You are viewing an old version of this page. Return to the latest version.
Difference between revisions of "Sales"
(Tag: Visual edit) |
(Tag: Visual edit) |
||
| Line 3: | Line 3: | ||
</div> | </div> | ||
| + | == '''Sales''' == | ||
| − | '''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 and converting a Sales Quotation to a Sales Order (optional) | ||
| Line 14: | Line 14: | ||
#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 ===== | |
| − | + | [[File:Sales Module.png|center|thumb|864x864px]] | |
| + | |||
| + | * '''Sales Menu Information''' | ||
| + | |||
{| class="wikitable" | {| class="wikitable" | ||
|+ | |+ | ||
| Line 50: | Line 53: | ||
mso-ansi-language:EN-US;mso-fareast-language:EN-US;mso-bidi-language:AR-SA">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.</span> | mso-ansi-language:EN-US;mso-fareast-language:EN-US;mso-bidi-language:AR-SA">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.</span> | ||
|} | |} | ||
| − | '''Process Flow''' | + | |
| − | [[File:Sales Process Flow.png|center|thumb|547x547px]] | + | ===== '''Sales Process Flow''' ===== |
| + | [[File:Sales Process Flow.png|center|thumb|547x547px|Sales Process Flow]] | ||
<br /> | <br /> | ||
Revision as of 09:50, 28 December 2020
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