Generic Sales Flow - Revision history

Khkoh at 09:56, 28 November 2023

2023-11-28T09:56:39Z

← Older revision		Revision as of 17:56, 28 November 2023
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	# [[Sales Order]]		# [[Sales Order]]
	# [[Sales Delivery\|Delivery]]		# [[Sales Delivery\|Delivery]]
	# Invoice<br />		# [[Sales Invoice\|Invoice]]<br />

	----		----

Khkoh at 08:52, 22 November 2023

2023-11-22T08:52:07Z

← Older revision		Revision as of 16:52, 22 November 2023
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			'''Steps:'''
	# [[Quotation\|Sales Quotation]]		# [[Quotation\|Sales Quotation]]
	# [[Sales Order]]		# [[Sales Order]]

Khkoh at 06:01, 22 November 2023

2023-11-22T06:01:08Z

← Older revision		Revision as of 14:01, 22 November 2023
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	# [[Quotation\|Sales Quotation]]		# [[Quotation\|Sales Quotation]]
	# [[Sales Order]]		# [[Sales Order]]
	# Delivery		# [[Sales Delivery\|Delivery]]
	# Invoice<br />		# Invoice<br />

Khkoh at 04:34, 22 November 2023

2023-11-22T04:34:22Z

← Older revision		Revision as of 12:34, 22 November 2023
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	# [[Quotation\|Sales Quotation]]		# [[Quotation\|Sales Quotation]]
	# Sales Order		# [[Sales Order]]
	# Delivery		# Delivery
	# Invoice<br />		# Invoice<br />

Khkoh at 04:21, 22 November 2023

2023-11-22T04:21:04Z

@@ Line 1: / Line 1: @@
-The following are the flows of the sales process. Users can follow these steps to create a Quotation, Sales Order, Delivery, and Sales Invoice.
+# [[Quotation|Sales Quotation]]
+# Sales Order
-. Customer Creation:
+# Delivery
+# Invoice<br />
 ----

Khkoh at 04:14, 22 November 2023

2023-11-22T04:14:51Z

← Older revision		Revision as of 12:14, 22 November 2023
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	The following are the flows of sales process. Users can follow these steps to create Quotation, Sales Order, Delivery and Sales Invoice.		The following are the flows of the sales process. Users can follow these steps to create a Quotation, Sales Order, Delivery, and Sales Invoice.

	1. Customer Creation~~: Before initiating any sales transactions, ensure that at least one customer is created in the system. If no customer exists, follow these steps to create one~~:		1. Customer Creation:

	* Navigate to the "Sales ~~Mgt~~" module in the Highnix ERP system.		* Before initiating any sales transactions, ensure that at least one customer is created in the system. If no customer exists, follow these steps:
	* Click on the "Add and Edit Customer Records" option.		** Navigate to the "Sales Management" module in the Highnix ERP system.
	* Fill in the required information such as customer name, contact details, and address.		** Click on the "Add and Edit Customer Records" option.
	* Save the customer information.		** Fill in the required information such as customer name, contact details, and address.
			** Save the customer information.

	2. Product Item Creation~~: To proceed with sales, make sure at least one product item is available in the system. If not, follow these steps~~:		2. Product Item Creation:

	* Go to the "Inventory ~~Mgt~~" or ~~in some version of Highnix without inventory, it may be called~~ "Products" module in the ERP system.		* To proceed with sales, make sure at least one product item is available in the system. If not, follow these steps:
	* Choose the "Add and Edit Items" option.		** Go to the "Inventory Management" or "Products" module in the ERP system.
	* Enter details like item codes, product description, product type etc~~. Most of the data field comes with real time help so that users will not enter the wrong information~~.		** Choose the "Add and Edit Items" option.
	* Save the product information.		** Enter details like item codes, product description, product type, etc.
			** Save the product information.

	3. Quotation Creation~~: Now that a customer and product exist, you can create a quotation. Here's how~~:		3. Quotation Creation:

	* Access the "Sales ~~Mgt~~" module in the ERP system.		* Now that a customer and product exist, you can create a quotation. Here's how:
	* Select "New Quotation and Proforma Invoice."		** Access the "Sales Management" module in the ERP system.
	* Choose the customer for the quotation and add the desired product items with quantities.		** Select "New Quotation and Proforma Invoice."
	* Save the quotation.		** Choose the customer for the quotation and add the desired product items with quantities.
	** Note: Some users may use the quotation as Proforma Invoice. To do that~~, at the Quotation Reference~~, add the letters "PI" to the ~~reference~~ number ~~and when the document is printed, it will be a Proforma Invoice~~.		** Save the quotation.
			** ''Note:'' Some users may use the quotation as a Proforma Invoice. To do that, add the letters "PI" to the Quotation Reference number.

	~~''Note~~:~~'' Quotations can be edited, revised, or cloned for easier management.~~		4. Converting Quotation to Sales Order:

	~~4. Flipping Quotation to Sales Order:~~ After creating a quotation, it can be converted into a sales order. Follow these steps:		* After creating a quotation, it can be converted into a sales order. Follow these steps:
			** Navigate to the "Sales Management" module.
			** Locate the created quotation and select the option icon for "Sales Order." This will open a new form pre-populated with the data previously captured in the quotation.
			** Adjust quantities or prices if needed.
			** Click the "Place Order" button to save the sales order.
			** ''Additional Information:'' When the items in the quotation are fully ordered, the quotation is considered closed.

	* Navigate to the "Sales Mgt" module.		5. Viewing Closed Quotations:
	* Locate the created quotation and select the option icon of "Sales Order". This will open a new form and pre-populated with the data previously captured in quotation data .
	* Adjust quantities or prices if needed.
	* Click the "Place Order" button to save the sales order.

	~~''Additional Information~~:'' ~~When the items in the quotation are fully ordered,~~ the ~~quotation is considered~~ closed.		* To view closed quotations, follow these steps:
			** Go to the "Sales Management" module.
			** Access the "Inquiry" section and click on "Sales Quotation Inquiry."
			** Check the 'Show All' checkbox.
			** Adjust the date range as needed.
			** Click "Search" to view closed quotations.

	~~5. Viewing Closed Quotations: To view closed quotations, follow these steps:~~

	* Go to the "Sales Mgt" module.
	* Access the "Inquiry" section and click on "Sales Quotation Inquiry."
	* Check the 'Show All' checkbox.
	* Adjust the date range as needed.
	* Click "Search" to view closed quotations.

Khkoh at 03:49, 22 November 2023

2023-11-22T03:49:51Z

← Older revision		Revision as of 11:49, 22 November 2023
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	4. Flipping Quotation to Sales Order: After creating a quotation, it can be converted into a sales order. Follow these steps:		4. Flipping Quotation to Sales Order: After creating a quotation, it can be converted into a sales order. Follow these steps:

	* Navigate to the "Sales" module.		* Navigate to the "Sales Mgt" module.
	* Locate the created quotation and select the option to "~~Flip to~~ Sales Order."		* Locate the created quotation and select the option icon of "Sales Order". This will open a new form and pre-populated with the data previously captured in quotation data .
	* Adjust quantities or prices if needed.		* Adjust quantities or prices if needed.
	* ~~Save~~ the sales order.		* Click the "Place Order" button to save the sales order.

	''Additional Information:'' When the items in the quotation are fully ordered, the quotation is considered closed.		''Additional Information:'' When the items in the quotation are fully ordered, the quotation is considered closed.
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	5. Viewing Closed Quotations: To view closed quotations, follow these steps:		5. Viewing Closed Quotations: To view closed quotations, follow these steps:

	* Go to the "Sales" module.		* Go to the "Sales Mgt" module.
	* Access the "Inquiry" section and click on "Sales Quotation Inquiry."		* Access the "Inquiry" section and click on "Sales Quotation Inquiry."
	* Check the 'Show All' checkbox.		* Check the 'Show All' checkbox.
	* Adjust the date range as needed.		* Adjust the date range as needed.
	* Click "Search" to view closed quotations.		* Click "Search" to view closed quotations.
	~~# [[Quotation\|2 - Sales Quotation]]~~
	~~# [[Items\|3 - Add and Edit Items]]~~
	~~# [[Add_and_Manage_Customers\|3 - Add and Edit Customer Records]]~~
	~~# [[Sales_Order\|5 - Sales Order Entry]]~~
	~~# [[Direct_Delivery\|6 - Direct Delivery]]~~
	~~# [[Direct_Invoice\|7 - Direct Invoice]]~~
	~~# [[Delivery_Against_Sales_Orders\|8 - Delivery Against Sales Orders]]~~
	~~# [[Invoice_Against_Sales_Delivery\|9 - Invoice Against Sales Delivery]]~~
	~~# [[Customer_Payment\|10 - Customer Payment]]~~
	~~# [[:Category:Sales#credit note\|11, 12 - Credit Note]]~~

Khkoh at 03:43, 22 November 2023

2023-11-22T03:43:37Z

← Older revision		Revision as of 11:43, 22 November 2023
Line 17:		Line 17:
	3. Quotation Creation: Now that a customer and product exist, you can create a quotation. Here's how:		3. Quotation Creation: Now that a customer and product exist, you can create a quotation. Here's how:

	* Access the "Sales" module in the ERP system.		* Access the "Sales Mgt" module in the ERP system.
	* Select "~~Create~~ New Quotation."		* Select "New Quotation and Proforma Invoice."
	* Choose the customer for the quotation and add the desired product items with quantities.		* Choose the customer for the quotation and add the desired product items with quantities.
	* Save the quotation.		* Save the quotation.
			** Note: Some users may use the quotation as Proforma Invoice. To do that, at the Quotation Reference, add the letters "PI" to the reference number and when the document is printed, it will be a Proforma Invoice.

	''Note:'' Quotations can be edited, revised, or cloned for easier management.		''Note:'' Quotations can be edited, revised, or cloned for easier management.

Khkoh at 03:19, 22 November 2023

2023-11-22T03:19:50Z

@@ Line 1: / Line 1: @@
-'''Note that each of the boxes has a suffixed box number.  This is the reference of the notes or links that related to that box.
+The following are the flows of sales process.  Users can follow these steps to create Quotation, Sales Order, Delivery and Sales Invoice.
 #  [[Quotation|2 - Sales Quotation]]
 #  [[Items|3 -  Add and Edit Items]]

Khkoh at 03:02, 22 November 2023

2023-11-22T03:02:16Z

← Older revision		Revision as of 11:02, 22 November 2023
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	'''Note that each of the boxes has a suffixed box number. This is the reference of the notes or links that related to that box.~~'''~~		'''Note that each of the boxes has a suffixed box number. This is the reference of the notes or links that related to that box.

	* [[Quotation\|2 - Sales Quotation]]		# [[Quotation\|2 - Sales Quotation]]
	* [[Items\|3 - Add and Edit Items]]		# [[Items\|3 - Add and Edit Items]]
	* [[Add_and_Manage_Customers\|3 - Add and Edit Customer Records]]		# [[Add_and_Manage_Customers\|3 - Add and Edit Customer Records]]
	* [[Sales_Order\|5 - Sales Order Entry]]		# [[Sales_Order\|5 - Sales Order Entry]]
	* [[Direct_Delivery\|6 - Direct Delivery]]		# [[Direct_Delivery\|6 - Direct Delivery]]
	* [[Direct_Invoice\|7 - Direct Invoice]]		# [[Direct_Invoice\|7 - Direct Invoice]]
	* [[Delivery_Against_Sales_Orders\|8 - Delivery Against Sales Orders]]		# [[Delivery_Against_Sales_Orders\|8 - Delivery Against Sales Orders]]
	* [[Invoice_Against_Sales_Delivery\|9 - Invoice Against Sales Delivery]]		# [[Invoice_Against_Sales_Delivery\|9 - Invoice Against Sales Delivery]]
	* [[Customer_Payment\|10 - Customer Payment]]		# [[Customer_Payment\|10 - Customer Payment]]
	* [[:Category:Sales#credit note\|11, 12 - Credit Note]]		# [[:Category:Sales#credit note\|11, 12 - Credit Note]]

← Older revision		Revision as of 11:02, 22 November 2023
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	'''Note that each of the boxes has a suffixed box number. This is the reference of the notes or links that related to that box.~~'''~~		'''Note that each of the boxes has a suffixed box number. This is the reference of the notes or links that related to that box.

	* [[Quotation\|2 - Sales Quotation]]		# [[Quotation\|2 - Sales Quotation]]
	* [[Items\|3 - Add and Edit Items]]		# [[Items\|3 - Add and Edit Items]]
	* [[Add_and_Manage_Customers\|3 - Add and Edit Customer Records]]		# [[Add_and_Manage_Customers\|3 - Add and Edit Customer Records]]
	* [[Sales_Order\|5 - Sales Order Entry]]		# [[Sales_Order\|5 - Sales Order Entry]]
	* [[Direct_Delivery\|6 - Direct Delivery]]		# [[Direct_Delivery\|6 - Direct Delivery]]
	* [[Direct_Invoice\|7 - Direct Invoice]]		# [[Direct_Invoice\|7 - Direct Invoice]]
	* [[Delivery_Against_Sales_Orders\|8 - Delivery Against Sales Orders]]		# [[Delivery_Against_Sales_Orders\|8 - Delivery Against Sales Orders]]
	* [[Invoice_Against_Sales_Delivery\|9 - Invoice Against Sales Delivery]]		# [[Invoice_Against_Sales_Delivery\|9 - Invoice Against Sales Delivery]]
	* [[Customer_Payment\|10 - Customer Payment]]		# [[Customer_Payment\|10 - Customer Payment]]
	* [[:Category:Sales#credit note\|11, 12 - Credit Note]]		# [[:Category:Sales#credit note\|11, 12 - Credit Note]]