Discussion

Difference between revisions of "Sales Process"

(Created page with "==== Sales ==== ===== Sales Quotation ===== ===== Sales Order ===== ===== Delivery Receipt ===== ===== Sales Invoice ===== ==== Financials ==== ===== Accounts Receivable...")
 
Line 1: Line 1:
−
==== Sales ====
+
====Sales====
  
−
===== Sales Quotation =====
+
=====Sales Quotation=====
  
−
===== Sales Order =====
+
#Click Sales then Click '''Sales Quotation'''[[File:Sales Quotation - Step 1.png|center|136x136px|link=https://docs.oojeema.com/File:Sales_Quotation_-_Step_1.png]]
 +
#Click '''Add Quotation'''[[File:Sales Quotation(Create) - Step 2.png|center|380x380px|link=https://docs.oojeema.com/File:Sales_Quotation(Create)_-_Step_2.png]]
 +
#Fill-up the necessary fields the click '''Save'''
  
−
===== Delivery Receipt =====
+
[[File:Sales Process Flow(Quotation) - Step 3.png|center|668x668px]]
  
−
===== Sales Invoice =====
+
=====Sales Order=====
  
−
==== Financials ====
+
#Click Sales then Click '''Sales Quotation'''[[File:Sales Quotation - Step 1.png|center|136x136px|link=https://docs.oojeema.com/File:Sales_Quotation_-_Step_1.png]]
 +
#*If you are creating Sales Order without Sales Quotation. The step will be Sales -> Sales Order -> Add Sales Order. (After this proceed to step 3)[[File:Sales Invoice(Create) - Step 1.png|center|164x164px|link=https://docs.oojeema.com/File:Sales_Invoice(Create)_-_Step_1.png]][[File:Sales Order(Create) - Step 2.png|center|624x624px]]
 +
#Select the Quotation that needs to be convert into Sales order. Click the Dropdown arrow then choose '''Convert to SO'''[[File:Sales Process Flow(Order) - Step 2.png|center|198x198px]]
 +
#Fill up the necessary forms then click '''save'''[[File:Sales Process Flow(Order) - Step 3.png|center|667x667px]]
  
−
===== Accounts Receivable =====
+
=====Delivery Receipt=====
  
−
===== Receipt Voucher =====
+
#Go to Sales then Click '''Delivery Receipt'''[[File:Delivery Receipt(Create) - Step 1.png|center|168x168px|link=https://docs.oojeema.com/File:Delivery_Receipt(Create)_-_Step_1.png]]
 +
#Click '''Add''' '''Delivery Receipt'''[[File:Delivery Receipt(Create) - Step 2.png|center|332x332px|link=https://docs.oojeema.com/File:Delivery_Receipt(Create)_-_Step_2.png]]
 +
#Choose Customer then Tag the Sales Order[[File:Sales Process Flow(Delivery Receipt) - Step 3.png|center|884x884px]]<br />
 +
#Fil up the necessary fields[[File:Sales Process Flow(Delivery Receipt) - Step 4.png|center|664x664px]]
 +
#Tick the Checkbox of the item/s to be delivered.[[File:Sales Process Flow(Delivery Receipt) - Step 5.png|center|664x664px]]<br />
 +
#Enter the quantity of the tick item/s then click '''Save'''.
 +
 
 +
=====Sales Invoice and Generating Accounts Receivable=====
 +
 
 +
#Go to Sales then Click '''Delivery Receipt'''[[File:Delivery Receipt(Create) - Step 1.png|link=https://docs.oojeema.com/File:Delivery%20Receipt(Create)%20-%20Step%201.png|center|168x168px]]
 +
#Select the '''Delivery Receipt''' that needs to tag as Complete. Click the Drop-down Arrow then click '''Tag as Delivered.'''[[File:Sales Process Flow(Sales Invoice) - Step 2.png|center|167x167px]]
 +
#Attached a file then click '''Attached.'''[[File:Sales Process Flow(Sales Invoice) - Step 3.png|center|591x591px]]<br />
 +
#Go to Sales then Click '''Sales Invoice'''.[[File:Sales Order(Create) - Step 1.png|center|162x162px|link=https://docs.oojeema.com/File:Sales_Order(Create)_-_Step_1.png]]<br />
 +
#Click '''Add Sales Invoice'''[[File:Sales Invoice(Create) - Step 2.png|center|624x624px|link=https://docs.oojeema.com/File:Sales_Invoice(Create)_-_Step_2.png]]
 +
#Choose Customer then Tag the Delivery Receipt[[File:Sales Process Flow(Sales Invoice) - Step 6.png|center|892x892px]]<br />
 +
#Fill up the Necessary Fields then Click '''Save'''[[File:Sales Process Flow(Sales Invoice) - Step 7.png|center|666x666px]]
 +
 
 +
====Financials====
 +
 
 +
=====Receipt Voucher=====
 +
<br />

Revision as of 13:30, 23 December 2020

Sales

Sales Quotation
  1. Click Sales then Click Sales Quotation
    136x136px
  2. Click Add Quotation
    380x380px
  3. Fill-up the necessary fields the click Save
668x668px
Sales Order
  1. Click Sales then Click Sales Quotation
    136x136px
    • If you are creating Sales Order without Sales Quotation. The step will be Sales -> Sales Order -> Add Sales Order. (After this proceed to step 3)
      164x164px
      624x624px
  2. Select the Quotation that needs to be convert into Sales order. Click the Dropdown arrow then choose Convert to SO
    198x198px
  3. Fill up the necessary forms then click save
    667x667px
Delivery Receipt
  1. Go to Sales then Click Delivery Receipt
    168x168px
  2. Click Add Delivery Receipt
    332x332px
  3. Choose Customer then Tag the Sales Order
    884x884px

  4. Fil up the necessary fields
    664x664px
  5. Tick the Checkbox of the item/s to be delivered.
    664x664px

  6. Enter the quantity of the tick item/s then click Save.
Sales Invoice and Generating Accounts Receivable
  1. Go to Sales then Click Delivery Receipt
    168x168px
  2. Select the Delivery Receipt that needs to tag as Complete. Click the Drop-down Arrow then click Tag as Delivered.
    167x167px
  3. Attached a file then click Attached.
    591x591px

  4. Go to Sales then Click Sales Invoice.
    162x162px

  5. Click Add Sales Invoice
    624x624px
  6. Choose Customer then Tag the Delivery Receipt
    892x892px

  7. Fill up the Necessary Fields then Click Save
    666x666px

Financials

Receipt Voucher


Retrieved from "https://docs.oojeema.com/index.php?title=Sales_Process&oldid=2347"