Overview:

To utilise Sales Orders and Sales Invoices in Zumzum Financials, you need to enter your company products into Salesforce and activate your Price Book. Begin by adding or editing products in the Product tab, where you’ll configure essential details such as Product Name, Code, Cost Price, and Quantity Unit of Measure. Set up default accounting settings, including Sales and Purchase Nominal Accounts, Tax Codes, and Dimensions for automatic entry during transactions. Mark the product as Active and add it to a Price Book to make it available for sales and purchasing processes. This setup streamlines your sales and inventory management, ensuring that default values are pre-loaded for efficiency in transaction screens.

Enter Your Products to your Price Books

To use the Sales Orders and Sales Invoices capabilities in Zumzum Financials you will need to enter your company offerings in Salesforce as Products and activate your Price Book. You will need to associate products with Opportunities/Quotes in Salesforce or select products  directly when creating Sales Orders/Invoices.

Your products will be used for sales and purchasing processes so you may add default settings for products so that each transaction screen loads default values, e.g. the Sales Invoice screen.

Either edit an existing product or add a new product:

Configure Your Product Default Accounting Settings

1. The first step is to navigate to the Product tab.
2. In the top right click New to add a product.
3. The first thing to enter is the Product Name. This product name will display on your Sales Order acknowledgements and Sales Invoices.
4. Optionally, select the Product Family, the product family is a group of related products usually manufactured by a single company.
5. The next step is to create a Product Code, the product code is a unique identifier for the product, it is also used to quickly reference your product in other records so make it short and easy to remember.
6. In the Cost Price field, enter the cost of the product.
7. Choose the Quantity Unit of Measure, choose how many items or services are included in the product. You can add your own Quantity Unit of Measures.
8. In the Product Description information on what the item does, or what is included in the service
9. Ensure you mark the product as Active and add to a price book
10. Set Product Default values for
    • Supplier – the account that will load when you create a Purchase Order
    • Default Sales Nominal Account – this will load on the Sales Invoice line item
    • Default Purchase Nominal Account – this will load the nominal account on the Purchase Invoice.
    • Default Tax Code for Sales – this will load the tax code for the Sales Invoice Line Items
    • Default Tax Code for Purchasing – this will load the tax code for the Purchase Invoice Line Items
    • Dimension 1: Enter the default value you would like to appear in the Dimension 1 field on Sales Invoices.
    • Dimension 2: Enter the default value you would like to appear in the Dimension 2 field on Sales Invoices.
    • Dimension 3: Enter the default value you would like to appear in the Dimension 3 field on Sales Invoices.
    • Dimension 4: Enter the default value you would like to appear in the Dimension 4 field on Sales Invoices.
    • Dimension 5: Enter the default value you would like to appear in the Dimension 5 field on Sales Invoices.
    • Dimension 6: Enter the default value you would like to appear in the Dimension 6 field on Sales Invoices.
11. Select  Stock Product if you wish  to manage inventory movements for this product.
12. Select Serialised if you wish to track individual units of inventory with a serial number
13. Finally, select Save once you are done.

Learn more about product settings in Zumzum Financials.