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Difference between revisions of "Sales"
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|Sales | |Sales | ||
| − | |[[Sales]]<nowiki> | </nowiki>[[ | + | |[[Sales Quotation]]<nowiki> | </nowiki>[[Sales Order]]<nowiki>| </nowiki>[[Delivery Receipt]]<nowiki> | </nowiki>[[Sales Invoice]] |
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| − | |||
| − | |[[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]] |
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules''' | | colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules''' | ||
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|Sales Aids | |Sales Aids | ||
| − | |[[ | + | |[[Sales Quotation Aids]]<nowiki> | </nowiki>[[Sales Order Aids]]<nowiki> | </nowiki>[[Delivery Receipt Aids]]<nowiki> | </nowiki>[[Sales Invoice Aids]] |
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| − | |||
| − | |[[Sales | ||
|- | |- | ||
|Maintenance Aids | |Maintenance Aids | ||
| − | |[[Customer Aids]]<nowiki> | </nowiki>[[Item Master Aids]]<nowiki> | </nowiki>[[Price List | + | |[[Customer Aids]]<nowiki> | </nowiki>[[Item Master Aids]]<nowiki> | </nowiki>[[Price List Aids]] |
|- | |- | ||
|Others | |Others | ||
|[[Sales Process]] | |[[Sales Process]] | ||
|}<div style="text-align: center;"></div> | |}<div style="text-align: center;"></div> | ||
Revision as of 08:09, 14 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
Sales Menu List
- 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
| Modules | |
|---|---|
| Sales | Sales Quotation | Sales Order| Delivery Receipt | Sales Invoice |
| Maintenance | Customer | Item Master | Price List |
| Job Aid Modules | |
| Sales Aids | Sales Quotation Aids | Sales Order Aids | Delivery Receipt Aids | Sales Invoice Aids |
| Maintenance Aids | Customer Aids | Item Master Aids | Price List Aids |
| Others | Sales Process |