Generic Sales Flow

Note that each of the boxes has a suffixed box number. This is the reference of the notes or links that related to that box.

1. 2 - Sales Quotation
2. 3 - Add and Edit Items
3. 3 - Add and Edit Customer Records
4. 5 - Sales Order Entry
5. 6 - Direct Delivery
6. 7 - Direct Invoice
7. 8 - Delivery Against Sales Orders
8. 9 - Invoice Against Sales Delivery
9. 10 - Customer Payment
10. 11, 12 - Credit Note

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Other Links

• 3 - Price Book Flow Chart
• FAQ: More Information About Sales (Handle deposit, advance payments, recurring invoices, credit notes...etc)

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