• Payments Statuses
• Paid: The PO is 100% paid.
• Due: The PO is 100% not paid.
• Partial: A partial amount of the PO has been paid.
• Overdue: PO is 100% not paid & past the due date.

Partial Overdue: A partial amount of the PO has been unpaid & past the due date.

Adding Payments

Adding payment when adding purchase

In the add purchase screen, you can add the payment for the purchase.

Adding payment from the List Purchase screen

In list purchase click the actions for any PO and it will display the list of actions for it. This option is not displayed if there is no payment due.

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Go to – Purchases -> Add Purchases

Type Supplier Name or Business name in the Supplier field. If the supplier doesn’t exist, you must add them from Contacts -> Suppliers -> Add

Enter the Purchase reference number, Purchase date & Order Status.

Select Business Location: Select where you want to add the purchase. You can add a new Location from Settings -> Business Locations.

Type the product name or scan the product barcode number. It will show related matched products and select a product to add to the purchase list.

On adding a new product, you can enter purchase quantity, purchase price, and tax information.

To add a discount: Select the discount type (fixed or percentage) and enter the amount. CYBROERP will auto-calculate the amount after the discount.

Enter purchase tax, Shipping Details, Additional Shipping charges, Payment status, & Additional notes.

You can view the list of purchases from Purchases -> List Purchases.

You can Print Labels for your purchase by Clicking “Print Labels” in the List Purchases screen.

No matching product found

This error will be displayed in 3 conditions

Reason 1: There are no products matching the name or SKU that you have entered. Check it once on the list of products.

Reason 2: Check the business location selected in the add purchase to have that product. So, if the business location is Location-1, then in add/edit product the product must be assigned to that location.  Check More here in Add/Edit Products

Reason 3: Make sure the product has Stock-Management ENABLED in Add/edit product. If stock management is not enabled in products, then it won’t show in the add/edit purchase.

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Go to Sell > Import Sales.

• Click the ‘Download Template’ button to download the template file.

• Once downloaded, open it and add the required details. While adding the details follow the instructions mentioned on the import sale page itself.
• Save the excel file and upload it by clicking the choose file button and pressing submit button.
• NOTE: It may display some error after uploading if some data added in the excel file are not as per mentioned in the instructions.
• Change it accordingly and proceed.

“Group sell line by” field in import sale:

While importing an Excel file for import sale you have to select the option “Group Sell Line By“.

This field is used for the system to know which lines need to be in a single sale.

For example, if you add an Invoice_Number column in the Excel import file, then all lines from one sale will have the same Invoice_Number.

In this case, you need to select Invoice_Number option in the “Group Sell Line By” dropdown field.

“You cannot select a field twice” Issue and Solution:

You may encounter this issue while you import an Excel file using the Sale Import feature.

This issue happens when the same option name is chosen for multiple columns in the import table

If you want to remove any column during import, you can select the SKIP option in the dropdown.

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Go to Sell -> Discounts

Add/Edit Discount

Click on “Add”

• Name: Enter a meaning full name for the discount.
• Brand: Select the product brand where it will be applied.
• Category: Select the product Category where it will be applied.
• Location: Select the location
• Priority: Discount with higher priority will have higher weight, however priority will not be considered for exact matches.
  For example: if there are 2 discounts available for the same brand and/or category then the disount with higher priority will be applied.
• Discount type: Fixed or Percentage
• Start At: Start date of the discount.
• End At: Start date of the discount.
• Apply in selling price groups: If checked then the discount will be applied in the selling price group price. If not then it will not be applied.
• Apply in customer groups: If checked then the discount will be applied in the customer group price. If not then it will not be applied.
• Is active: Activate or not.

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Go to Sell -> List Sell Return

Here you can see the List of Sell returns.

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Go to Sell -> List Quotation

Here you can see the drafted Quotations

You can view all Quotations from List Quotation. Existing Quotation can be edited to make it as final sales.

Click on “Actions” to edit.

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Go to Sell -> Add Quotation

Fill all the required details.

Marking a sales as Quotations will not deduct the available stock.

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Go to Sell -> Add draft

Here you can see the drafted sales details

You can view all Drafts from List Draft. Existing draft can be edited to make it as final sales.

Click on “Actions” to edit.

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Go to Sell -> Add draft

Fill all the required details.

Marking a sale as Draft will not deduct the available stock.

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