[ HeSoft Fabric Invoicing Tool] Software Introduction

A fabric invoicing tool designed for daily use in fabric stores and shops, centrally managing customer information, store details, and sales records. It supports entering fabric quantities roll by roll, converting between meters and yards, and summarizing amounts, helping stores complete sales invoicing and historical order lookup.

When selling fabric, what details need to be clearly recorded on a sales order? Besides the customer, product name, and unit price, you also need to record the fabric color, the length of each bolt, the pricing unit, as well as the actual amount received and any outstanding balance. When there are many products and the bolt lengths vary, handwritten orders and item-by-item calculations can easily become cumbersome, and finding records later is also inconvenient.

This fabric invoicing software is designed for the daily business of fabric wholesalers and fabric stores, managing customer information, store information, and sales orders together. Its core purpose is straightforward: to organize the information from a fabric sale into a complete, clear, and easy-to-check fabric sales order.

Click "New Sales Order" on the homepage to start creating an order. The following explains how to complete a sales order according to the actual operating sequence.

Select the store and customer, and clarify who this order is for

On the order creation page, first select the store and customer corresponding to this transaction. Existing records can be selected directly from the list; if there is a new customer or a store needs to be added, you can also add the information through the "Add Customer" and "Add Store" entries on the page.

After associating the customer and store with the sales order, subsequent order searches will have a clear correspondence. If you want to see which orders have been issued for a certain customer, or which sales records a certain store has, you can search based on the corresponding information.

Fill in the order information, and confirm the date and pricing method

Next, confirm the order date, settlement method, unit of measurement, and currency. This information is used to explain the basic situation of this transaction and will also affect how the quantity and amount are displayed in the sales order.

Fabric sales often involve "meters" and "yards." When creating the order, the unit should be selected according to the actual transaction agreement, and when entering the products, confirm whether the unit price corresponds to per meter or per yard, so that the quantity and pricing method remain consistent.

The sales details are the main part of a fabric order. In each detail row, you can fill in the product name, color, unit price, and pricing unit, and then enter the length of each bolt of fabric in turn. When the same fabric has multiple bolts, you can click "Continue entering" to add more quantity fields; if an entry is wrong, you can delete the last item. To sell fabrics with different product names or colors, you can continue filling them in through "Add detail."

For example, a certain white fabric has 7 bolts in total, with lengths of 10, 20, 30, 40, 50, 60, and 70 meters respectively, totaling 280 meters. If the unit price is 10 USD per meter, the amount for this item is 2800 USD.

The page displays the number of bolts, total quantity, and subtotal for each detail row, and also provides a conversion display between meters and yards. The bolt-by-bolt entry method not only preserves the specific quantity of each bolt, but also makes it easier to check the total for the entire item. After the product entry is completed, continue filling in the previous outstanding balance, actual amount received, and remarks. At the bottom of the page, the total number of bolts, total length, amount receivable, and total outstanding balance for the entire order are summarized, making it convenient to check before generating the sales order. When checking, pay special attention to the following: whether the customer and store are selected correctly, whether the fabric name and color are accurate, whether the quantity of each bolt is complete, whether the unit price and pricing unit are consistent, and whether the actual amount received is filled in correctly.

If there are delivery instructions or other matters that need confirmation by both parties, they can also be filled in the remarks so that the relevant information is saved together with the sales order.

Complete the order and generate the fabric sales order

After confirming that the information is correct, complete the order process to generate the organized sales order.

From the sample order, it can be seen that the completed order includes the store name, address, and contact information, as well as the customer name, settlement method, order date, sales order number, and currency. The product section displays the product name, color, quantity per bolt, meters, yards, unit price, and total amount in a table, while the bottom centrally lists the total, payment received, outstanding balance, and remarks.

During entry, information is filled in item by item, and after completion it is displayed together. In this way, when the store and customer check the transaction, they can see on the same sales order what was sold, how much each bolt contains, the total amount, and how much has already been received.

After the order is completed, the records can continue to be used. Through "Sales Order Management," you can find previously issued orders, and together with customer information and store information management, transactions can be traced more conveniently. When a customer comes to buy fabric again, or when previous sales records need to be checked, there is no need to search through paper orders everywhere.

The homepage also provides sales reports, allowing you to view data by time ranges such as today, this week, and this month, and to select the store and currency. Information such as amount receivable, actual amount received, number of sales orders, number of bolts sold, and sales length is displayed together, making it convenient to understand the daily order situation. Among these, the actual amount received is summarized according to the data entered in the orders, and should be based on the actual entered content when used.

For fabric wholesalers and fabric stores that need to record quantities by bolt, price by meter or yard, and frequently look up customer historical orders, this tool can connect the daily work flow: select the store and customer, enter fabric details, check payment information, and finally generate the sales order. Each transaction has a clear record, making later order lookup, verification, and organization more convenient.