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Sales
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- Last edited 2 years ago by Gelo
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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
- Sales Menu Information
Modules | Description |
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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
Modules | |
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Sales | Sales | Delivery Receipt | Sales Invoice |
Inventory | Sales Return |
Maintenance | Customer | Item Master | Price List | Tax | Unit of Measure |
Job Aid Modules | |
Sales Aids | Delivery Receipt Aids | Sales Invoice Aids |
Inventory | Sales Return Aids |
Maintenance Aids | Customer Aids | Item Master Aids | Price List Aids | Tax Aids | Unit of Measure Aids |
Others | Sales Process |