Sales Delivery: Difference between revisions

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(Created page with "== Arrange a Delivery without Sales Order or Direct Delivery == '''Purpose''': * This screen allows user to '''Enter a Delivery Note''' for delivery where there is <span style="color:red; font-size:120%">No</span> Sales Order loaded. ---- '''Note''': # At least 1 product item is entered to the "Items and Inventory" database. # At least 1 customer record is created under "Add and Manage Customers". # You have the permission to enter sales quotation. ---- '''Usa...")
 
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== Arrange a Delivery without Sales Order or Direct Delivery ==
== Sales Delivery: Direct or Flip from Sales Order==


'''Purpose''':
==1. Purpose of Sales Delivery==
*  This screen allows user to '''Enter a Delivery Note''' for delivery where there is <span style="color:red; font-size:120%">No</span> Sales Order loaded.
Sales Delivery in Highnix ERP serves the crucial purpose of ensuring a seamless and efficient process for delivering products to customers. It is a pivotal component in the sales cycle, allowing businesses to fulfill customer orders and maintain accurate records of product deliveries.


----
==2. Types of Sales Delivery==
There are two primary types of Sales Delivery in Highnix ERP:


'''Note''':
===a. Direct Delivery===
#  At least 1 product item is entered to the "Items and Inventory" database.
Direct Delivery involves delivering products directly to the customer without being associated with a specific sales order. This method is useful for cases where a customer places an immediate request, and the order is not linked to a previously generated sales order.
#  At least 1 customer record is created under "Add and Manage Customers".
#  You have the permission to enter sales quotation.


----
===b. Delivery Against Sales Order (Flipped Delivery) ===
Delivery Against Sales Order, also known as Flipped Delivery, is the process of delivering products based on an existing sales order. This type ensures that the delivered items are associated with a pre-approved sales order, providing a structured approach to order fulfillment.


'''Usage'''
==3. Notes==
#  In some businesses such as retail businesses, walk-in customers or retail customers who do not have the needs or capabilities to issue a Sales Order, user can accept their order through phone call, personal call at the store or whatsoever so long as both parties agree to the transaction.
It's essential to consider the following notes before initiating a Sales Delivery:
#  This function will allow user to create a Direct Delivery Note without having the customers to place orders.


----
===a. Items and Inventory===
Before creating a Sales Delivery, ensure that at least one product item is entered into the "Items and Inventory" database. This guarantees accurate tracking and management of the delivered products.


'''Data Fields Explanation'''
===b. Add and Manage Customers===
'''Section 1: Header'''
To facilitate the Sales Delivery process, it's necessary to have at least one customer record created under "Add and Manage Customers." This step ensures that the delivery is associated with a specific customer, maintaining a comprehensive customer database.


#  '''Customer''': This is the Customer's Name. This name has been entered to the "Add and Manage Customers" on the "Sales Department Menu".  If this is a new customer, user can press F2 to access to the Add Customer screen to enter the new customer.
===c. Sales Quotation Permission ===
#  '''Branch''':  Each customer will have a Branch.  Even it has only one location, that branch will be the "Main" or "HQ" branch.  During the Add Customer, the branch is automatically created.  Subsequently, if there is any changes to the branch, users should click on the "Sales Dept, Customer Branches" to edit the customer's records.
Before generating a Sales Delivery, make sure you have the necessary permission to enter sales quotations. This permission ensures that the sales team can create and manage quotations effectively.
#  '''Reference''': This is the New Sales Order number.  The system can be set to automatically generate a running number and users will always have a new tracking number for a new quotation.  If the user does not want that number, it can be overwritten by entering a new number over it. Duplicated number is not allowed.
#  '''Current Credit''': This can be set during customer setup.  In this screen shot, it showed "-70". This means that it has a negative credit limit or $70 above the credit limit given.
#  '''Customer Discount''':  This is the discount in % which is preset for this customer. In this example, the customer is not given any discount.  Customers who are given discount may be the products distributor or re-sellers.  The price they enjoy could be a standard discount rate as agreed between the parties.
#  '''Payment''': This is the Payment terms set for the Customer. The Payment can be defined in the Payment Term under the "Setup" page.
#  '''Price List''': This is the price list preset in the customer record.
#  '''Invoice Date''':  This is the data of this invoice.  It can be changed.
#  '''Dimension''': "Dimension" or (Alternative terms: "Project" or "Department") is the name of a project or department the user want to track. Leaving it blank is acceptable.  If a project's expenses, or GL need to be tracked, the Dimension must be created and state in this field.


'''Section 2: Data Entry Section'''
== 4. How to Generate Sales Delivery==
Follow these steps to generate Sales Delivery in Highnix ERP:  


#   '''Item code and Item Description''': The Item and Item Description are tied.  They are entered to the "Items and Inventory" before user can make entry to the quotation. If it is a new item and has not been entered, user can press F4 and a pop up page will appear for user to enter the item.
# Navigate to Sales Management.
#  '''Quantity''': This is the quantity to be delivered and the unit (of measurement) is predefined in the Unit of Measurement page.
# Under Transactions, locate and click on Direct Delivery for immediate deliveries or Delivery Against Sales Order for deliveries associated with a sales order.
#  '''Price Before Tax/After Tax''': The price of the item selected is automatically retrieved from the inventory database.  The price can be overridden with manual input. The "Before Tax/After Tax''' can be set at the "Sales Type" under "Sales Department".
#Fill in the required details, including customer information, product items, and any relevant delivery notes.
#   '''Discount %''': This discount % can be pre-defined in the "Add and Manage Customers" screen. It can be overridden with manual input.
#Verify the details and confirm the Sales Delivery.
#  '''Add Item Button''':  This button must be clicked for each of the line item entered.  Without clicking on this button, the line item will not be recorded.
 
#  '''Update Button''':  If there is changes made, for example, shipping charges, this button is clicked so as to see the updated changes.
#
#  '''Delivery from Location''':  The location is the location of the warehouse which can be defined in the "Items and Inventory" Page.
#   '''Invoice Before''':  This is the date calculated based on the Payment Terms defined for this customer.
#  '''Deliver to and Address''':  This is the customer's delivery point and its address.
#  '''Contact Phone Number''':  This is the customer's phone number.
#  '''Customer Reference Number''':  This may be a letter, a memo or any RFQ number from the customer.
#  '''Comments''':  Enter note such as "This product include 12 months limited warranty" or something like that.  This comment will appear on the Delivery Note form.
#  '''Shipping Company''': Pre-defined in "Company Setup".
#   '''Place Delivery Button''': This button is to capture the data in the form above to the database.  <span style="color:red"><u>Warning</u></span>: If this button is not clicked and the browser is closed or user leaves the page, all data entered will be lost.
#  '''Cancel Delivery Button''': This button is to cancel or disregard the Delivery.  The data in the form entered will not be captured.

Revision as of 18:41, 14 November 2023

Sales Delivery: Direct or Flip from Sales Order

1. Purpose of Sales Delivery

Sales Delivery in Highnix ERP serves the crucial purpose of ensuring a seamless and efficient process for delivering products to customers. It is a pivotal component in the sales cycle, allowing businesses to fulfill customer orders and maintain accurate records of product deliveries.

2. Types of Sales Delivery

There are two primary types of Sales Delivery in Highnix ERP:

a. Direct Delivery

Direct Delivery involves delivering products directly to the customer without being associated with a specific sales order. This method is useful for cases where a customer places an immediate request, and the order is not linked to a previously generated sales order.

b. Delivery Against Sales Order (Flipped Delivery)

Delivery Against Sales Order, also known as Flipped Delivery, is the process of delivering products based on an existing sales order. This type ensures that the delivered items are associated with a pre-approved sales order, providing a structured approach to order fulfillment.

3. Notes

It's essential to consider the following notes before initiating a Sales Delivery:

a. Items and Inventory

Before creating a Sales Delivery, ensure that at least one product item is entered into the "Items and Inventory" database. This guarantees accurate tracking and management of the delivered products.

b. Add and Manage Customers

To facilitate the Sales Delivery process, it's necessary to have at least one customer record created under "Add and Manage Customers." This step ensures that the delivery is associated with a specific customer, maintaining a comprehensive customer database.

c. Sales Quotation Permission

Before generating a Sales Delivery, make sure you have the necessary permission to enter sales quotations. This permission ensures that the sales team can create and manage quotations effectively.

4. How to Generate Sales Delivery

Follow these steps to generate Sales Delivery in Highnix ERP:

  1. Navigate to Sales Management.
  2. Under Transactions, locate and click on Direct Delivery for immediate deliveries or Delivery Against Sales Order for deliveries associated with a sales order.
  3. Fill in the required details, including customer information, product items, and any relevant delivery notes.
  4. Verify the details and confirm the Sales Delivery.
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