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Difference between revisions of "Sales"
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|Maintenance | |Maintenance | ||
|[[Customer]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Price List]] | |[[Customer]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Price List]] | ||
| + | |- | ||
| + | |Inventory | ||
| + | |[[Sales Return]] | ||
| + | |- | ||
| + | | colspan="2" class="col-blue-bg" style="vertical-align:middle;text-align:center;" |'''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 /> | |}<br /> | ||
Revision as of 13:03, 12 January 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. |
Sales Process Flow
File:Sales Process Flow.png
Sales Process Flow
| 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 |