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How to open AutoSale Module and make an entry through Custom items and All items?
Follow these essential step-by-step instructions to access and use the AutoSale module in Taxlink for creating custom items and managing all items efficiently.
Important: AutoSale Module Access Required
Ensure you have proper permissions to access the AutoSale module. Contact your administrator if you cannot see this module in your dashboard.
Step-by-Step Guide to Open AutoSale Module
Click on Auto Sale
Click on the AutoSale option to access the main AutoSale module interface.
Key Actions:
- Click directly on the "Auto Sale" button or menu item
- Wait for the module to load completely
- You should see the AutoSale main interface with various options
Click on Add AutoSale
Once in the AutoSale module, locate and click on the "Add AutoSale" button to start creating a new entry.
Key Actions:
- Look for the "Add AutoSale" or "+ AutoSale" button
- This button is usually prominently displayed at the top of the interface
- Clicking this will open the AutoSale creation form
Choose Between 2 Options Custom Items or All Items
You will be presented with two main options for creating your AutoSale entry.
Key Actions:
- Option 1: Create Custom Items - For specific, customized product entries
- Option 2: All Items - For bulk processing or standard item entries
- Choose based on your specific requirements and the type of sale you want to process
Select Sales From and Sales To
Configure your sales parameters by selecting the appropriate "Sales From" and "Sales To" options.
Key Actions:
- Sales From: Select the source or starting point of your sales data
- Sales To: Choose the destination or endpoint for your sales processing
- These settings determine how your sales data will be processed and categorized
- Make sure to select the correct options based on your business requirements
- Click Next after configuring both Sales From and Sales To parameters
Select Voucher Number, Party Name, Ledger, Voucher Type, and View Profit
Complete all the essential fields for your AutoSale entry including voucher details, party information, accounting ledger, transaction type, and profit review.
Key Actions:
- Voucher Number: Enter or auto-generate a unique voucher number for tracking
- Party Name: Select the customer/client from your master list
- Ledger: Choose the appropriate sales ledger account for posting
- Voucher Type: Select the transaction type (Sales Invoice, Credit Note, etc.)
- Profit: Review the calculated profit margin and percentage before finalizing
- Click Submit: After verifying all details, click the Submit button to save your AutoSale entry
View Saved AutoSale Entry
After saving your AutoSale entry, you can view the complete saved transaction with all details confirmed.
Key Actions:
- The saved entry displays all the information you entered in a consolidated view
- Verify all details including voucher number, party name, and amounts are correct
- You can edit the entry if any corrections are needed
- The entry is now recorded in your system and ready for further processing
Additional Tips & Best Practices
Custom Items vs All Items
Use Custom Items when you need to create specific product entries with unique properties. Choose All Items for bulk operations or when working with standard inventory.
Sales Configuration
Proper configuration of Sales From and Sales To ensures accurate data flow and reporting in your Taxlink system.
Access Permissions
If you cannot see the AutoSale module, contact your administrator to ensure you have the necessary permissions.
Need more help?
Explore other AutoSale features and configurations