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erp-manual:cloud:sales
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Sales Module User Manual
This section of the manual will train you to execute sales and inventory operation for finished goods, covering following screens:
| Screen | Purpose |
|---|---|
| Transfers: Transfer Out and Transfer In | Transfers from Head office to Shops and vice versa or between Shops. |
| Sales Order | Sales screen is a powerful screen to record a complete sales transaction starting from Sales → Collection → Dispatch → Invoicing, from a single screen. For MTO and Repair also use the Sales screen |
| Collection | System provides a rapid 1 click collection from Sales screen for normal scenario. This specialised screen is to search for past Collection, and also to handle more complex scenarios like: A) Customer is paying for multiple sales order together. B) Sales is in different currency, but collection is in another currency. |
| Dispatch | System provides a rapid 1 click delivery from Sales screen for normal scenario. This specialised screen is to search for past dispatched items, and also to handle more complex scenarios like: A) Send only some item from Sales order, send other items later. B) Join multiple sales order into a single dispatch. |
| Sales Invoice | System provides a rapid 1 click invoicing from Sales screen for 2 scenarios: A) Deposit Invoice B) Single Itemised Invoice against a single sales order. This specialised screen is to search past invoices, and also to handle more complex scenarios like: A) Split single sales order into multiple invoices. B) Join multiple sales order into a single invoices. C) Mix and multiple sales order into multiple invoices (eg: 2 items from order A and 1 item from order B into first Invoice and 3 items from order A and 2 item from order B into second Invoice |
| Credit Note | If customer cancels the sale in full or partially, use the Credit note menu to reverse the sales bring the item back in the inventory |
| Customer Management | System provides direct facility to add new customer from Sales order screen. This specialised screen is to have more granular control over data captured for Customers. From this screen: A) View complete sales history and outstanding for the customer. B) Add more than one contacts and addresses. C) Tax related information, personal information like anniversary dates, nationality, gender, upload customer image. |
erp-manual/cloud/sales.1768735253.txt.gz · Last modified: 2026/01/18 11:20 by Kalpesh Popat
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