Difference between revisions of "Selling"
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The selling process is also sometimes called customer order management (COM) or Order to Cash (OTC) that starts with a sales quotation to settlement of the account by the customer. | The selling process is also sometimes called customer order management (COM) or Order to Cash (OTC) that starts with a sales quotation to settlement of the account by the customer. | ||
| − | + | Except for Sales Quotation, Oojeema tightly links the order to cash modules which keeps transactions easily traceable with each other until settlement of customer transactions. | |
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| + | =====Sales Quotation===== | ||
| + | |||
| + | [what are sales quotations] | ||
| + | |||
| + | Sales quotations are created to document quotes to customers and document what arrangements was committed to a customer prior to a sales order such as [[discounts]], which warehouse the items will be coming from, tax options considered. Quotes on items does not affect status of the company's inventory. | ||
| + | |||
| + | Starting with a sales quote to the customer, the quote is required to expired at a specific date set upon creating of a quotation. | ||
| + | |||
| + | [How to create a sales quotation] | ||
| − | === Sales | + | [When to use sales quotation] |
| + | ======Sales Order====== | ||
| + | [what are sales orders] | ||
| − | + | [how to create a sales order] | |
| − | === Delivery Receipt === | + | [when to use a sales order] |
| + | <br /> | ||
| + | ======Delivery Receipt====== | ||
| − | === Accounts Receivable === | + | ======Accounts Receivable====== |
| − | === Receipt Voucher === | + | ======Receipt Voucher====== |
| − | === Sales Return === | + | ======Sales Return====== |
| − | === Credit Memo === | + | ======Credit Memo====== |
| − | === Downpayments === | + | ======Downpayments====== |
| − | === Advances from customers === | + | ======Advances from customers====== |
Revision as of 13:23, 4 October 2020
The selling process is also sometimes called customer order management (COM) or Order to Cash (OTC) that starts with a sales quotation to settlement of the account by the customer.
Except for Sales Quotation, Oojeema tightly links the order to cash modules which keeps transactions easily traceable with each other until settlement of customer transactions.
Contents
Sales Quotation
[what are sales quotations]
Sales quotations are created to document quotes to customers and document what arrangements was committed to a customer prior to a sales order such as discounts, which warehouse the items will be coming from, tax options considered. Quotes on items does not affect status of the company's inventory.
Starting with a sales quote to the customer, the quote is required to expired at a specific date set upon creating of a quotation.
[How to create a sales quotation]
[When to use sales quotation]
Sales Order
[what are sales orders]
[how to create a sales order]
[when to use a sales order]