Difference between revisions of "Sales Process"

 
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<div style="text-align: center;">
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[[Sales Quotation]] | [[Sales Order]] | [[Delivery Receipt]] | [[Sales Invoice]] | [[Accounts Receivable]] | [[Receipt Voucher]]<br />
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</div>
 
====Sales====
 
====Sales====
  
 
=====Sales Quotation=====
 
=====Sales Quotation=====
  
#Click Sales then Click '''Sales Quotation'''[[File:Sales Quotation - Step 1.png|center|136x136px|link=https://docs.oojeema.com/File:Sales_Quotation_-_Step_1.png]]
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#Click Sales then Click [[Sales Quotation]][[File:Sales Quotation - Step 1.png|center|136x136px|link=https://docs.oojeema.com/File:Sales_Quotation_-_Step_1.png]]
 
#Click '''Add Quotation'''[[File:Sales Quotation(Create) - Step 2.png|center|380x380px|link=https://docs.oojeema.com/File:Sales_Quotation(Create)_-_Step_2.png]]
 
#Click '''Add Quotation'''[[File:Sales Quotation(Create) - Step 2.png|center|380x380px|link=https://docs.oojeema.com/File:Sales_Quotation(Create)_-_Step_2.png]]
 
#Fill-up the necessary fields the click '''Save'''
 
#Fill-up the necessary fields the click '''Save'''
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#Click Sales then Click '''Sales Quotation'''[[File:Sales Quotation - Step 1.png|center|136x136px|link=https://docs.oojeema.com/File:Sales_Quotation_-_Step_1.png]]
 
#Click Sales then Click '''Sales Quotation'''[[File:Sales Quotation - Step 1.png|center|136x136px|link=https://docs.oojeema.com/File:Sales_Quotation_-_Step_1.png]]
#*If you are creating Sales Order without Sales Quotation. The step will be Sales -> Sales Order -> Add Sales Order. (After this proceed to step 3)[[File:Sales Invoice(Create) - Step 1.png|center|164x164px|link=https://docs.oojeema.com/File:Sales_Invoice(Create)_-_Step_1.png]][[File:Sales Order(Create) - Step 2.png|center|624x624px]]
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#*If you are creating Sales Order without Sales Quotation. The step will be Sales -> [[Sales Order]] -> Add Sales Order. (After this proceed to step 3)[[File:Sales Invoice(Create) - Step 1.png|center|164x164px|link=https://docs.oojeema.com/File:Sales_Invoice(Create)_-_Step_1.png]][[File:Sales Order(Create) - Step 2.png|center|624x624px]]
 
#Select the Quotation that needs to be convert into Sales order. Click the Dropdown arrow then choose '''Convert to SO'''[[File:Sales Process Flow(Order) - Step 2.png|center|198x198px]]
 
#Select the Quotation that needs to be convert into Sales order. Click the Dropdown arrow then choose '''Convert to SO'''[[File:Sales Process Flow(Order) - Step 2.png|center|198x198px]]
 
#Fill up the necessary forms then click '''save'''[[File:Sales Process Flow(Order) - Step 3.png|center|667x667px]]
 
#Fill up the necessary forms then click '''save'''[[File:Sales Process Flow(Order) - Step 3.png|center|667x667px]]
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=====Delivery Receipt=====
 
=====Delivery Receipt=====
  
#Go to Sales then Click '''Delivery Receipt'''[[File:Delivery Receipt(Create) - Step 1.png|center|168x168px|link=https://docs.oojeema.com/File:Delivery_Receipt(Create)_-_Step_1.png]]
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#Go to Sales then Click [[Delivery Receipt]][[File:Delivery Receipt(Create) - Step 1.png|center|168x168px|link=https://docs.oojeema.com/File:Delivery_Receipt(Create)_-_Step_1.png]]
 
#Click '''Add''' '''Delivery Receipt'''[[File:Delivery Receipt(Create) - Step 2.png|center|332x332px|link=https://docs.oojeema.com/File:Delivery_Receipt(Create)_-_Step_2.png]]
 
#Click '''Add''' '''Delivery Receipt'''[[File:Delivery Receipt(Create) - Step 2.png|center|332x332px|link=https://docs.oojeema.com/File:Delivery_Receipt(Create)_-_Step_2.png]]
 
#Choose Customer then Tag the Sales Order[[File:Sales Process Flow(Delivery Receipt) - Step 3.png|center|884x884px]]<br />
 
#Choose Customer then Tag the Sales Order[[File:Sales Process Flow(Delivery Receipt) - Step 3.png|center|884x884px]]<br />
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=====Sales Invoice and Generating Accounts Receivable=====
 
=====Sales Invoice and Generating Accounts Receivable=====
  
#Go to Sales then Click '''Delivery Receipt'''[[File:Delivery Receipt(Create) - Step 1.png|link=https://docs.oojeema.com/File:Delivery%20Receipt(Create)%20-%20Step%201.png|center|168x168px]]
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#Go to Sales then Click [[Delivery Receipt]][[File:Delivery Receipt(Create) - Step 1.png|link=https://docs.oojeema.com/File:Delivery%20Receipt(Create)%20-%20Step%201.png|center|168x168px]]
 
#Select the '''Delivery Receipt''' that needs to tag as Complete. Click the Drop-down Arrow then click '''Tag as Delivered.'''[[File:Sales Process Flow(Sales Invoice) - Step 2.png|center|167x167px]]
 
#Select the '''Delivery Receipt''' that needs to tag as Complete. Click the Drop-down Arrow then click '''Tag as Delivered.'''[[File:Sales Process Flow(Sales Invoice) - Step 2.png|center|167x167px]]
 
#Attached a file then click '''Attached.'''[[File:Sales Process Flow(Sales Invoice) - Step 3.png|center|591x591px]]<br />
 
#Attached a file then click '''Attached.'''[[File:Sales Process Flow(Sales Invoice) - Step 3.png|center|591x591px]]<br />
#Go to Sales then Click '''Sales Invoice'''.[[File:Sales Order(Create) - Step 1.png|center|162x162px|link=https://docs.oojeema.com/File:Sales_Order(Create)_-_Step_1.png]]<br />
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#Go to Sales then Click [[Sales Invoice]].[[File:Sales Order(Create) - Step 1.png|center|162x162px|link=https://docs.oojeema.com/File:Sales_Order(Create)_-_Step_1.png]]<br />
 
#Click '''Add Sales Invoice'''[[File:Sales Invoice(Create) - Step 2.png|center|624x624px|link=https://docs.oojeema.com/File:Sales_Invoice(Create)_-_Step_2.png]]
 
#Click '''Add Sales Invoice'''[[File:Sales Invoice(Create) - Step 2.png|center|624x624px|link=https://docs.oojeema.com/File:Sales_Invoice(Create)_-_Step_2.png]]
 
#Choose Customer then Tag the Delivery Receipt[[File:Sales Process Flow(Sales Invoice) - Step 6.png|center|892x892px]]<br />
 
#Choose Customer then Tag the Delivery Receipt[[File:Sales Process Flow(Sales Invoice) - Step 6.png|center|892x892px]]<br />
#Fill up the Necessary Fields then Click '''Save'''[[File:Sales Process Flow(Sales Invoice) - Step 7.png|center|666x666px]]
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#Fill up the Necessary Fields then Click '''Save'''[[File:Sales Process Flow(Sales Invoice) - Step 7.png|center|666x666px|link=https://docs.oojeema.com/File:Sales_Process_Flow(Sales_Invoice)_-_Step_7.png]]
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#Go to Financials then click [[Accounts Receivable]][[File:Accounts Receivable(Create) - Step 1.png|center|127x127px]]<br />
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#Select the Accounts Receivable generated from the Sales Invoice. Click the drop-down arrow then click '''Post'''[[File:Sales Process Flow(Sales Invoice) - Step 9.png|center|152x152px]]
  
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<br />
 
====Financials====
 
====Financials====
  
 
=====Receipt Voucher=====
 
=====Receipt Voucher=====
<br />
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#Go to Financials then click '''Receipt Voucher'''[[File:Receipt Voucher(Create) - Step 1.png|center|246x246px|link=https://docs.oojeema.com/File:Receipt_Voucher(Create)_-_Step_1.png]]
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#Click '''Add Receipt Voucher'''[[File:Receipt Voucher(Create) - Step 2.png|center|212x212px|link=https://docs.oojeema.com/File:Receipt_Voucher(Create)_-_Step_2.png]]
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#Click '''Total Receivables'''. Tick the following Accounts Receivable/s then Click '''Tag.'''[[File:Sales Process Flow(Receipt Voucher) - Step 3.png|center|888x888px]]<br />
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#Fill up the required fields then click '''Save'''[[File:Sales Process Flow(Receipt Voucher) - Step 4.png|center|663x663px]]<br />
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#From the Receipt Voucher Menu, Click Select the Receipt Voucher then click '''Post'''[[File:Sales Process Flow(Receipt Voucher) - Step 5.png|center|145x145px]]<br />
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#Click '''Yes''' on the Confirmation to finish the Posting process.
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[[File:Sales Process Flow(Receipt Voucher) - Step 6.png|center|287x287px]]
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<br /><blockquote>Categories: [[Sales Quotation]] | [[Sales Order]] | [[Delivery Receipt]] | [[Sales Invoice]] | [[Accounts Receivable]] | [[Receipt Voucher]]</blockquote>

Latest revision as of 09:49, 4 January 2021

Sales

Sales Quotation
  1. Click Sales then Click Sales Quotation
  2. Click Add Quotation
  3. Fill-up the necessary fields the click Save
Sales Order
  1. Click Sales then Click Sales Quotation
    • If you are creating Sales Order without Sales Quotation. The step will be Sales -> Sales Order -> Add Sales Order. (After this proceed to step 3)
  2. Select the Quotation that needs to be convert into Sales order. Click the Dropdown arrow then choose Convert to SO
  3. Fill up the necessary forms then click save
Delivery Receipt
  1. Go to Sales then Click Delivery Receipt
  2. Click Add Delivery Receipt
  3. Choose Customer then Tag the Sales Order
  4. Fil up the necessary fields
  5. Tick the Checkbox of the item/s to be delivered.
  6. Enter the quantity of the tick item/s then click Save.
Sales Invoice and Generating Accounts Receivable
  1. Go to Sales then Click Delivery Receipt
  2. Select the Delivery Receipt that needs to tag as Complete. Click the Drop-down Arrow then click Tag as Delivered.
  3. Attached a file then click Attached.
  4. Go to Sales then Click Sales Invoice.
  5. Click Add Sales Invoice
  6. Choose Customer then Tag the Delivery Receipt
  7. Fill up the Necessary Fields then Click Save
  8. Go to Financials then click Accounts Receivable
  9. Select the Accounts Receivable generated from the Sales Invoice. Click the drop-down arrow then click Post


Financials

Receipt Voucher
  1. Go to Financials then click Receipt Voucher
  2. Click Add Receipt Voucher
  3. Click Total Receivables. Tick the following Accounts Receivable/s then Click Tag.
  4. Fill up the required fields then click Save
  5. From the Receipt Voucher Menu, Click Select the Receipt Voucher then click Post
  6. Click Yes on the Confirmation to finish the Posting process.


Categories: Sales Quotation | Sales Order | Delivery Receipt | Sales Invoice | Accounts Receivable | Receipt Voucher