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How to Create AutoSale Entry with Purchase and Sales Dates
Learn how to configure purchase dates (Purchase From and Purchase To) along with sales dates (Sales From and Sales To) in the AutoSale module by enabling the Set Purchase Date checkbox for comprehensive date range management.
Important: Date Configuration for Purchase and Sales Transactions
Setting both purchase and sales dates properly is crucial for accurate transaction processing and reporting. Follow each step carefully to ensure your date ranges for both purchase and sales periods are configured correctly.
Step-by-Step Guide to Set Purchase and Sales Dates
Navigate to AutoSale Page
First, open the AutoSale module in your Taxlink dashboard to access the purchase date settings.
Key Actions:
- Open your Taxlink dashboard
- Navigate to the AutoSale module from the right sidebar
- Wait for the AutoSale interface to load completely
- Ensure you are on the main AutoSale page
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
- Click on the button to open the AutoSale creation form
- Wait for the form to load completely
Click on Set Purchase Date Checkbox
Locate and click on the "Set Purchase Date" checkbox to enable date configuration options.
Key Actions:
- Look for the "Set Purchase Date" checkbox on the AutoSale page
- The checkbox is usually located in the configuration section
- Click on the checkbox to enable it
- You should see a checkmark appear when selected
- This will reveal both purchase and sales date fields
Add Dates in All Sections and Click Next
Fill in the dates for Purchase From, Purchase To, Sales From, and Sales To fields, then click the Next button to proceed.
Key Actions:
- Purchase From: Click and select the starting date for your purchase period
- Purchase To: Select the ending date for your purchase period
- Sales From: Enter the starting date for your sales period
- Sales To: Enter the ending date for your sales period
- Ensure all dates follow DD/MM/YYYY format
- Click the Next button after entering all dates to proceed to the next step
Select Voucher Details and Click Next
Complete all the essential fields including voucher number, party name, ledger, voucher type, and profit details, then click Next to proceed.
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
- Verify all details are correctly entered
- Click the Submit button to proceed to the final step
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
- Check that purchase dates (Purchase From and Purchase To) are recorded accurately
- Confirm sales dates (Sales From and Sales To) are displayed correctly
- 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
Date Format Requirements
Always use DD/MM/YYYY format when entering dates. Incorrect formats may cause validation errors or processing issues.
Date Range Validation
Ensure that both Purchase To and Sales To dates are not earlier than their respective From dates. The system will validate this and show an error if the range is invalid.
Checkbox Dependencies
The purchase and sales date fields will only appear when the Set Purchase Date checkbox is enabled. Make sure to check this first before looking for date options.
Purchase vs Sales Dates
Purchase dates track when items were purchased, while sales dates track when items were sold. Both ranges are important for accurate inventory and financial tracking.
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