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Sales Management in Daftra

A practical guide to managing sales in Daftra: configuring invoice and quotation settings, creating and managing invoices and sales orders, and handling discounts, returns, credit and debit notes and recurring invoices.

Duration
2 hours
Video content
Learners
+3
Learners
Instructors
Daftra Academy
Daftra Education Team

About this course

This course brings Daftra's Sales tutorials together in one path. It starts in "Sales Settings", where you configure invoice numbering, discount and adjustment methods, maximum discounts, manual statuses, shipping options, order sources, additional fields and invoice and quotation designs.

The lessons then follow the sales cycle itself: creating quotations and turning them into sales orders and invoices, creating a sales invoice step by step, managing invoices from a single page, sending them to customers through messaging apps, and showing the profit on each invoice.

  • Handling returns with return invoices and credit notes, and issuing debit notes.
  • Setting up recurring invoices for repeat services, and applying offers and discounts to products.
  • Reading the best- and worst-selling products report, and adding a stamp or e-signature to your documents.

What you will learn

  • Configure invoice and quotation settings, including sequential numbering and manual statuses.
  • Tell discounts and adjustments apart, apply each to sales invoices, and set a maximum discount.
  • Create quotations and sales orders and convert them into sales invoices.
  • Create, manage and send sales invoices to customers by email or messaging apps.
  • Set up shipping options, order sources, additional fields and invoice designs.
  • Handle returns with return invoices and credit notes, and issue debit notes.
  • Create recurring invoices and apply discount offers to products.
  • Track invoice profit and the best- and worst-selling products report.

Who this is for

  • Business owners who issue sales invoices and quotations from Daftra.
  • Sales staff and accountants responsible for invoices and returns.
  • Account administrators who configure sales settings and staff discount limits.

Before you start

  • An active Daftra account with the Sales app enabled.
  • Some customers and products added to the account to follow the examples.

Course content

21 lessons • 2 hours 3 minutes

  1. 1Course lessons
    • Invoice and quotation settings in Daftra7 minutes
    • Discounts and adjustments on sales invoices in Daftra5 minutes
    • Enabling manual statuses for sales invoices in Daftra3 minutes
    • Setting discount limits on sales invoices in Daftra4 minutes
    • Sending invoices and quotations via messaging apps in Daftra4 minutes
    • Showing the profit on each sales invoice in Daftra5 minutes
    • Editing the journal entry description for sales invoices in Daftra4 minutes
    • Creating additional fields for sales invoices in Daftra6 minutes
    • Applying offers and discounts to products in Daftra6 minutes
    • Setting up shipping options in Daftra9 minutes
    • Order sources in Daftra and their use in restaurants5 minutes
    • Adding or editing invoice and quotation designs in Daftra13 minutes
    • Creating and managing quotations in Daftra6 minutes
    • Working with sales orders in Daftra6 minutes
    • Creating a sales invoice step by step in Daftra7 minutes
    • Managing sales invoices in Daftra9 minutes
    • Credit notes and sales returns in Daftra5 minutes
    • Creating debit notes on sales invoices in Daftra4 minutes
    • Creating recurring invoices in Daftra4 minutes
    • Best- and worst-selling products report in Daftra6 minutes
    • Adding a stamp or e-signature to sales documents in Daftra5 minutes

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FAQ

What language are the videos in? Are English subtitles available?

The videos are in Arabic. Every lesson has an English transcript and English captions.

What is the difference between a discount and an adjustment on a sales invoice?

A discount affects the tax applied and can be set per line item or on the invoice total. An adjustment is a small positive or negative amount used to round off fractions, and it does not affect the tax. The second lesson covers this.

Do I have to use quotations and sales orders before issuing an invoice?

No. You can issue invoices directly; quotations and sales orders are optional steps you enable in "Sales Settings" if you want a more structured sales cycle.

What is the difference between a credit note and a debit note?

A credit note records items returned from a sales invoice, while a debit note increases the value of an invoice as a monetary amount only, without affecting inventory.

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