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| The following are the flows of the sales process. Users can follow these steps to create a Quotation, Sales Order, Delivery, and Sales Invoice.
| | '''Steps:''' |
| | | # [[Quotation|Sales Quotation]] |
| 1. Customer Creation:
| | # [[Sales Order]] |
| | | # [[Sales Delivery|Delivery]] |
| * Before initiating any sales transactions, ensure that at least one customer is created in the system. If no customer exists, follow these steps:
| | # [[Sales Invoice|Invoice]]<br /> |
| ** Navigate to the "Sales Management" module in the Highnix ERP system.
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| ** 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:
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| * 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 Management" or "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.
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| ** Save the product information.
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| 3. Quotation Creation:
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| * Now that a customer and product exist, you can create a quotation. Here's how:
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| ** Access the "Sales Management" 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 a Proforma Invoice. To do that, add the letters "PI" to the Quotation Reference number.
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| 4. Converting Quotation to Sales Order:
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| * After creating a quotation, it can be converted into a sales order. Follow these steps:
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| ** Navigate to the "Sales Management" module.
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| ** 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.
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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:
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| * To view closed quotations, follow these steps:
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| ** Go to the "Sales Management" 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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