Sales modules allow you to manage and classify your sales orders on a structural and hierarchical system. It provides you the ability to create new orders and review existing orders in their various states. Confirmation of an order can produce delivery of the products, and invoicing timing is defined by a setting in each individual order.
For quotation (before selling) there will be sales order generated and to provide receipt (after selling) to the customer there will be receipt generated. To create a new sales document, you can make use of “Create Order” Option that will help you in creating a new sales order in the list. To create, simply click on “Create Order” option located in the drop down list of the Sale category.
After clicking, a new page appears that facilitate you in creating a new order. You just have to fill all the details required to create a sales order.
1) Customer data: To enter the customer data, click on the lookup option and select the customer for whom you are creating this sales order.
2) Pricelist level: Select the pricelist level which was assigned to the customer at the time of creating or editing customer.
3) Discount: This discount refers to customer’s discount which was saved during you created a new or edit customer.
4) Default tax: All taxes and tax groups are listed here. You have to select any one option before adding products. This default tax or tax group will be applicable to added products until you don’t change product’s tax.
After this, enter the document date, due date, delivery date and payment/days. Select the transport and LR number. Once you done with this, now you have to enter the detail of the products for which you are creating the sales order.
- Name of the product
- Discount you offer on the particular product
- Discount amount, tax and total amount then will be automatically generated
If you want to create sales order for more than 1 product, then use add products option to add as many products you are creating order for. Other than this, you can also add extra charges (delivery charge, fitting charge or so on) and extra text (payment terms, replacement policy & so on) in sales order.
Once done, click on save button to create sales order successfully.
Sales documents are the documents that represent business transactions in the sales department. Sales documents comprise quotation; inquiry; sales order; outline agreements such as scheduling agreements and contracts, returns, debit, and credit requests. If you wish to view all the sales documents of your organization, then click on “Sales Documents” Option available in the drop-down list of Sale Category.
After clicking, a list of all the sales documents appear in front of you with some of the essential details such as type of the record, Status ID, document number, Name of the Customer, Date at which the document is created and amount of the document.
Search a particular sales document – From the entire list of sales document, if you wish to search a particular document, then with search option section you can easily search the document you are looking for.
View details of particular sales document – To view the details of any particular sales document from the list of documents, then make use of the view option.
Edit details of particular sales document - In addition to view the details of the particular document, if you want to edit the details of the particular document, then use edit option.
Delete sales document - Other than to view and edit the details of a particular sales document, if you want to delete the particular document from the entire list, then use delete option.
An invoice is a commercial document that itemizes a transaction between seller and buyer. If you wish to create an invoice, then simply click on “Create Invoice” Option available in the drop down list of Sale category. When clicking, a screen appears that enables you to create new invoice by selecting certain details.
Fill in the details, just as we do at the time of creating sales order and click on save button to create a new invoice in the system. Note: Once the invoice is created, it can no longer be changed or deleted. The only possibility for correction will be sales return of the invoice.
After the invoice has been created, the next step is to approve or deny the availability of product by clicking on “Approve” button or “Deny” button. When you clicked on Approved button, the products are now ready to deliver to the desired customer.
Create Sales Return
If the customer returns the product, and you want to create sales return and then click on “create sales return” option available in drop-down list of Sale section. After clicking, a page appears that have list of all invoices. Click on the invoice for which you are creating the sales return and on that invoice, click Create sales return.
The details are already filled, just click on save button to create the sales return. For the sales return, a credit note is created instantly.
All Credit Notes
If any invoice is cancelled, then the credit note is created instantly. If you wish to view the entire list of credit notes, then click on “All Credit Note” option available in the drop-down list of Sale section. When you click on this option, a list of all credit notes appear on your screen with some details that include type of record, document number, total amount, credit amount, name of the customer, date at which the credit note is created and name of the person by whom the credit note is created in the system.