How to Create Revenue

Introduction #

Managing revenue details accurately is essential for robust financial management. This article provides a step-by-step guide on how to create and manage revenue details in the Cosmic ERP Accounting module.

Prerequisites #

Before you begin, ensure you have the following details ready:

• Account
• Customer
• Category

Steps to Create Revenue #

1. Login to Cosmic ERP
   • Enter your credentials and click on the login button.
2. Navigate to Accounting System
   • Once logged in, locate and click on the Accounting System from the main menu.
3. Access Sales
   • In the Accounting System, find and click on the ‘Sales’ option.
4. Select Revenue
   • Click on the ‘Revenue’ option within the Sales section.
5. Create New Revenue
   • Click on the create button (represented by a ‘+’ icon) to initiate the creation of new revenue.
6. Enter Revenue Details
   • Date: Select the date of the revenue from the calendar.
   • Amount: Input the amount of the revenue.
   • Account: Select the account associated with the revenue.
   • Customer: Choose the customer associated with the revenue.
   • Description: Provide a detailed description of the revenue.
   • Category: Select the relevant category for the revenue.
   • Reference: Enter a reference number for the revenue.
   • Payment Receipt: Choose a file for the payment receipt (if applicable).
7. Create Revenue
   • Once all information is entered, click on the ‘create’ button to finalize and save the revenue details.

Conclusion #

Creating revenue in the Cosmic ERP Accounting module is a straightforward process that ensures all revenue details are accurately recorded and managed. Following these steps will help you maintain clear and precise financial records.