ERP User Manual

Income

The Income Module in the ERP system allows organizations to track all incoming revenue entries outside of standard product sales—such as rental income, service fees, or other miscellaneous revenues. The module is divided into two sub-sections: Income Category and Income List, providing both categorization and transaction-level entry for income tracking.

Income List Figure 27: Income List

The Income List page presents all recorded income entries in a tabulated format. This provides users with visibility into non-sales revenues that contribute to the organization's financial inflow.

Key Columns:
  • Date – The date the income was received or recorded.
  • Reference No – Unique reference for the transaction.
  • Warehouse – The warehouse or branch where the income is logged.
  • Category – The income type selected from defined categories.
  • Amount – The total received amount.
  • Note – Optional remarks or details.
  • Action – Options to Edit or Delete the income record.

To add a new income record into the system, users can click the Add Income button, located on the top left of the Income List Index page. This will open a popup form to add new income record.

Expense List Page Figure 28: Add Income Form

Users must fill in the form with the following fields:

  • Date – The date the income occurred.
  • Income Category – Select from the predefined income categories.
  • Warehouse – Specify the warehouse or branch where the income is recorded.
  • Amount – Enter the income amount.
  • Account – Choose the account used to receive the income.
  • Note – Add any relevant description or note.

After filling in all the required fields, user can click the submit button, to save the record, and the added record will be reflected in the Income List datatable.

Income Category

Income Category List Figure 29: Income Category List

The Income Category page allows users to define and manage the different types of income that the organization receives. These categories ensure accurate classification and reporting of revenue.

Key Columns:
  • Code – A unique identifier for the income category (can be generated automatically).
  • Name – The title or label of the income category (e.g., Consulting Fees, Rent Income).
  • Action – Edit or delete the category using action buttons.

User can click the Add Income Category button to open a popup form where users can define a new income category.

Add Expense Category Figure 30: Add Income Category Form

The form will required the users to fill in these fields:

  • Code – Auto-generated or user-defined code for the category.
  • Name – Name of the expense category.

After filling in all the required fields, user can click the submit button, to save the new category, and the added income category will be reflected in the Income Category datatable.

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