Difference between revisions of "Sales"

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#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 Aids|Sales Order]]
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#Creating a [[Sales Order]]
#Creating a [[Delivery Receipt Aids|Delivery Receipt]] by tagging the created [[Sales Order]] per customer
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#Creating a [[Delivery Receipt]] by tagging the created [[Sales Order]] per customer
 
#Tagging a [[Delivery Receipt]] as delivered and
 
#Tagging a [[Delivery Receipt]] as delivered and
#Creating a [[Sales Invoice Aids|Sales Invoice]] by selecting a customer and tagging a specific delivery receipt of the customer.
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#Creating a [[Sales Invoice]] by selecting a customer and tagging a specific delivery receipt of the customer.
  
 
=====Sales Menu List=====
 
=====Sales Menu List=====
[[File:Sales Module.png|center|thumb|864x864px|Sales Menu List]]
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[[File:Sales - Module - List.png|border|center|1500x1500px]]
 
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<br />
*'''Sales Menu Information'''
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{| class="wikitable" style="margin: auto;"
 
 
{| class="wikitable"
 
 
|+
 
|+
 
The following are the module functions of Sales.
 
The following are the module functions of Sales.
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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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|}<br />
 
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{| class="wikitable" style="margin: auto;"
=====Sales Process Flow=====
 
[[File:Sales Process Flow.png|center|thumb|547x547px|Sales Process Flow]]
 
<br />
 
{| class="wikitable"
 
 
|+Categories:
 
|+Categories:
 
! colspan="2" |'''Modules'''
 
! colspan="2" |'''Modules'''
 
|-
 
|-
 
|Sales
 
|Sales
|[[Sales]]<nowiki> | </nowiki>[[Delivery Receipt]]<nowiki> | </nowiki>[[Sales Invoice]]
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|[[Sales Quotation]]<nowiki> | </nowiki>[[Sales Order]]<nowiki>| </nowiki>[[Delivery Receipt]]<nowiki> | </nowiki>[[Sales Invoice]]<nowiki> | </nowiki>[[Sales Process]]
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|-
 +
|Maintenance
 +
|[[Customer]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Price List]]
 
|-
 
|-
 
|Inventory
 
|Inventory
 
|[[Sales Return]]
 
|[[Sales Return]]
 
|-
 
|-
|Maintenance
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| colspan="2" style="vertical-align:middle;text-align:center;" class="col-blue-bg" |'''Reports(Module)'''
|[[Customer]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Price List]]<nowiki> | </nowiki>[[Tax]]<nowiki> | </nowiki>[[Unit of Measure]]
 
 
|-
 
|-
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
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|Reports
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|[[Sales Reports]]
 
|-
 
|-
|Sales Aids
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|Financial Statements
|[[Delivery Receipt Aids]]<nowiki> | </nowiki>[[Sales Invoice Aids]]
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|[[Accounts Receivable Aging]]<nowiki> | </nowiki>[[AR Detailed Report]]<nowiki> | </nowiki>[[AR Transaction Report]]<nowiki> | </nowiki>[[Deposit List]]
|-
 
|Inventory
 
|[[Sales Return Aids]]
 
 
|-
 
|-
|Maintenance Aids
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|Tax Reports
|[[Customer Aids]]<nowiki> | </nowiki>[[Item Master Aids]]<nowiki> | </nowiki>[[Price List Aids]]<nowiki> | </nowiki>[[Tax Aids]]<nowiki> | </nowiki>[[Unit of Measure Aids]]
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|[[Sales Journal]]<nowiki> | </nowiki>[[Sales Relief]]
 
|-
 
|-
|Others
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|Sales Reports
|[[Sales Process]]
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|[[Sales Report]]<nowiki> | </nowiki>[[Sales Register]]<nowiki> | </nowiki>[[Sales per Customer]]<nowiki> | </nowiki>[[Sales per Warehouse]]<nowiki> | </nowiki>[[Sales per Stock]]<nowiki> | </nowiki>[[Sales Transfer per Stock]]<nowiki> | </nowiki>[[Sales per Item]]<nowiki> | </nowiki>[[Sales per Category]]<nowiki> | </nowiki>[[Sales Top Item]]<nowiki> | </nowiki>[[Returns per Customer]]
|}<div style="text-align: center;"></div>
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|}<br />

Latest revision as of 12:16, 6 April 2022

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
Sales - Module - List.png


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.


Categories:
Modules
Sales Sales Quotation | Sales Order| Delivery Receipt | Sales Invoice | Sales Process
Maintenance Customer | Item Master | Price List
Inventory Sales Return
Reports(Module)
Reports Sales Reports
Financial Statements Accounts Receivable Aging | AR Detailed Report | AR Transaction Report | Deposit List
Tax Reports Sales Journal | Sales Relief
Sales Reports Sales Report | Sales Register | Sales per Customer | Sales per Warehouse | Sales per Stock | Sales Transfer per Stock | Sales per Item | Sales per Category | Sales Top Item | Returns per Customer