1. Overview

This page is part of the Sales Management module in the HRM system and is dedicated to handling Bill of Quantity (BoQ) invoices.

The Bill of Quantity Invoices page allows you to review and manage BoQ invoices. It displays invoice records and offers filtering and management tools.

2. Create and Filter

Accessing the Create Page

• Navigate to the Inquiries BOQs section.
• Click Create to add a new bill.

Input Section

• Customer Dropdowns: Select an existing customer from the dropdown list.
• Add Customer Button: Add a new customer if not listed.
• Reference Number Dropdowns: Choose or input a reference number.
• Create Reference Date: Set or modify the invoice date.

3. Items Management

Tools and Options

• Items Template: Apply predefined item templates.
• Action Buttons:
  • Add Existing Item: Select from system records.
  • Add New Item: Create a new item manually.
  • Get Reference Items: Import items from reference.
  • Import Excel File: Upload Excel with item data.
  • Download Empty Excel: Template download.

Items Table

• #: Serial number
• Title: Item name or description
• Unit: Unit of measurement
• Quantity: Number of units

4. Filtering Invoices

1. Navigate to the Inquiries BOQs section.
2. Click Filter to access filter options.

Filter Options

• Number: Input search number
• Reference Number: Select from dropdown
• Project: Choose project
• Customer: Choose customer
• Location: Enter location
• Date Range:
  • From Date: Select start date
  • To Date: Select end date

• Search: Apply filters
• Clear Filters: Reset filters

5. Understanding BOQ Invoices

A BOQ (Bill of Quantities) invoice is a detailed list of:

• Materials Required: Specific items and quantities
• Labor: Required workforce
• Services: Auxiliary project services

6. Invoice Records Table

• Entries per Page: Shows 5 items at a time
• Table Columns:
  • Number: Unique invoice number
  • Reference Number: Secondary ID
  • Date: Invoice creation date
  • Status: Invoice status
  • Current Step: Process phase

7. Pagination Controls

• « and ‹: First and previous page
• Page Number: Current page indicator
• › and »: Next and last page

8. Data Management Actions

• Delete Selected: Removes selected BOQ records. Use with caution as deletion is irreversible.