Generic Sales Flow: Difference between revisions
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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 " | * 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. | ||
Revision as of 11:43, 22 November 2023
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 Mgt" module in the ERP system.
- Select "New Quotation and Proforma Invoice."
- Choose the customer for the quotation and add the desired product items with quantities.
- 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.
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.
- 2 - Sales Quotation
- 3 - Add and Edit Items
- 3 - Add and Edit Customer Records
- 5 - Sales Order Entry
- 6 - Direct Delivery
- 7 - Direct Invoice
- 8 - Delivery Against Sales Orders
- 9 - Invoice Against Sales Delivery
- 10 - Customer Payment
- 11, 12 - Credit Note
Other Links
- 3 - Price Book Flow Chart
- FAQ: More Information About Sales (Handle deposit, advance payments, recurring invoices, credit notes...etc)
