How to Utilize Job Tagging in Sales, Purchase, and Transaction Modules in Financio

This article provides a comprehensive guide on how to utilize the Job Tagging feature in Financio, including its application in the Sales, Purchase, and Transaction modules.

Example: Using Job Tagging in the Sales Module (Invoice)

Step-by-Step Instructions:

1. Access the Sales Module:

   • Click on "Sales" in the top menu.

   • Hover over "Create New" and select "Invoice" from the dropdown list.
     
     

2. Fill in the Required Details:

   • Customer: Select or add a customer (e.g., "Aina").

   • Payment Term: Choose the terms (e.g., "Net 30").

   • Date: Set the invoice date (e.g., 04/02/2025).

   • Due Date: The system auto-calculates based on payment terms (e.g., 06/03/2025).

   • Invoice No.: Automatically generated (e.g., "INV1006").

   • Other Details: Include Reference, Export No., and Export Country if applicable.

3. Address Section:

   • Fill in Attention, Contact Address, and Shipping Address if needed.

4. Add Items:

   • Click the "Add New" button (highlighted in blue).
     
     

5. Invoice Item Details:

   • Item: Sales Income

   • Name: Pepsi

   • Description: Pepsi 100ml

   • Quantity: 1

   • Unit Price: RM6.00

   • Amount: RM6.00

   • Job: 100 - Cafe Ali (First job selected)

   • Location: (Enabled if the product is inventory-tracked)

   • Tax: (Not specified)

6. Save the Item:

   • Click "Save" to add the item to the invoice.

   • If multiple jobs need to be added, click "Add New" and repeat the process.

   • Review the invoice and finalize it before saving.