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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=====
  
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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]]
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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]]
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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]]
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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=====
  
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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]]
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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=====
  
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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]]
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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 />
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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 />
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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|link=https://docs.oojeema.com/File:Sales_Process_Flow(Sales_Invoice)_-_Step_7.png]]
 
#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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#Go to Financials then click [[Accounts Receivable]][[File:Accounts Receivable(Create) - Step 1.png|center|127x127px]]<br />
 
#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]]
 
#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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[[File:Sales Process Flow(Receipt Voucher) - Step 6.png|center|287x287px]]
 
[[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>
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Latest revision as of 09:49, 4 January 2021

Sales

Sales Quotation
  1. Click Sales then Click Sales Quotation
    136x136px
  2. Click Add Quotation
    380x380px
  3. Fill-up the necessary fields the click Save
668x668px
Sales Order
  1. Click Sales then Click Sales Quotation
    136x136px
    • 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)
      164x164px
      624x624px
  2. Select the Quotation that needs to be convert into Sales order. Click the Dropdown arrow then choose Convert to SO
    198x198px
  3. Fill up the necessary forms then click save
    667x667px
Delivery Receipt
  1. Go to Sales then Click Delivery Receipt
    168x168px
  2. Click Add Delivery Receipt
    332x332px
  3. Choose Customer then Tag the Sales Order
    884x884px

  4. Fil up the necessary fields
    664x664px
  5. Tick the Checkbox of the item/s to be delivered.
    664x664px

  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
    168x168px
  2. Select the Delivery Receipt that needs to tag as Complete. Click the Drop-down Arrow then click Tag as Delivered.
    167x167px
  3. Attached a file then click Attached.
    591x591px

  4. Go to Sales then Click Sales Invoice.
    162x162px

  5. Click Add Sales Invoice
    624x624px
  6. Choose Customer then Tag the Delivery Receipt
    892x892px

  7. Fill up the Necessary Fields then Click Save
    666x666px
  8. Go to Financials then click Accounts Receivable
    127x127px

  9. Select the Accounts Receivable generated from the Sales Invoice. Click the drop-down arrow then click Post
    152x152px


Financials

Receipt Voucher
  1. Go to Financials then click Receipt Voucher
    246x246px
  2. Click Add Receipt Voucher
    212x212px
  3. Click Total Receivables. Tick the following Accounts Receivable/s then Click Tag.
    888x888px

  4. Fill up the required fields then click Save
    663x663px

  5. From the Receipt Voucher Menu, Click Select the Receipt Voucher then click Post
    145x145px

  6. Click Yes on the Confirmation to finish the Posting process.
287x287px


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

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