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Difference between revisions of "Sales"
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[[Sales Quotation]] | [[Sales Order]] | [[Delivery Receipt]] | [[Sales Invoice]] | [[Sales Quotation]] | [[Sales Order]] | [[Delivery Receipt]] | [[Sales Invoice]] | ||
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=='''Sales'''== | =='''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: | ||
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| 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;" | | + | | 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. |
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|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. |
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|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. |
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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. |
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[[File:Sales Process Flow.png|center|thumb|547x547px|Sales Process Flow]] | [[File:Sales Process Flow.png|center|thumb|547x547px|Sales Process Flow]] | ||
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| + | <div style="text-align: center;"> | ||
| + | [[Sales Quotation]] | [[Sales Order]] | [[Delivery Receipt]] | [[Sales Invoice]] | ||
| + | </div> | ||
Revision as of 09:38, 4 January 2021
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
File:Sales Module.png
864x864px
- Sales Menu Information
| 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. |
Sales Process Flow
File:Sales Process Flow.png
Sales Process Flow