Sales Process

Sales Quotation | Sales Order | Delivery Receipt | Sales Invoice | Accounts Receivable | Receipt Voucher

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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8. Go to Financials then click Accounts Receivable
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9. Select the Accounts Receivable generated from the Sales Invoice. Click the drop-down arrow then click Post
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Financials

Receipt Voucher

1. Go to Financials then click Receipt Voucher
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2. Click Add Receipt Voucher
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3. Click Total Receivables. Tick the following Accounts Receivable/s then Click Tag.
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4. Fill up the required fields then click Save
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5. From the Receipt Voucher Menu, Click Select the Receipt Voucher then click Post
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6. Click Yes on the Confirmation to finish the Posting process.

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Categories: Sales Quotation | Sales Order | Delivery Receipt | Sales Invoice | Accounts Receivable | Receipt Voucher