Sales Process

Sales

Sales Quotation

1. Click Sales then Click Sales Quotation
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2. Click Add Quotation
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3. Fill-up the necessary fields the click Save

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Sales Order

1. Click Sales then Click Sales Quotation
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   • 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)
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2. Select the Quotation that needs to be convert into Sales order. Click the Dropdown arrow then choose Convert to SO
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3. Fill up the necessary forms then click save
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Delivery Receipt

1. Go to Sales then Click Delivery Receipt
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2. Click Add Delivery Receipt
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3. Choose Customer then Tag the Sales Order
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4. Fil up the necessary fields
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5. Tick the Checkbox of the item/s to be delivered.
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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
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2. Select the Delivery Receipt that needs to tag as Complete. Click the Drop-down Arrow then click Tag as Delivered.
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3. Attached a file then click Attached.
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4. Go to Sales then Click Sales Invoice.
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5. Click Add Sales Invoice
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6. Choose Customer then Tag the Delivery Receipt
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7. Fill up the Necessary Fields then Click Save
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