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Difference between revisions of "Sales"

(Tag: 2017 source edit)
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<div style="text-align: center;">
 
<div style="text-align: center;">
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[[Sales Quotation]] | [[Sales Order]] | [[Delivery Receipt]] | [[Sales Invoice]]
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[[Sales]] | [[Sales Quotation]] | [[Sales Order]] | [[Delivery Receipt]] | [[Sales Invoice]]
 
</div>
 
</div>
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=='''Sales'''==
+
==Sales==
  
−
====='''Sales Menu'''=====
+
=====Sales Menu=====
 
'''Sales Module''' allows the user to create sales transactions for the customer starting from:
 
'''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 and converting a [[Sales Quotation]] to a [[Sales Order]] (optional)
−
#Creating a Sales Order
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#Creating a [[Sales Order Aids|Sales Order]]
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#Creating a Delivery Receipt by tagging the created Sales Order per customer
+
#Creating a [[Delivery Receipt Aids|Delivery Receipt]] by tagging the created [[Sales Order]] per customer
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#Tagging a Delivery Receipt as delivered and
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#Tagging a [[Delivery Receipt]] as delivered and
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#Creating a Sales Invoice by selecting a customer and tagging a specific delivery receipt of the customer.
+
#Creating a [[Sales Invoice Aids|Sales Invoice]] by selecting a customer and tagging a specific delivery receipt of the customer.
  
 
=====Sales Menu List=====
 
=====Sales Menu List=====
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[[File:Sales Module.png|center|thumb|864x864px]]
+
[[File:Sales Module.png|center|thumb|864x864px|Sales Menu List]]
  
 
*'''Sales Menu Information'''
 
*'''Sales Menu Information'''
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! style="vertical-align:middle;text-align:left;" |'''Description'''
 
! style="vertical-align:middle;text-align:left;" |'''Description'''
 
|-
 
|-
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| style="vertical-align:middle;text-align:left;" |Sales Quotation
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| style="vertical-align:middle;text-align:left;" |[[Sales Quotation]]
−
| style="vertical-align:middle;text-align:left;" |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.
+
| style="vertical-align:middle;text-align:left;" |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.
 
|-
 
|-
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|Sales Order
+
|[[Sales Order]]
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|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.
+
|This module allows the user to create a Sales Order that the customer wants to buy. This includes the Quantity, [[Item Master|Item Details]], [[Price List|Price]] and the status of the order if it is Pending, Partial, Completed or Cancelled.
 
|-
 
|-
−
|Delivery Receipt
+
|[[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.
 
|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.
 
|-
 
|-
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|Sales Invoice
+
|[[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.
 
|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.
 
|}
 
|}
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[[File:Sales Process Flow.png|center|thumb|547x547px|Sales Process Flow]]
 
[[File:Sales Process Flow.png|center|thumb|547x547px|Sales Process Flow]]
 
<br />
 
<br />
−
 
+
{| class="wikitable"
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<div style="text-align: center;">
+
|+Categories:
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[[Sales Quotation]] | [[Sales Order]] | [[Delivery Receipt]] | [[Sales Invoice]]
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! colspan="2" |'''Modules'''
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</div>
+
|-
 +
|Sales
 +
|[[Sales]]<nowiki> | </nowiki>[[Delivery Receipt]]<nowiki> | </nowiki>[[Sales Invoice]]
 +
|-
 +
|Inventory
 +
|[[Sales Return]]
 +
|-
 +
|Maintenance
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|[[Customer]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Price List]]<nowiki> | </nowiki>[[Tax]]<nowiki> | </nowiki>[[Unit of Measure]]
 +
|-
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
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|-
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|Sales Aids
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|[[Delivery Receipt Aids]]<nowiki> | </nowiki>[[Sales Invoice Aids]]
 +
|-
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|Inventory
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|[[Sales Return Aids]]
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|-
 +
|Maintenance Aids
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|[[Customer Aids]]<nowiki> | </nowiki>[[Item Master Aids]]<nowiki> | </nowiki>[[Price List Aids]]<nowiki> | </nowiki>[[Tax Aids]]<nowiki> | </nowiki>[[Unit of Measure Aids]]
 +
|-
 +
|Others
 +
|[[Sales Process]]
 +
|}<div style="text-align: center;"></div>

Revision as of 07:56, 14 January 2021

Sales

Sales Menu

Sales Module allows the user to create sales transactions for the customer starting from:

  1. Creating and converting a Sales Quotation to a Sales Order (optional)
  2. Creating a Sales Order
  3. Creating a Delivery Receipt by tagging the created Sales Order per customer
  4. Tagging a Delivery Receipt as delivered and
  5. Creating a Sales Invoice by selecting a customer and tagging a specific delivery receipt of the customer.
Sales Menu List
File:Sales Module.png
Sales Menu List
  • Sales Menu Information
The following are the module functions of Sales.
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.
Sales Process Flow
File:Sales Process Flow.png
Sales Process Flow


Categories:
Modules
Sales Sales | Delivery Receipt | Sales Invoice
Inventory Sales Return
Maintenance Customer | Item Master | Price List | Tax | Unit of Measure
Job Aid Modules
Sales Aids Delivery Receipt Aids | Sales Invoice Aids
Inventory Sales Return Aids
Maintenance Aids Customer Aids | Item Master Aids | Price List Aids | Tax Aids | Unit of Measure Aids
Others Sales Process
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