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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 Mgt" module in the ERP system.
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| * Select "New Quotation and Proforma Invoice."
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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: 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.
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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 Mgt" module.
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| * 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 .
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| * Adjust quantities or prices if needed.
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| * Click the "Place Order" button to 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 Mgt" 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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