Generic Sales Flow

The following are the flows of sales process. Users can follow these steps to create 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:

• Navigate to the "Sales Mgt" module in the Highnix ERP system.
• Click on the "Add and Edit Customer Records" option.
• 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:

• Go to the "Inventory Mgt" or in some version of Highnix without inventory, it may be called "Products" module in the ERP system.
• Choose the "Add and Edit Items" option.
• 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.
• Save the product information.

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.
• Select "Create New Quotation."
• Choose the customer for the quotation and add the desired product items with quantities.
• Save the quotation.

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

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.
• Locate the created quotation and select the option to "Flip to Sales Order."
• Adjust quantities or prices if needed.
• Save the sales order.

Additional Information: When the items in the quotation are fully ordered, the quotation is considered closed.

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

• Go to the "Sales" 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.

1. 2 - Sales Quotation
2. 3 - Add and Edit Items
3. 3 - Add and Edit Customer Records
4. 5 - Sales Order Entry
5. 6 - Direct Delivery
6. 7 - Direct Invoice
7. 8 - Delivery Against Sales Orders
8. 9 - Invoice Against Sales Delivery
9. 10 - Customer Payment
10. 11, 12 - Credit Note

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Other Links

• 3 - Price Book Flow Chart
• FAQ: More Information About Sales (Handle deposit, advance payments, recurring invoices, credit notes...etc)

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