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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 [[ | + | #Creating a [[Sales Order]] |
| − | #Creating a [[ | + | #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 [[ | + | #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]] |
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| − | + | {| class="wikitable" style="margin: auto;" | |
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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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|+Categories: | |+Categories: | ||
! colspan="2" |'''Modules''' | ! colspan="2" |'''Modules''' | ||
|- | |- | ||
|Sales | |Sales | ||
| − | |[[Sales Quotation]]<nowiki> | </nowiki>[[Sales Order]]<nowiki>| </nowiki>[[Delivery Receipt]]<nowiki> | </nowiki>[[Sales Invoice]] | + | |[[Sales Quotation]]<nowiki> | </nowiki>[[Sales Order]]<nowiki>| </nowiki>[[Delivery Receipt]]<nowiki> | </nowiki>[[Sales Invoice]]<nowiki> | </nowiki>[[Sales Process]] |
|- | |- | ||
|Maintenance | |Maintenance | ||
|[[Customer]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Price List]] | |[[Customer]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Price List]] | ||
|- | |- | ||
| − | | colspan="2" style="vertical-align:middle;text-align:center;" |''' | + | |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 | + | |[[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 |