Generic Sales Flow
The following are the flows of sales process. Users can follow these steps to create Quotation, Sales Order, Delivery and Sales Invoice.
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:
- Navigate to the "Sales Mgt" module in the Highnix ERP system.
- Click on the "Add and Edit Customer Records" option.
- Fill in the required information such as customer name, contact details, and address.
- Save the customer information.
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:
- Go to the "Inventory Mgt" or in some version of Highnix without inventory, it may be called "Products" module in the ERP system.
- Choose the "Add and Edit Items" option.
- 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.
- Save the product information.
3. Quotation Creation: Now that a customer and product exist, you can create a quotation. Here's how:
- Access the "Sales" module in the ERP system.
- Select "Create New Quotation."
- Choose the customer for the quotation and add the desired product items with quantities.
- Save the quotation.
Note: Quotations can be edited, revised, or cloned for easier management.
4. Flipping Quotation to Sales Order: After creating a quotation, it can be converted into a sales order. Follow these steps:
- Navigate to the "Sales" module.
- Locate the created quotation and select the option to "Flip to Sales Order."
- Adjust quantities or prices if needed.
- Save the sales order.
Additional Information: When the items in the quotation are fully ordered, the quotation is considered closed.
5. Viewing Closed Quotations: To view closed quotations, follow these steps:
- Go to the "Sales" module.
- Access the "Inquiry" section and click on "Sales Quotation Inquiry."
- Check the 'Show All' checkbox.
- Adjust the date range as needed.
- Click "Search" to view closed quotations.
- 2 - Sales Quotation
- 3 - Add and Edit Items
- 3 - Add and Edit Customer Records
- 5 - Sales Order Entry
- 6 - Direct Delivery
- 7 - Direct Invoice
- 8 - Delivery Against Sales Orders
- 9 - Invoice Against Sales Delivery
- 10 - Customer Payment
- 11, 12 - Credit Note
Other Links
- 3 - Price Book Flow Chart
- FAQ: More Information About Sales (Handle deposit, advance payments, recurring invoices, credit notes...etc)
