 'Cash' and 'Coupon' payment should have this set to true. Online payment methods such as 'PayPal' used in online shop, this should be set to false.

Sales Order (SO) is an internal document that represents a buying order has been received from customers. Once a sales order is issued, the corporation should start the internal processes to fulfil the order.

• Products inventory will not be allocated at this stage.
• Before creating sales order, you should have defined warehouse and payment method.

UUKA App(s) Covered in This Topic

Create New Sales Order

1. In UUKA Sales Management app, go to "Sales Order" page;
2. Click on "+" button to create a new sales order;
   
3. Fill in the sales order details, including the order date, customer, warehouse (stock to be allocated on) and the billing and shipping address, etc.;
   
4. Click on "+" button to add new product line;
   
5. After choosing product, typing the quantity and discount given (if have), you can click the "save" button (or press "Enter") to save this product line;
   
6. You can add more product line by clicking the "+" button.
   
7. The sales order has been created after adding all the products.
   

Print Sales Order

1. You can print the sales order by clicking on the "Print" button in the dropdown menu.
   
   
   
2. The preview of sales order printout will be displayed on the report viewer, and then you can print it by clicking on the "Print" button;
   

Invoice is a document sent to a buyer when product or service has been provided. 

• In UUKA, Invoice can be directly created or billed from existing Sales Order.
• When the invoice is issued, the stock will be deducted at the same time.

UUKA App(s) Covered in This Topic

A. Create Invoice by Billing Sales Order

1. In UUKA Sales Management app, go to "Sales Order" page;
2. Search the sales order which needs to be billed in Sales Order list.
   
3. Click on the "Bill sales order" button to create invoice.
   
4. Click "Create invoice" button;
   
5. The invoice will be created and displayed in the report viewer, and then you can click the "print" button to print the invoice.
   

B. Create Invoice Directly

1. In UUKA Sales Management app, go to "Invoice" page;
2. Click on the "+" button to create a new invoice;
   
3. Fill in the invoice information, including invoice date, customer, warehouse, shipping and billing address, etc., and then click "Save" button;
   
4. Add new product line to your invoice by clicking on the "+" button;
   
5. After choosing product, typing the quantity and discount given (if have), you can click the "save" button (or press "Enter") to save this product line;
   
6. Repeat step 4 to 5, continue to add products to this invoice;
7. Done.

Print or Re-print Invoice

1. You can print or re-print invoice by clicking on the "Print" button;
   
2. The invoice preview will be displayed in the report viewer, and then you can print it by clicking on the "Print" button.
   

A payment receipt is a document given to a customer as proof of full or partial payment for a product or service.

• You need to create the invoice before creating the payment receipt.
• You may use UUKA Sales Management and/or UUKA Mobile POS (Lite) to create Invoice.
• You can receive multiple invoices at once with a same customer.

UUKA App(s) Covered in This Topic

Create Payment Receipt

1. In UUKA Customer Payment app, go to "Pay Invoice" page;
2. Input the invoice number to receive payment for the invoice;
   
3. Fill in the payment details;
   
4. Payment is created.
   

Pay Multiple Invoices at once

1.  In payment details page, you can click "Add" button to add more additional invoice(s) to pay;
   (*Please noted that the additional invoices to be paid must be the same customer of all invoices)
   
2. Additional invoice has been added to be paid.
   

Print Payment Receipt

1. You can search the payment on the payment list;
   
2. Click on the "Print" button on the selected payment;
   
3. Preview the receipt on report viewer, and then click on the "Print" button to print this receipt.
   

A sold product being returned is known as a Sales Return. Usually, a sales return occur when the product is damaged or defective, the customer returns to the seller.

• When the sales return created, stock will be added to the warehouse accordingly.
• You can create sales return from invoice or ad hoc.

UUKA App(s) Covered in This Topic

A. Create Sales Return from Invoice

1.  In UUKA Sales Management app, click on "Invoice" in the left navigation menu;
2. Search invoice to be returned in invoice list;
   
3. Click "Sales return" button on dropdown list;
   
4. Go to Sales Return List, you can find the Sales Return just created;
   
5. If it is not all the items in the invoice being returned, you can delete those unrelated items on the sales return.
   
6. Finished.

B. Create Sales Return Ad hoc

1. In UUKA Sales Management app, click on "Sales Return" in the left navigation menu;
2. Click "+"button on sales return list to create an ad hoc sales return;
   
3. Select the Return Date, Customer, and Warehouse which will be returned to, and then click "Save";
   
4. Click "+" button to add product line to the sales return;
   
5. After choosing product, save the product line by clicking on the "Save" icon;
   
6. Repeat step 4 to 5, continue to add more products to be returned (if have).
7. Finished.

UUKA provides some standard user reports for analyzing the Sales and Customer Payment records.

• Only User Report can be executed manually at the Report List page.

UUKA App(s) Covered in This Topic

Run User Report at Report List Page

1. In UUKA Sales Management or UUKA Customer Payment, go to "Reports" page;
2. In the Report List page, you can click on the "Run" icon to execute those user report;
    
3. Input the report parameters (if needed);
   
4. Report will be generated dynamically at the report viewer.
   

User Report vs System Report

There are two types of reports - User Report and System Report.

• User Report can be executed by users manually at the Report List Page, e.g. Sales Summary Report.
• System Report can only be executed by the system, e.g. Invoice Printout.

A. Standard Reports of Customer Payment

1. Customer Invoices Payment List (User Report)
2. Receipt for customer's payment (System Report)
3. Accounts Receivables List (User Report)

B. Standard Reports of Sales

1. Invoice printout (System Report)
2. Invoice printout with 2 copies in 1 page (System Report)
3. Invoice Printout with 2 copies in 1 page showing product photo (System Report)
4. Invoice Printout showing product photo (System Report)
5. Sales Summary (User Report)
6. Sales order printout (System Report)

In UUKA, you can export Sales and Customer Payment data to excel, such as Sales Order, Invoice and Payment Receipt.

UUKA App(s) Covered in This Topic

Export Data to Excel

1. In UUKA Sales Management or UUKA Customer Payment, go to the order list or payment list which you want to export;
2. For example, to export the Invoice data, we go to the Invoice List page;
3. Click on the "Export" button on top of the Invoice List;
   
   
   
4. System will generate the invoice data in Excel format for your downloading.