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Quick Book

Fast invoicing mode for creating multiple invoices quickly. Load customer lists, add products with one-click, and batch-process orders. Supports mobile order import and data export.

How to Open

Menu → Transaction → Quick Book

Keyboard Shortcuts

F3 Product Sale F4 WHT (this invoice) F5 Load Devices + Add Line F10 Cancel F12 Save Esc Close

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How to Use

➕ Adding a New Quick Book Invoice

Open Quick Book from the menu
Fill in the required fields
Add optional details as needed
Press F12 or click Save
Confirm when prompted

✏️ Editing an Existing Quick Book Invoice

Type the name in the Search box on the left
Select the record from the search results grid
The form fields will load with the selected data
Modify the fields you need to change
Press F12 or click Save

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Field Descriptions

Town Optional

Filter customers by town to narrow the customer list.

Booking Man Required

Select the booking man whose customers to load. On the NO ORDER tab the same control narrows the list to the visits one booking man recorded; left empty there, it lists everyone’s.

From Required

On the NO ORDER tab, the first day listed. Opens on the first of the current month.

To Required

On the NO ORDER tab, the last day listed, counted in full whatever time of day a visit was recorded. Opens on today.

Reason Optional

On the NO ORDER tab, lists only the visits given one reason. Left empty it lists every reason.

Customer Optional

On the NO ORDER tab, lists only the visits recorded for one customer. Left empty it lists every customer.

Company Required

Select the product company to filter products.

Group Optional

Filter products by company group.

Product Optional

Filter to a specific product.

Stock <= Optional

Filter products where stock is less than or equal to this value.

Customer Name Required

The currently selected customer for the invoice.

License # Optional

Drug license of the selected customer. Auto-populated.

Balance Optional

Current outstanding balance of the selected customer.

Invoice No Optional

Auto-generated invoice number for the current invoice.

Net %Age Optional

Additional net discount percentage applied to the entire invoice.

Disc (Rs) Optional

Additional discount in rupees on the entire invoice.

Receivable Optional

Final receivable amount after all discounts. Auto-calculated.

WHT Checkbox

Whether withholding tax is charged on this invoice. It starts from the customer — on for everyone except a customer marked WHT Exempt, at that customer’s own rate. How you change it decides how long the change lasts. F4 changes it for this invoice only: save it, or pick a different customer, and the box goes back to following the customer. Clicking the box itself holds the change for every invoice on this screen until you click it back on or close the screen — the system tells you which of the two you have just done. The rate always matches the box: ticked charges the customer’s rate, cleared charges nothing.

Print Checkbox

Auto-print invoice after save.

Heading Checkbox

Include company heading on printout.

Warranty Checkbox

Include warranty on printout.

Template Optional

Select print template.

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Grid Columns

Column	Type	Required	Description
BOOKING MAN	Text	—	Name of the salesman for the loaded order.
LOGIN DATE	Date	—	When the booking man last signed in on the handset. This is not the order date; see ORDER DATE.
USER NAME	Text	—	User who created the order.
ID	Number	—	Customer ID.
CUSTOMER	Text	—	Customer name for the order.
ORDER DATE	Date	—	When the booking man saved the order on the handset, to the minute. Where several orders for the customer are billed together, the earliest. Orders from handsets older than 2.4.3 carry no time and show the date only.
CUSTOMER (No Order)	Text	—	On the NO ORDER tab, the shop that was visited.
BOOKING MAN (No Order)	Text	—	On the NO ORDER tab, who made the visit.
REASON	Text	—	Why the visit produced no order. Chosen from a fixed list on the handset, so the answers can be counted rather than read.
OTHER REASON	Text	—	What the booking man typed when the reason he picked was Other. Empty on every other reason.
DATE	Date	—	When the visit was recorded, to the minute.
LOCATION	Text	—	Opens the place the visit was recorded on Google Maps in your browser. A visit that carries no position shows nothing to click.

Column

Type

Required

Description

BOOKING MAN

Text

—

Name of the salesman for the loaded order.

LOGIN DATE

Date

—

When the booking man last signed in on the handset. This is not the order date; see ORDER DATE.

USER NAME

Text

—

User who created the order.

Number

—

Customer ID.

CUSTOMER

Text

—

Customer name for the order.

ORDER DATE

Date

—

When the booking man saved the order on the handset, to the minute. Where several orders for the customer are billed together, the earliest. Orders from handsets older than 2.4.3 carry no time and show the date only.

CUSTOMER (No Order)

Text

—

On the NO ORDER tab, the shop that was visited.

BOOKING MAN (No Order)

Text

—

On the NO ORDER tab, who made the visit.

REASON

Text

—

Why the visit produced no order. Chosen from a fixed list on the handset, so the answers can be counted rather than read.

OTHER REASON

Text

—

What the booking man typed when the reason he picked was Other. Empty on every other reason.

DATE

Date

—

When the visit was recorded, to the minute.

LOCATION

Text

—

Opens the place the visit was recorded on Google Maps in your browser. A visit that carries no position shows nothing to click.

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Buttons

Button	Shortcut	What it Does
🔍 Search	F2	Opens the search panel to find an existing record by name.
💾 Save	F12	Saves all changes. The system will ask for confirmation before saving.
❌ Close	Esc	Closes the Quick Book screen.

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Important Notes

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Short Expiry: Quick Book lines carry no batch until the invoice is saved, so the check runs on Save. If any line would be filled from a batch expiring within 6 months (or already expired), one message lists those products with their batch and expiry and asks whether to save anyway. No is the default and leaves the booking on screen, unsaved.

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Credit Limit: A customer can carry a Credit Limit, set on Customer Setup. Where one is set, billing an order is refused at save if it would take the customer’s Balance above it, and the message names the limit, the balance, this document’s amount and the room left. You are told before the save confirmations rather than after them. No permission lifts this — not even ADMINISTRATOR. Receive money against the customer’s bills, or raise the limit, and the save goes through. A customer left at 0 is unrestricted and behaves exactly as before.

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Import Mobile Orders: Click Import Orders to pull orders placed from the mobile app. Orders are loaded as pending invoices.

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Batch Processing: Quick Book allows you to process multiple customers' invoices in sequence without returning to the menu.

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The NO ORDER Tab: A booking man’s day is only half recorded by the orders in it. The NO ORDER tab lists the other half — the shops that were visited and bought nothing, with the reason given and the place it was recorded. Before this, a shut shop and a customer nobody called on looked exactly the same.

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A Reason Is A Figure, Not A Sentence: The booking man picks from a fixed list rather than typing, so “why did we lose this town” can be counted. Other is the one reason that lets him type, and what he typed shows in OTHER REASON.

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A Visit Cannot Be Recorded Without A Location: The app refuses to save a No Order — as it refuses to save an order — unless it holds a fresh position fix. So every row here carries where the booking man was standing, and LOCATION opens it on a map. A row with no position was imported from an older app version.

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The App Takes Many Products In One Pass: From version 2.4.1 the handset keys an order as a list rather than one product at a time. Every product is a row showing its stock, what this customer last paid and the catalogue prices, with the price, quantity, bonus and discount boxes on the row itself — nothing to open first. Finalize keeps what has been keyed and opens the list again, so a long order is built one search at a time. Orders arrive here exactly as before — the change is how they are keyed, not what they are.

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The Product File Carries Stock: Each product is exported with the stock it had at that moment, and the handset shows it on every row of the order list. It is a snapshot, not a live figure — it does not change again until the next export, so a busy day leaves it optimistic. Export more often if your booking men rely on it.

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No Orders Arrive With The Orders: Import Orders collects both. A No Order file is read into its own table and never becomes an order, an invoice or a booking, and a file already taken is refused exactly as a booking file is.