A drop down list appears for a salesperson or an employee association to a particular customer/vendor, which is the list of users who access the dataset. We added a few product details through Goods & Services > Add Part. For entering product details, there is a data field provided that takes the path of the image of the product. Also the fields for Vendor and Customers are automatically populated by a drop-down list having vendor and customer names respectively. Now since we have some demo customers and products, we can start the ledger journal of balance by creating order processing and invoices.

While creating a user, you can provide a login name and password for him and also associate the user to a dataset and check access control options.

Order processing
Transactions can be in form of a quote, order or an invoice. For our company we create a sales order through Order Entry > Sales Order option from the navigation menu. The data entering process is straightforward, and it's also possible to lookup for parts and services to find the ones required for the order.

The sales order instance is not lost while a user traverses from the sales order screen to a part or to a vendor screen and back. When displaying an order or invoice on screen, several related actions can be performed by clicking on buttons across the bottom of the screen. The actions presented are independent of order status. The fields for customer and salespersons can be filled from the drop-down menu, while product details can be filled by entering the product number, or alternately looking up product details from the Parts screen.

SQL-Ledger starts creation of reports by asking for various parameters to be included in them. The drop-down provides ease of use for entering data.

In a similar way, invoices and quotations forms are easy to use and have the auto-fill option for certain fields. The invoices screen also has a field that asks where the invoice records are to be created, and in our case it happens to be AR as it was a credit invoice to a customer. For an invoice to a vendor, the recording ledger will be of AP as it will be a debt invoice.