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Sales

Revision as of 08:09, 14 January 2021 by Gelo (talk | contribs)

Sales

Sales Menu

Sales Module allows the user to create sales transactions for the customer starting from:

  1. Creating and converting a Sales Quotation to a Sales Order (optional)
  2. Creating a Sales Order
  3. Creating a Delivery Receipt by tagging the created Sales Order per customer
  4. Tagging a Delivery Receipt as delivered and
  5. 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
The following are the module functions of Sales.
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


Categories:
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