The key operation in Kladana is the creation of transactions. You can create transactions in most of the Kladana sections: Sales Orders, Supplier Invoices, Payments, Stock Adjustments, Write Offs, etc.
To view the report consisting of all transactions ever created in the section, select Overview → Transactions.
Create a transaction
The working process dealing with different transactions is based on mostly the same principles. Let’s regard the Purchase Order transaction as an example.
- In the Kladana workspace, select Purchasing → Purchase Orders.
- Click + Order.
- Choose your company (the company on which account the purchase would be made) and Counterparty (Supplier, in this case). These are the mandatory fields required to save the transactions.
- Leave the Transaction Number field empty. It will be filled in automatically upon saving.
- Add product items into the transaction using suitable adding method: Add from Catalog, Import, search field, or manual entering.
- Specify the quantity of items.
- Define the prices, taxes, discounts.
- Click Save.
If the transaction is viewed by several users simultaneously you see their names on top of the screen. This helps if you need to edit and process transactions together.
Workin with the list of items in a transaction
Sorting of items
By default items in transaction are sorted in the order of addition — the last added item will be at the end of the list.
You can sort the items by name or SKU if that is more convenient to you. Click on the title of Name column and choose the option to sort the list by.
To change the position of item in the list, just move it up or down.
Editing of items
To replace an item for another or duplicate it, lick the menu icon (three dots) at the end of the item line and select Replace or Duplicate.
To change the quantity, price, discount or tax values, put the cursor inside the field and edit the value.
Deletion of items
You can delete items from the transactions one by one or use group deletion.
To delete one item, click the menu icon (three dots) at the end of the item line and choose Delete.
To delete several items at once:
- Mark the checkboxes of required items in the beginning of the line.
- Click Delete the items table.
Item images
Put the cursor over the item’s image; a tile with an image preview appears. To view it in full size, click on the image.
Working with transactions
There are more settings related to the transactions you need to know: