Generic Sales Flow: Difference between revisions

Latest revision as of 17:56, 28 November 2023

Steps:

Other Links

@@ Line 1: / Line 1: @@
-'''Note:'''
+'''Steps:'''
-#   Each of the boxes has a suffixed box number.  This is the reference of the notes or links that related to that box.
+# [[Quotation|Sales Quotation]]
-#   There are 2 flows on this page (Flow A and Flow B).
+# [[Sales Order]]
+# [[Sales Delivery|Delivery]]
-*  Flow A - Company Setup
+# [[Sales Invoice|Invoice]]<br />
-**  [[Fiscal Year|A-2 - Add or Edit Fiscal Year]]
-**  [[Company Setup|A-3 to A-8 - Company Setup]]
-*  Flow B - Finance Setup
-**  [[Add Bank Account|B-3 - Add and Edit Bank Account]]
-**  [[Add Currency|B-3a - Add and Edit Currencies]]
-**  [[Update Exch Rate Table|B-5 - Update Exchange Rate Table]]
-**  [[COA Account Class|B-6 - Update Account Class (COA)]]
-**  [[COA Account Group|B-7 - Update Account Groups (COA)]]
-**  [[COA|B-8 - Update Chart of Account (COA)]]
 ----
 '''Other Links'''
+* [[Price Book Flow Chart|3 - Price Book Flow Chart]]
+* [[:Category:Sales|FAQ: More Information About Sales (Handle deposit, advance payments, recurring invoices, credit notes...etc)]]
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-<span style="color:blue; font-size:130%">'''Initial Company Setup Flow - Flow (A)'''</span>
-[[File:Setup-160602.jpg|border|1000px]]
-----
-<span style="color:blue; font-size:130%">'''Initial Finance Setup Flow - Flow (B)'''</span>
-[[File:FinanceSetup-160602.jpg|border|1000px]]
+[[File:SalesFlow-160531.jpg|border|1000px]]