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Difference between revisions of "Sales"
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| + | <div style='text-align: center;'> | ||
| + | [[Sales Quotation]] | [[Sales Order]] | [[Delivery Receipt]] | [[Sales Invoice]] | ||
| + | </div> | ||
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'''Sales''' | '''Sales''' | ||
| − | Sales Module allows the user to create sales transactions for the customer.[[File:Sales Module.png|center|thumb|864x864px]] | + | Sales Module allows the user to create sales transactions for the customer starting from: |
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| + | # Creating and converting a Sales Quotation to a Sales Order (optional) | ||
| + | # Creating a Sales Order | ||
| + | # Creating a Delivery Receipt by tagging the created Sales Order per customer | ||
| + | # Tagging a Delivery Receipt as delivered and | ||
| + | # Creating a Sales Invoice by selecting a customer and tagging a specific delivery receipt of the customer. | ||
| + | |||
| + | [[File:Sales Module.png|center|thumb|864x864px]] | ||
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Revision as of 09:53, 28 September 2020
Sales
Sales Module allows the user to create sales transactions for the customer starting from:
- Creating and converting a Sales Quotation to a Sales Order (optional)
- Creating a Sales Order
- Creating a Delivery Receipt by tagging the created Sales Order per customer
- Tagging a Delivery Receipt as delivered and
- Creating a Sales Invoice by selecting a customer and tagging a specific delivery receipt of the customer.
File:Sales Module.png
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| Modules | Description |
|---|---|
| Sales Quotation | This module allows the user to create a quotation of items to be ordered by a customer. This module can be converted to Sales order once the customer confirmed to order the items. |
| Sales Order | This module allows the user to create a Sales Order that the customer wants to buy. This includes the Quantity, Item Details, Price and the status of the order if it is Pending, Partial, Completed or Cancelled. |
| Delivery Receipt | This module allows the user to keep track the status of the items to be delivered to the customer if it is on Preparing, Delivered or Cancelled. |
| Sales Invoice | This module allows the user to keep track the status of the transactions of a customer if it is Unpaid, Partial Payment, Paid or Cancelled. |
Process Flow
File:Sales Process Flow.png
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