|
|
| 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 |
| 1. Customer Creation:
| | # Delivery |
| | | # Invoice<br /> |
| * 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.
| |
| | |
| | |
|
| |
|
| ---- | | ---- |
