Difference between revisions of "Sales"

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[[Sales Quotation]] | [[Sales Order]] | [[Delivery Receipt]] | [[Sales Invoice]]
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<div style="text-align: center;">
 
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[[Sales]] | [[Sales Quotation]] | [[Sales Order]] | [[Delivery Receipt]] | [[Sales Invoice]]
=='''Sales'''==
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</div>
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==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)
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#Creating and converting a [[Sales Quotation]] to a [[Sales Order]] (optional)
#Creating a Sales Order
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#Creating a [[Sales Order]]
#Creating a 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
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#Tagging a [[Delivery Receipt]] as delivered and
#Creating a 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]]
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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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! style="vertical-align:middle;text-align:left;" |'''Description'''
 
! style="vertical-align:middle;text-align:left;" |'''Description'''
 
|-
 
|-
| 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;" |<span style="font-size:11.0pt;line-height:107%;
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| 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.
font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;mso-ascii-theme-font:minor-latin;mso-fareast-font-family:
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|-
Calibri;mso-fareast-theme-font:minor-latin;mso-hansi-theme-font:minor-latin;
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|[[Sales Order]]
mso-bidi-font-family:&quot;Times New Roman&quot;;mso-bidi-theme-font:minor-bidi;
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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 Master|Item Details]], [[Price List|Price]] and the status of the order if it is Pending, Partial, Completed or Cancelled.
mso-ansi-language:EN-US;mso-fareast-language:EN-US;mso-bidi-language:AR-SA">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.</span>
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|-
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|[[Delivery Receipt]]
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|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]]
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|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.
 +
|}<br />
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{| class="wikitable" style="margin: auto;"
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|+Categories:
 +
! colspan="2" |'''Modules'''
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|-
 +
|Sales
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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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|-
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|Maintenance
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|[[Customer]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Price List]]
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|-
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|Inventory
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|[[Sales Return]]
 
|-
 
|-
|Sales Order
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| colspan="2" style="vertical-align:middle;text-align:center;" class="col-blue-bg" |'''Reports(Module)'''
|<span style="font-size:11.0pt;line-height:107%;
 
font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;mso-ascii-theme-font:minor-latin;mso-fareast-font-family:
 
Calibri;mso-fareast-theme-font:minor-latin;mso-hansi-theme-font:minor-latin;
 
mso-bidi-font-family:&quot;Times New Roman&quot;;mso-bidi-theme-font:minor-bidi;
 
mso-ansi-language:EN-US;mso-fareast-language:EN-US;mso-bidi-language:AR-SA">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.</span>
 
 
|-
 
|-
|Delivery Receipt
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|Reports
|<span style="font-size:11.0pt;line-height:107%;
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|[[Sales Reports]]
font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;mso-ascii-theme-font:minor-latin;mso-fareast-font-family:
 
Calibri;mso-fareast-theme-font:minor-latin;mso-hansi-theme-font:minor-latin;
 
mso-bidi-font-family:&quot;Times New Roman&quot;;mso-bidi-theme-font:minor-bidi;
 
mso-ansi-language:EN-US;mso-fareast-language:EN-US;mso-bidi-language:AR-SA">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.</span>
 
 
|-
 
|-
|Sales Invoice
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|Financial Statements
|<span style="font-size:11.0pt;line-height:107%;
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|[[Accounts Receivable Aging]]<nowiki> | </nowiki>[[AR Detailed Report]]<nowiki> | </nowiki>[[AR Transaction Report]]<nowiki> | </nowiki>[[Deposit List]]
font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;mso-ascii-theme-font:minor-latin;mso-fareast-font-family:
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|-
Calibri;mso-fareast-theme-font:minor-latin;mso-hansi-theme-font:minor-latin;
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|Tax Reports
mso-bidi-font-family:&quot;Times New Roman&quot;;mso-bidi-theme-font:minor-bidi;
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|[[Sales Journal]]<nowiki> | </nowiki>[[Sales Relief]]
mso-ansi-language:EN-US;mso-fareast-language:EN-US;mso-bidi-language:AR-SA">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.</span>
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|-
|}
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|Sales Reports
 
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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]]
=====Sales Process Flow=====
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|}<br />
[[File:Sales Process Flow.png|center|thumb|547x547px|Sales Process Flow]]
 
<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