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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.
| | '''Steps:''' |
| | | # [[Quotation|Sales Quotation]] |
| 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:
| | # [[Sales Order]] |
| | | # [[Sales Delivery|Delivery]] |
| * Navigate to the "Sales Mgt" module in the Highnix ERP system.
| | # [[Sales Invoice|Invoice]]<br /> |
| * Click on the "Add and Edit Customer Records" option.
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| * Fill in the required information such as customer name, contact details, and address.
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| * Save the customer information.
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| 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:
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| * Go to the "Inventory Mgt" or in some version of Highnix without inventory, it may be called "Products" module in the ERP system.
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| * Choose the "Add and Edit Items" option.
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| * 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.
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| * Save the product information.
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| 3. Quotation Creation: Now that a customer and product exist, you can create a quotation. Here's how:
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| * Access the "Sales" module in the ERP system.
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| * Select "Create New Quotation."
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| * Choose the customer for the quotation and add the desired product items with quantities.
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| * Save the quotation.
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| ''Note:'' Quotations can be edited, revised, or cloned for easier management.
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| 4. Flipping Quotation to Sales Order: After creating a quotation, it can be converted into a sales order. Follow these steps:
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| * Navigate to the "Sales" module.
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| * Locate the created quotation and select the option to "Flip to Sales Order."
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| * Adjust quantities or prices if needed.
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| * Save the sales order.
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| ''Additional Information:'' When the items in the quotation are fully ordered, the quotation is considered closed. | |
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| 5. Viewing Closed Quotations: To view closed quotations, follow these steps:
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| * Go to the "Sales" module.
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| * Access the "Inquiry" section and click on "Sales Quotation Inquiry."
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| * Check the 'Show All' checkbox.
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| * Adjust the date range as needed.
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| * Click "Search" to view closed quotations.
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| # [[Quotation|2 - Sales Quotation]] | |
| # [[Items|3 - Add and Edit Items]] | |
| # [[Add_and_Manage_Customers|3 - Add and Edit Customer Records]]
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| # [[Sales_Order|5 - Sales Order Entry]]
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| # [[Direct_Delivery|6 - Direct Delivery]] | |
| # [[Direct_Invoice|7 - Direct Invoice]] | |
| # [[Delivery_Against_Sales_Orders|8 - Delivery Against Sales Orders]]
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| # [[Invoice_Against_Sales_Delivery|9 - Invoice Against Sales Delivery]]
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| # [[Customer_Payment|10 - Customer Payment]]
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| # [[:Category:Sales#credit note|11, 12 - Credit Note]]
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