ONLINE ONBOARDING
Step-by-step tutorials to help you get started with OCLite faster.
Step 1: Global Configuration
Step 2: HRMS
1. HRMS Configurations – Manage Department
2. HRMS Configurations – Manage Designation
3. HRMS Configurations – Manage Job Classifications
4. Staff Management – How to Add New Staff?
5. Staff Management – How to Edit Staff’s Information?
6. Leave Setup – Step 1: Define Leave Types
7. Leave Setup – Step 2: Leave Entitlement Defaults
Step 3: Payroll
Step 4: Accounting
1. Accounting Configurations – Wizards
2. Accounting Configurations – Accounting Period
3. Understanding Chart of Accounts
4. How to Create and Manage Customer (Debtor)
5. How to Create and Manage Invoice
6. How to Create and Manage Receipt (Receive Payment)
7. How to Create and Manage Credit Note
8. How to Create and Manage Debit Note
9. How to Create and Manage Supplier (Creditor)
10. How to Create and Manage Receive Invoice
11. How to Create and Manage Self-Billed Invoice
12. How to Create and Manage Payment (Issue Payment / Payment Voucher)
13. How to Create and Manage Received Credit Note
Step 5: Pricebook
Step 6: CRM
Step 7: POS
Step 8: System Enhancements (Optional)
Global Configuration
1. How Do I Change My Username, Email, or Password?
2. How to Set Reports Template?
4. What Should I Do If I Forgot My Password?
HRMS
1. HRMS Configurations – Manage Approvers
2. Staff Management – Resign, Deactivate, Suspend & Unassign
PAYROLL
1. Manage Adjustments – Adjustment Purposes
2. Manage Adjustments – Add Adjustment Individually
CRM
1. Contact Book Overview (Leads, Accounts and Contacts)
3. Financial Transactions Overview
ACCOUNTING
Step 9: OC Lite Beginner Certification
Complete all onboarding modules to unlock and download your Beginner Digital Certificate.
How to Manage Order Acceptance
This guide explains how to create, edit, delete, and finalize Order Acceptance in CRM.
An Order Acceptance is equivalent to Purchase order which it confirms that the customer has agreed to the quotation and the order is ready for processing.
? Where to Access CRM
Where to Access This Function
On the Order Acceptance > View List page, you will see:
| No. | Function | Description |
|---|---|---|
| 1 | Add | Create a new order acceptance |
| 2 | Edit | Modify existing order acceptance |
| 3 | Delete | Remove order acceptance permanently |
| 4 | Details | View full information of order acceptance |
| 5 | Cancel | Cancel order acceptance. The details of the order acceptance is not deleted from the database |
| 6 | Finalize | Confirm and lock the document |
| 7 | Download | Download order acceptance in PDF / Excel / Words |
Use the screenshot below to locate these buttons.
Ways to Create Order Acceptance
There are 2 methods:
| Method | Description |
|---|---|
| Generate from Quotation | Recommended method to carry forward all data |
| Create Directly | Manual creation without quotation |
Method 1: Generate from Quotation (Recommended)
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Go to Quotations > View List
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Locate quotation that need order acceptance
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Click Generate Order Acceptance
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Review the details
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Click Submit
Use the screenshot below to locate Generate Order Acceptance from Quotation module
Method 2: Create Order Acceptance
Add New Order Acceptance
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Go to Order Acceptance > View List
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Click Add
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Fill in the required information
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Click Submit
Fields to Fill
1. Order Information
| No. | Field | Description |
|---|---|---|
| 1 | Reference Number * | Auto-generated (e.g., OA/2026/5). It is recommended not to modify it, as any changes may disrupt the running number sequence. |
| 2 | Quotation Ref No | Optional. Select existing quotation |
| 3 | Date Issued * | Order date |
| 4 | Salesperson * | Staff in charge |
| 5 | Location * | Company location if applicable |
| 6 | Currency * | Default MYR |
| 7 | Exchange Rate * | Default 1 |
2. Customer Information
| No. | Field | Description |
|---|---|---|
| 1 | Customer | Select account |
| 2 | Add New Contact | Add new customer if needed |
3. Order Details
| Field | Description |
|---|---|
| Subject * | Order title |
| Discount | Tick if discount is in percentage |
| Tax Inclusive | Tick if price includes tax |
4. Items / Products
| Field | Description |
|---|---|
| Qty | Quantity of item |
| Unit | Unit of measurement (e.g. pax) |
| Custom Product | “Custom Product” as the default selection. To use an existing product, manually add it in Pricebook Management under the Pricebook section. |
| Code | Item code |
| Name | Item name. Auto generated if select pricebook |
| Description | Additional item details |
| Unit Price | Price per unit |
| Discount | Discount can be entered as an amount or a percentage. The percentage field is editable only when the “Discount in Percentage” checkbox is selected. |
| Tax | Applicable tax |
| Amount | Auto-calculated |
| Add Item | User can add more than 1 item |
5. Summary Calculation
| Field | Description |
|---|---|
| Amount Excl Tax | Total before tax |
| Discount | Total discount |
| Tax | Total tax |
| Amount Incl Tax | Final total amount |
6. Terms and Remarks
| Field | Description |
|---|---|
| Terms | Conditions for the quotation (visible to customer) |
| Remarks | Payment or additional notes (visible to customer) |
7. Internal Notes
| Field | Description |
|---|---|
| Internal Notes | For internal use only (not visible to customer) |
How to Edit
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Go to Order Acceptance > View List
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Click Edit next to the order acceptance
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Update details if needed
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Click Submit
Delete Order Acceptance
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Go to Order Acceptance > View List
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Click Delete next to the order acceptance
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Confirm deletion
Cancel Order Acceptance
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Go to Order Acceptance > View List
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Click Cancel next to the order acceptance
Uncancel Order Acceptance
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Go to Order Acceptance > View List
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Click Details next to the order acceptance
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Click Uncancel
Finalize Order Acceptance
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Go to Order Acceptance > View List
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Click Finalize next to the order acceptance
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Confirm action
✅ Once finalized:
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Cannot be edited / deleted / cancelled
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Ready to generate Delivery Order or Invoice
Best Practices
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Use Generate Order Acceptance from Quotation module whenever possible
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Always verify item details and pricing
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Finalize only when order is confirmed
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Link documents properly for better tracking