Generic Sales Flow: Difference between revisions

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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.




Revision as of 12:14, 22 November 2023

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:
    • Navigate to the "Sales Management" 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 Management" or "Products" module in the ERP system.
    • Choose the "Add and Edit Items" option.
    • 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:
    • Access the "Sales Management" 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 a Proforma Invoice. To do that, add the letters "PI" to the Quotation Reference number.

4. Converting Quotation to Sales Order:

  • 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.

5. Viewing Closed Quotations:

  • 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.


Other Links


SalesFlow-160531.jpg

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