@adminide-stack/clock-tik-browser 12.0.22-alpha.3 → 12.0.22-alpha.4

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (31) hide show
  1. package/lib/pages/LandingPage/components/BooksFeatureSection.d.ts.map +1 -1
  2. package/lib/pages/LandingPage/components/BooksFeatureSection.js.map +1 -1
  3. package/lib/templates/content/blog/2026-02-15-modern-hr-management-small-business-guide.md +17 -17
  4. package/lib/templates/content/blog/2026-02-18-employee-onboarding-checklist-2026.md +8 -8
  5. package/lib/templates/content/blog/2026-02-19-leave-management-best-practices.md +9 -8
  6. package/lib/templates/content/blog/2026-02-20-travel-expense-management-growing-teams.md +31 -23
  7. package/lib/templates/content/blog/2026-02-21-purchase-order-management-guide.md +36 -33
  8. package/lib/templates/content/blog/2026-02-22-expense-tracking-small-business.md +38 -35
  9. package/lib/templates/content/blog/2026-02-23-vendor-management-best-practices.md +34 -34
  10. package/lib/templates/content/blog/2026-02-24-sales-quotes-orders-closing-deals-faster.md +45 -41
  11. package/lib/templates/content/docs/books/books-overview.md +19 -19
  12. package/lib/templates/content/docs/books/dashboard.md +24 -24
  13. package/lib/templates/content/docs/books/expenses.md +44 -44
  14. package/lib/templates/content/docs/books/notes.md +12 -12
  15. package/lib/templates/content/docs/books/purchase-orders.md +39 -39
  16. package/lib/templates/content/docs/books/quotes.md +45 -45
  17. package/lib/templates/content/docs/books/sales-orders.md +39 -39
  18. package/lib/templates/content/docs/books/vendor-credits.md +41 -41
  19. package/lib/templates/content/docs/books/vendors.md +38 -38
  20. package/lib/templates/content/docs/hrm/dashboard.md +49 -48
  21. package/lib/templates/content/docs/hrm/hr-letters.md +9 -9
  22. package/lib/templates/content/docs/hrm/hrm-overview.md +11 -11
  23. package/lib/templates/content/docs/hrm/leave.md +3 -3
  24. package/lib/templates/content/docs/hrm/members.md +5 -4
  25. package/lib/templates/content/docs/hrm/my-space.md +64 -64
  26. package/lib/templates/content/docs/hrm/offboarding.md +4 -4
  27. package/lib/templates/content/docs/hrm/onboarding.md +23 -23
  28. package/lib/templates/content/docs/hrm/settings.md +12 -12
  29. package/lib/templates/content/docs/hrm/travel.md +19 -17
  30. package/lib/templates/content/docs/timer/timetracking.md +1 -1
  31. package/package.json +3 -3
package/lib/templates/content/blog/2026-02-24-sales-quotes-orders-closing-deals-faster.md CHANGED
@@ -1,6 +1,6 @@
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1
  ---
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  slug: sales-quotes-orders-closing-deals-faster
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- title: "From Quote to Cash: How to Close Deals Faster with Streamlined Sales Orders"
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+ title: 'From Quote to Cash: How to Close Deals Faster with Streamlined Sales Orders'
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  authors: beena
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  tags: [Books, Business, Sales]
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  ---
@@ -18,7 +18,7 @@ This article walks through the complete quote-to-cash workflow and shows how Clo
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  Every B2B sale follows a predictable lifecycle:
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  ```
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- Lead Inquiry → Quote Created → Quote Sent → Negotiation →
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+ Lead Inquiry → Quote Created → Quote Sent → Negotiation →
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  Quote Accepted → Sales Order → Fulfillment → Invoice → Payment
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  ```
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@@ -36,27 +36,27 @@ Clockbook's Books module unifies the critical stages:
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  Navigate to **Books > Quotes** and click **New Quote**. Fill in:
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- | Field | Description |
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- |-------|-------------|
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- | **Customer** | Who you're quoting to |
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- | **Quote Number** | Auto-generated or custom |
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- | **Reference Number** | Opportunity ID, RFQ number, etc. |
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- | **Quote Date** | When the quote is issued |
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- | **Expiry Date** | When the quote expires (creates urgency) |
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- | **Currency** | Transaction currency |
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+ | Field | Description |
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+ | -------------------- | ---------------------------------------- |
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+ | **Customer** | Who you're quoting to |
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+ | **Quote Number** | Auto-generated or custom |
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+ | **Reference Number** | Opportunity ID, RFQ number, etc. |
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+ | **Quote Date** | When the quote is issued |
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+ | **Expiry Date** | When the quote expires (creates urgency) |
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+ | **Currency** | Transaction currency |
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  ### Step 2: Add Line Items
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  For each product or service in the quote:
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- | Field | Description |
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- |-------|-------------|
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- | **Item** | Product or service name |
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- | **Description** | Detailed description |
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- | **Quantity** | Number of units |
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- | **Rate** | Price per unit |
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- | **Discount** | Item-level discount |
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- | **Amount** | Auto-calculated |
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+ | Field | Description |
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+ | --------------- | ----------------------- |
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+ | **Item** | Product or service name |
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+ | **Description** | Detailed description |
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+ | **Quantity** | Number of units |
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+ | **Rate** | Price per unit |
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+ | **Discount** | Item-level discount |
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+ | **Amount** | Auto-calculated |
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  ### Step 3: Add Terms and Notes
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@@ -82,29 +82,30 @@ This eliminates the most common source of order errors: manual data re-entry.
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  ### Sales Order Fields
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- | Field | Description |
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- |-------|-------------|
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- | **Customer** | Carried over from the quote |
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- | **SO Number** | Unique order identifier |
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- | **Order Date** | When the order is confirmed |
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- | **Expected Shipment Date** | Delivery commitment |
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- | **Warehouse** | Fulfillment location |
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- | **Sales Person** | Account owner (for commission tracking) |
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+ | Field | Description |
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+ | -------------------------- | --------------------------------------- |
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+ | **Customer** | Carried over from the quote |
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+ | **SO Number** | Unique order identifier |
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+ | **Order Date** | When the order is confirmed |
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+ | **Expected Shipment Date** | Delivery commitment |
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+ | **Warehouse** | Fulfillment location |
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+ | **Sales Person** | Account owner (for commission tracking) |
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  ### Sales Order Statuses
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- | Status | Meaning |
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- |--------|---------|
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- | **Draft** | Order created but not confirmed |
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- | **Confirmed** | Order is approved and being processed |
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- | **In Transit** | Products are shipped |
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- | **Delivered** | Customer has received the goods |
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- | **Cancelled** | Order was cancelled |
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- | **Closed** | All obligations fulfilled |
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+ | Status | Meaning |
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+ | -------------- | ------------------------------------- |
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+ | **Draft** | Order created but not confirmed |
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+ | **Confirmed** | Order is approved and being processed |
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+ | **In Transit** | Products are shipped |
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+ | **Delivered** | Customer has received the goods |
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+ | **Cancelled** | Order was cancelled |
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+ | **Closed** | All obligations fulfilled |
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  ### Tracking the Pipeline
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  The Sales Orders list view gives you a full pipeline overview:
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+
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  - Filter by status to see all **Confirmed** orders that need fulfillment
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  - Sort by Expected Shipment Date to prioritize
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  - Search by customer name or SO number
@@ -130,6 +131,7 @@ Maintain a product/service catalog with standard rates. This prevents ad-hoc pri
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  ### 5. Document Everything in Notes
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  Use **Books > Notes** to record:
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+
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  - Customer pricing discussions and negotiation history
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  - Special terms agreed upon verbally
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137
  - Competitor quotes the customer mentioned
@@ -153,25 +155,27 @@ When a quote becomes a sales order, the operations team needs to know immediatel
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  Combine data from Clockbook's Quotes, Sales Orders, and Dashboard to track:
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157
 
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- | Metric | What It Tells You |
157
- |--------|-------------------|
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- | **Average Quote Response Time** | Are you quoting fast enough? |
159
- | **Quote-to-Order Conversion Rate** | Are your quotes competitive? |
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- | **Average Deal Size** | Is your pricing strategy working? |
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- | **Order Fulfillment Time** | How fast do you deliver? |
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- | **Outstanding Sales Orders** | Revenue in the pipeline waiting to be fulfilled |
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+ | Metric | What It Tells You |
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+ | ---------------------------------- | ----------------------------------------------- |
160
+ | **Average Quote Response Time** | Are you quoting fast enough? |
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+ | **Quote-to-Order Conversion Rate** | Are your quotes competitive? |
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+ | **Average Deal Size** | Is your pricing strategy working? |
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+ | **Order Fulfillment Time** | How fast do you deliver? |
164
+ | **Outstanding Sales Orders** | Revenue in the pipeline waiting to be fulfilled |
163
165
 
164
166
  ## Real-World Example
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166
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  Consider a B2B services company with 3 salespeople using Clockbook:
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168
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  **Before:**
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+
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  - Quotes created in Word documents — 2–4 hours per quote
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  - No tracking of which quotes were sent or followed up
171
174
  - Sales orders re-entered manually into a spreadsheet
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  - 15% quote-to-cash conversion rate
173
176
 
174
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  **After Clockbook:**
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+
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  - Quotes created in 5 minutes using templates and saved items
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180
  - Full visibility into quote statuses (Draft, Sent, Accepted, Rejected)
177
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  - One-click conversion from quote to sales order
package/lib/templates/content/docs/books/books-overview.md CHANGED
@@ -14,16 +14,16 @@ Click **Books** in the left sidebar to expand the Books menu. The module contain
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  ![Books Sidebar Navigation](/static/img/books/books-sidebar-expanded.png)
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17
- | Sub-module | Description |
18
- |------------|-------------|
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- | [**Purchase Orders**](/docs/books/purchase-orders) | Create and manage purchase orders to vendors |
20
- | [**Expenses**](/docs/books/expenses) | Track, categorize, and manage business expenses |
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- | [**Vendors**](/docs/books/vendors) | Maintain your vendor/supplier directory |
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- | [**Vendor Credits**](/docs/books/vendor-credits) | Issue and track credit notes against vendors |
23
- | [**Quotes**](/docs/books/quotes) | Create and send sales quotes to customers |
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- | [**Sales Orders**](/docs/books/sales-orders) | Manage confirmed sales orders |
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- | [**Notes**](/docs/books/notes) | Organize financial notes and memos |
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- | [**Dashboard**](/docs/books/dashboard) | Visual analytics and customizable panels |
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+ | Sub-module | Description |
18
+ | -------------------------------------------------- | ----------------------------------------------- |
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+ | [**Purchase Orders**](/docs/books/purchase-orders) | Create and manage purchase orders to vendors |
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+ | [**Expenses**](/docs/books/expenses) | Track, categorize, and manage business expenses |
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+ | [**Vendors**](/docs/books/vendors) | Maintain your vendor/supplier directory |
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+ | [**Vendor Credits**](/docs/books/vendor-credits) | Issue and track credit notes against vendors |
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+ | [**Quotes**](/docs/books/quotes) | Create and send sales quotes to customers |
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+ | [**Sales Orders**](/docs/books/sales-orders) | Manage confirmed sales orders |
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+ | [**Notes**](/docs/books/notes) | Organize financial notes and memos |
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+ | [**Dashboard**](/docs/books/dashboard) | Visual analytics and customizable panels |
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27
 
28
28
  ---
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29
 
@@ -79,15 +79,15 @@ The Books module integrates with several other Clockbook features:
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  The Books module uses role-based permissions following the pattern `organization.{resource}.{self|others}.{action}`. Resources include:
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- | Resource | Available Actions |
83
- |----------|------------------|
84
- | **expenses** | view, create, edit, delete, manage, approve |
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- | **purchases** | view, create, edit, delete, manage, approve |
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- | **vendors** | view, create, edit, delete, manage |
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+ | Resource | Available Actions |
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+ | ----------------- | ------------------------------------------- |
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+ | **expenses** | view, create, edit, delete, manage, approve |
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+ | **purchases** | view, create, edit, delete, manage, approve |
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+ | **vendors** | view, create, edit, delete, manage |
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87
  | **vendorCredits** | view, create, edit, delete, manage, approve |
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- | **quotes** | view, create, edit, delete, manage, convert |
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- | **salesOrders** | view, create, edit, delete, manage, approve |
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- | **notes** | view, create, edit, delete, manage |
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- | **dashboards** | view, create, edit, delete, manage |
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+ | **quotes** | view, create, edit, delete, manage, convert |
89
+ | **salesOrders** | view, create, edit, delete, manage, approve |
90
+ | **notes** | view, create, edit, delete, manage |
91
+ | **dashboards** | view, create, edit, delete, manage |
92
92
 
93
93
  Permissions can be configured per role through the organization's settings.
package/lib/templates/content/docs/books/dashboard.md CHANGED
@@ -51,11 +51,11 @@ You can mark one dashboard as your default, which loads automatically when you v
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  Each dashboard has an access level that determines who can see it:
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53
 
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- | Access Level | Description |
55
- |-------------|-------------|
56
- | **Only Me** | Only you can view this dashboard |
54
+ | Access Level | Description |
55
+ | ------------------ | -------------------------------------- |
56
+ | **Only Me** | Only you can view this dashboard |
57
57
  | **Selected Users** | Share with specific users and/or roles |
58
- | **Everyone** | Visible to all organization members |
58
+ | **Everyone** | Visible to all organization members |
59
59
 
60
60
  When choosing **Selected Users**, you can add individual users or entire roles to the sharing list.
61
61
 
@@ -67,21 +67,21 @@ Panels are the building blocks of your dashboard. Each panel displays a specific
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  #### Available Panel Types
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69
 
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- | Panel | Description |
71
- |-------|-------------|
72
- | **Active Projects** | Shows currently active projects and their status |
73
- | **Billable Time** | Displays billable vs. non-billable time breakdown |
74
- | **Project Distribution** | Chart showing time distribution across projects |
75
- | **Project Logs** | Recent project activity and log entries |
76
- | **Project Timing** | Time spent per project with comparisons |
77
- | **Task Distribution** | Breakdown of time by task type |
78
- | **Time Distribution** | Overall time distribution analytics |
79
- | **Timesheet Approval Rate** | Percentage of approved vs. pending timesheets |
80
- | **Timesheet** | Timesheet summary and status overview |
81
- | **Timesheet Status** | Breakdown of timesheet statuses |
82
- | **User Timing** | Time tracking per team member |
83
- | **Weekly Summary** | Week-over-week summary of key metrics |
84
- | **Custom Panel** | Create a custom panel with your own configuration |
70
+ | Panel | Description |
71
+ | --------------------------- | ------------------------------------------------- |
72
+ | **Active Projects** | Shows currently active projects and their status |
73
+ | **Billable Time** | Displays billable vs. non-billable time breakdown |
74
+ | **Project Distribution** | Chart showing time distribution across projects |
75
+ | **Project Logs** | Recent project activity and log entries |
76
+ | **Project Timing** | Time spent per project with comparisons |
77
+ | **Task Distribution** | Breakdown of time by task type |
78
+ | **Time Distribution** | Overall time distribution analytics |
79
+ | **Timesheet Approval Rate** | Percentage of approved vs. pending timesheets |
80
+ | **Timesheet** | Timesheet summary and status overview |
81
+ | **Timesheet Status** | Breakdown of timesheet statuses |
82
+ | **User Timing** | Time tracking per team member |
83
+ | **Weekly Summary** | Week-over-week summary of key metrics |
84
+ | **Custom Panel** | Create a custom panel with your own configuration |
85
85
 
86
86
  #### Panel Categories
87
87
 
@@ -111,12 +111,12 @@ Panels are grouped into these categories for easy browsing:
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111
 
112
112
  Each panel has configurable preferences:
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113
 
114
- | Setting | Description |
115
- |---------|-------------|
114
+ | Setting | Description |
115
+ | --------------- | -------------------------------------------------------------------- |
116
116
  | **Time Period** | Select the time range for data (e.g., This Week, This Month, Custom) |
117
- | **Date Range** | Custom start and end dates |
118
- | **Group By** | How data is grouped (e.g., by project, by user, by day) |
119
- | **Filters** | Additional filters to narrow the displayed data |
117
+ | **Date Range** | Custom start and end dates |
118
+ | **Group By** | How data is grouped (e.g., by project, by user, by day) |
119
+ | **Filters** | Additional filters to narrow the displayed data |
120
120
 
121
121
  ---
122
122
 
package/lib/templates/content/docs/books/expenses.md CHANGED
@@ -22,14 +22,14 @@ The Expenses page provides a centralized interface for recording business expens
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23
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  The main page displays a data table of all expenses with:
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25
- | Column | Description |
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- |--------|-------------|
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- | **Date** | Date the expense was incurred |
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+ | Column | Description |
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+ | ------------------- | ------------------------------------------ |
27
+ | **Date** | Date the expense was incurred |
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28
  | **Expense Account** | Category/account the expense is charged to |
29
- | **Amount** | Expense amount with currency |
30
- | **Vendor** | Vendor or payee |
31
- | **Status** | Current status of the expense |
32
- | **Actions** | View, edit, or delete the expense |
29
+ | **Amount** | Expense amount with currency |
30
+ | **Vendor** | Vendor or payee |
31
+ | **Status** | Current status of the expense |
32
+ | **Actions** | View, edit, or delete the expense |
33
33
 
34
34
  #### Searching & Filtering
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35
 
@@ -45,13 +45,13 @@ The main page displays a data table of all expenses with:
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45
 
46
46
  ### Expense Statuses
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48
- | Status | Description |
49
- |--------|-------------|
50
- | **Draft** | Expense recorded but not yet submitted |
51
- | **Submitted** | Expense submitted for approval |
52
- | **Approved** | Expense has been approved |
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- | **Rejected** | Expense has been rejected |
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- | **Paid** | Expense has been reimbursed or paid |
48
+ | Status | Description |
49
+ | ------------- | -------------------------------------- |
50
+ | **Draft** | Expense recorded but not yet submitted |
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+ | **Submitted** | Expense submitted for approval |
52
+ | **Approved** | Expense has been approved |
53
+ | **Rejected** | Expense has been rejected |
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+ | **Paid** | Expense has been reimbursed or paid |
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55
 
56
56
  ---
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57
 
@@ -67,22 +67,22 @@ The main page displays a data table of all expenses with:
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  #### Form Fields
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- | Field | Required | Description |
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- |-------|----------|-------------|
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- | **Date** | Yes | Date the expense was incurred |
73
- | **Expense Account** | Yes | Select from categorized account list |
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- | **Amount** | Yes | Expense amount |
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- | **Currency** | Yes | Transaction currency |
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- | **Paid Through** | No | Account/method used for payment |
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- | **Vendor** | No | Vendor or payee |
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- | **Invoice Number** | No | Vendor's invoice reference number |
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- | **Notes** | No | Additional details or description |
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- | **Customer** | No | Customer to associate with this expense |
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- | **Reporting Tags** | No | Tags for reporting and categorization |
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- | **Is Billable** | No | Whether this expense is billable to a customer |
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- | **Project** | No | Link expense to a specific project |
84
- | **Tax Amount** | No | Tax portion of the expense |
85
- | **Tax Rate** | No | Applicable tax rate |
70
+ | Field | Required | Description |
71
+ | ------------------- | -------- | ---------------------------------------------- |
72
+ | **Date** | Yes | Date the expense was incurred |
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+ | **Expense Account** | Yes | Select from categorized account list |
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+ | **Amount** | Yes | Expense amount |
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+ | **Currency** | Yes | Transaction currency |
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+ | **Paid Through** | No | Account/method used for payment |
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+ | **Vendor** | No | Vendor or payee |
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+ | **Invoice Number** | No | Vendor's invoice reference number |
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+ | **Notes** | No | Additional details or description |
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+ | **Customer** | No | Customer to associate with this expense |
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+ | **Reporting Tags** | No | Tags for reporting and categorization |
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+ | **Is Billable** | No | Whether this expense is billable to a customer |
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+ | **Project** | No | Link expense to a specific project |
84
+ | **Tax Amount** | No | Tax portion of the expense |
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+ | **Tax Rate** | No | Applicable tax rate |
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86
 
87
87
  #### Receipt Upload
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88
 
@@ -98,14 +98,14 @@ You can attach receipt images or documents to any expense:
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98
 
99
99
  Expenses are organized into the following account categories:
100
100
 
101
- | Category | Examples |
102
- |----------|---------|
103
- | **Cost of Goods Sold** | Direct materials, manufacturing costs |
104
- | **Expense** | Advertising & Marketing, Bank Fees & Charges, Consultant Expense, IT & Internet Expenses, Janitorial Expense, Meals & Entertainment, Office Supplies, Postage, Printing & Stationery, Rent Expense, Repairs & Maintenance, Salaries & Employee Wages, Telephone Expense, Travel Expense, and more (30+ accounts) |
105
- | **Non Current Liability** | Long-term obligations |
106
- | **Other Current Liability** | Short-term obligations |
107
- | **Fixed Asset** | Equipment, furniture, vehicles |
108
- | **Other Current Asset** | Prepaid expenses, deposits |
101
+ | Category | Examples |
102
+ | --------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
103
+ | **Cost of Goods Sold** | Direct materials, manufacturing costs |
104
+ | **Expense** | Advertising & Marketing, Bank Fees & Charges, Consultant Expense, IT & Internet Expenses, Janitorial Expense, Meals & Entertainment, Office Supplies, Postage, Printing & Stationery, Rent Expense, Repairs & Maintenance, Salaries & Employee Wages, Telephone Expense, Travel Expense, and more (30+ accounts) |
105
+ | **Non Current Liability** | Long-term obligations |
106
+ | **Other Current Liability** | Short-term obligations |
107
+ | **Fixed Asset** | Equipment, furniture, vehicles |
108
+ | **Other Current Asset** | Prepaid expenses, deposits |
109
109
 
110
110
  ---
111
111
 
@@ -126,12 +126,12 @@ This is useful for recording several expenses from a single trip or event.
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126
 
127
127
  You can set up recurring expenses that are automatically created on a schedule:
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128
 
129
- | Field | Description |
130
- |-------|-------------|
131
- | **Profile Name** | Name for the recurring expense profile |
132
- | **Repeat Every** | Frequency (e.g., every month, every week) |
133
- | **Start Date** | When to begin recurring |
134
- | **End Date** | When to stop recurring (optional) |
129
+ | Field | Description |
130
+ | ----------------- | --------------------------------------------- |
131
+ | **Profile Name** | Name for the recurring expense profile |
132
+ | **Repeat Every** | Frequency (e.g., every month, every week) |
133
+ | **Start Date** | When to begin recurring |
134
+ | **End Date** | When to stop recurring (optional) |
135
135
  | **Never Expires** | Toggle to make the expense recur indefinitely |
136
136
 
137
137
  To set up a recurring expense:
package/lib/templates/content/docs/books/notes.md CHANGED
@@ -40,12 +40,12 @@ Unlike other Books pages that use data tables, Notes uses a **card-based grid la
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40
 
41
41
  #### Form Fields
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42
 
43
- | Field | Required | Description |
44
- |-------|----------|-------------|
45
- | **Title** | Yes | Note title/heading |
46
- | **Content** | No | Rich text content of the note |
47
- | **Color** | No | Background color for the note card (default: white) |
48
- | **Tags** | No | Tags for categorization and filtering |
43
+ | Field | Required | Description |
44
+ | ----------- | -------- | --------------------------------------------------- |
45
+ | **Title** | Yes | Note title/heading |
46
+ | **Content** | No | Rich text content of the note |
47
+ | **Color** | No | Background color for the note card (default: white) |
48
+ | **Tags** | No | Tags for categorization and filtering |
49
49
 
50
50
  ---
51
51
 
@@ -53,12 +53,12 @@ Unlike other Books pages that use data tables, Notes uses a **card-based grid la
53
53
 
54
54
  Each note card provides the following actions:
55
55
 
56
- | Action | Description |
57
- |--------|-------------|
58
- | **Edit** | Open the note for editing |
59
- | **Delete** | Permanently remove the note |
60
- | **Pin** | Pin the note to the top of the grid |
61
- | **Archive** | Move the note to the archive |
56
+ | Action | Description |
57
+ | ----------- | ----------------------------------- |
58
+ | **Edit** | Open the note for editing |
59
+ | **Delete** | Permanently remove the note |
60
+ | **Pin** | Pin the note to the top of the grid |
61
+ | **Archive** | Move the note to the archive |
62
62
 
63
63
  ---
64
64
 
package/lib/templates/content/docs/books/purchase-orders.md CHANGED
@@ -22,14 +22,14 @@ Purchase Orders (POs) formalize your procurement process by documenting what you
22
22
 
23
23
  The main page displays a data table of all purchase orders with:
24
24
 
25
- | Column | Description |
26
- |--------|-------------|
27
- | **PO Number** | Auto-generated purchase order number |
28
- | **Date** | Date the PO was created |
29
- | **Vendor** | Vendor/supplier the order is placed with |
30
- | **Status** | Current status of the order |
31
- | **Total Amount** | Order total with currency |
32
- | **Actions** | View, edit, or delete the purchase order |
25
+ | Column | Description |
26
+ | ---------------- | ---------------------------------------- |
27
+ | **PO Number** | Auto-generated purchase order number |
28
+ | **Date** | Date the PO was created |
29
+ | **Vendor** | Vendor/supplier the order is placed with |
30
+ | **Status** | Current status of the order |
31
+ | **Total Amount** | Order total with currency |
32
+ | **Actions** | View, edit, or delete the purchase order |
33
33
 
34
34
  #### Searching & Filtering
35
35
 
@@ -42,13 +42,13 @@ The main page displays a data table of all purchase orders with:
42
42
 
43
43
  ### Purchase Order Statuses
44
44
 
45
- | Status | Description |
46
- |--------|-------------|
47
- | **Draft** | PO has been created but not yet sent to the vendor |
48
- | **Sent** | PO has been sent to the vendor |
49
- | **Partially Received** | Some items from the PO have been received |
50
- | **Received** | All items from the PO have been received |
51
- | **Cancelled** | PO has been cancelled |
45
+ | Status | Description |
46
+ | ---------------------- | -------------------------------------------------- |
47
+ | **Draft** | PO has been created but not yet sent to the vendor |
48
+ | **Sent** | PO has been sent to the vendor |
49
+ | **Partially Received** | Some items from the PO have been received |
50
+ | **Received** | All items from the PO have been received |
51
+ | **Cancelled** | PO has been cancelled |
52
52
 
53
53
  ---
54
54
 
@@ -64,18 +64,18 @@ The main page displays a data table of all purchase orders with:
64
64
 
65
65
  #### Form Fields
66
66
 
67
- | Field | Required | Description |
68
- |-------|----------|-------------|
69
- | **PO Number** | Auto | Auto-generated with configurable prefix (see [Settings](#settings)) |
70
- | **Date** | Yes | Purchase order date |
71
- | **Vendor** | Yes | Select from your vendor directory |
72
- | **Delivery Address Type** | No | Choose between Organization address or Customer address |
73
- | **Customer** | No | Select customer (if delivery is to a customer) |
74
- | **Reference Number** | No | External reference number |
75
- | **Delivery Date** | No | Expected delivery date |
76
- | **Payment Terms** | No | Payment terms (e.g., Net 30, Net 60) |
77
- | **Shipment Preference** | No | Preferred shipping method |
78
- | **Notes** | No | Additional notes or instructions |
67
+ | Field | Required | Description |
68
+ | ------------------------- | -------- | ------------------------------------------------------------------- |
69
+ | **PO Number** | Auto | Auto-generated with configurable prefix (see [Settings](#settings)) |
70
+ | **Date** | Yes | Purchase order date |
71
+ | **Vendor** | Yes | Select from your vendor directory |
72
+ | **Delivery Address Type** | No | Choose between Organization address or Customer address |
73
+ | **Customer** | No | Select customer (if delivery is to a customer) |
74
+ | **Reference Number** | No | External reference number |
75
+ | **Delivery Date** | No | Expected delivery date |
76
+ | **Payment Terms** | No | Payment terms (e.g., Net 30, Net 60) |
77
+ | **Shipment Preference** | No | Preferred shipping method |
78
+ | **Notes** | No | Additional notes or instructions |
79
79
 
80
80
  #### Delivery Address
81
81
 
@@ -93,22 +93,22 @@ When entering a delivery address, the following sub-fields are available:
93
93
 
94
94
  Each line item includes:
95
95
 
96
- | Field | Description |
97
- |-------|-------------|
96
+ | Field | Description |
97
+ | ---------------- | --------------------------------------- |
98
98
  | **Item Details** | Description of the item being purchased |
99
- | **Quantity** | Number of units |
100
- | **Rate** | Price per unit |
101
- | **Amount** | Auto-calculated (Quantity × Rate) |
99
+ | **Quantity** | Number of units |
100
+ | **Rate** | Price per unit |
101
+ | **Amount** | Auto-calculated (Quantity × Rate) |
102
102
 
103
103
  #### Financial Summary
104
104
 
105
- | Field | Description |
106
- |-------|-------------|
107
- | **Sub Total** | Sum of all line item amounts |
108
- | **Discount** | Discount amount or percentage |
109
- | **Tax Amount** | Applicable tax |
110
- | **Total Amount** | Final amount after discount and tax |
111
- | **Currency** | Currency for the transaction (default: INR) |
105
+ | Field | Description |
106
+ | ---------------- | ------------------------------------------- |
107
+ | **Sub Total** | Sum of all line item amounts |
108
+ | **Discount** | Discount amount or percentage |
109
+ | **Tax Amount** | Applicable tax |
110
+ | **Total Amount** | Final amount after discount and tax |
111
+ | **Currency** | Currency for the transaction (default: INR) |
112
112
 
113
113
  ---
114
114