Sales
Sales is a process of selling a goods and service. Which involves generating sales order and delivery the goods/service to customer. And provide them invoice for the delivered goods. Finally collect payment for that invoice.
In this section · 31 articles
Direct Invoice
An invoice is an official document or bill given to a customer after selling...
Quotation
A Quotation is an official document created by the seller to provide a customer...
Direct Sales Order
A Sales Order is an official document created by the seller to confirm a...
Direct Delivery
A Direct Sales Delivery (also known as a Delivery Note) is an official document...
Customer Payment
A Customer Payment is an official document used to record and allocate payments received...
Customer Credit Note and Sales Return
A Sales Credit Note is an official document issued when a customer returns goods...
Quotations List
The Quotation List shows all quotations created in the system. From here, you can...
Sales Orders List
The Sales Order List shows all orders created in the system. From here, you...
Sales Deliveries List
The Sales Delivery List (Inquiry Page) provides a centralized view of all dispatch transactions...
Invoices
The Sales Invoice List shows all invoices created in the system. It includes both...
Credit Notes List
The Sales Credit Note List displays all credit notes created in the system,...
Customer Payments List
The Customer Payment List displays all payment transactions recorded in the system. This view...
Allocations
The Allocations List screen is designed to help users manage and apply payments to...
Sales Types
Sales Types are used to set up different price levels for your products. This...
Sales Persons / Salesman
Sales Persons (also known as Salesmen) are the team members who sell products directly...
Sales Areas
Sales Areas define the geographical locations or market segments where a company sells its...
Sales Groups
Sales Groups help a business split and identify customers who are in similar categories....
Sales Order View Transaction
The Sales Order View provides a detailed breakdown of the sales transaction after creation,...
Customer Credit Status
Credit Status is a powerful tool for managing customer transactions and ensuring financial stability....
Issue Batch Invoice for Delivery Notes
A Customer Invoice is an official document or bill created after goods have been...
Import Sales transaction
The Importing Sales Invoices feature is a powerful tool that allows you to copy...
Sales Quotation View
The Sales Quotation View provides a detailed breakdown of the sales transaction after creation,...
Sales Delivery View
The Sales Delivery View provides a detailed breakdown of the dispatch transaction after creation....
Sales Invoice View
The Sales Invoice View provides a detailed breakdown of the sales transaction after creation,...
View Sales Credit Note
The Customer Credit Note View provides a comprehensive summary of a credit transaction after...
Customer Payment View
The Customer Payment View provides a detailed summary of a specific payment transaction after...
Approval
Direct invoices are entries that combine a normal sales invoice with a stock movement,...
Quotation to Sales Order
The Deliver Items for a Sales Order screen allows users to convert a Sales...
Order to Delivery Form
The Deliver Items for a Sales Order screen allows users to convert a Sales...
Delivery To Invoice
The Issue an Invoice for Delivery Note screen allows users to convert a finalized...
Invoice to Credit Note
The Credit All or Part of an Invoice screen is used to issue a...