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Difference between revisions of "Sales"
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<div style="text-align: center;"> | <div style="text-align: center;"> | ||
| − | [[Sales Quotation]] | [[Sales Order]] | [[Delivery Receipt]] | [[Sales Invoice]] | + | [[Sales]] | [[Sales Quotation]] | [[Sales Order]] | [[Delivery Receipt]] | [[Sales Invoice]] |
</div> | </div> | ||
| − | == | + | ==Sales== |
| − | ===== | + | =====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 | + | #Creating a [[Sales Order]] |
| − | #Creating a Delivery Receipt by tagging the created Sales Order per customer | + | #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 by selecting a customer and tagging a specific delivery receipt of the customer. | + | #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| | + | [[File:Sales - Module - List.png|border|center|1500x1500px]] |
| − | + | <br /> | |
| − | + | {| class="wikitable" style="margin: auto;" | |
| − | |||
| − | {| class="wikitable" | ||
|+ | |+ | ||
The following are the module functions of Sales. | The following are the module functions of Sales. | ||
| Line 24: | Line 22: | ||
! 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 | + | | 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 | + | | 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. |
|- | |- | ||
| − | |Sales Order | + | |[[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. | + | |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. | ||
|- | |- | ||
| − | |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. | ||
| − | |} | + | |}<br /> |
| − | + | {| class="wikitable" style="margin: auto;" | |
| − | + | |+Categories: | |
| − | [[ | + | ! colspan="2" |'''Modules''' |
| − | < | + | |- |
| − | + | |Sales | |
| − | + | |[[Sales Quotation]]<nowiki> | </nowiki>[[Sales Order]]<nowiki>| </nowiki>[[Delivery Receipt]]<nowiki> | </nowiki>[[Sales Invoice]]<nowiki> | </nowiki>[[Sales Process]] | |
| − | [[Sales | + | |- |
| − | </ | + | |Maintenance |
| + | |[[Customer]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Price List]] | ||
| + | |- | ||
| + | |Inventory | ||
| + | |[[Sales Return]] | ||
| + | |- | ||
| + | | colspan="2" style="vertical-align:middle;text-align:center;" class="col-blue-bg" |'''Reports(Module)''' | ||
| + | |- | ||
| + | |Reports | ||
| + | |[[Sales Reports]] | ||
| + | |- | ||
| + | |Financial Statements | ||
| + | |[[Accounts Receivable Aging]]<nowiki> | </nowiki>[[AR Detailed Report]]<nowiki> | </nowiki>[[AR Transaction Report]]<nowiki> | </nowiki>[[Deposit List]] | ||
| + | |- | ||
| + | |Tax Reports | ||
| + | |[[Sales Journal]]<nowiki> | </nowiki>[[Sales Relief]] | ||
| + | |- | ||
| + | |Sales Reports | ||
| + | |[[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]] | ||
| + | |}<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:
- Creating and converting a Sales Quotation to a Sales Order (optional)
- Creating a Sales Order
- Creating a Delivery Receipt by tagging the created Sales Order per customer
- Tagging a Delivery Receipt as delivered and
- Creating a Sales Invoice by selecting a customer and tagging a specific delivery receipt of the customer.
Sales Menu List
| 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. |
| 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 |