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Sales Module
Sales Module
The Sales module manages the complete sales cycle from quotation to invoice and payment collection.
Sales Workflow
- Quotation (New Sales Quotation) - Create a price proposal for a customer
- Sales Order (New Sales Order) - Confirm the order
- Delivery (Deliver Items) - Ship goods to customer
- Invoice (Issue Invoice) - Bill the customer
- Payment (Receive Payment) - Record payment received
- Allocation (Allocate) - Match payments to invoices
Key Functions
- Manage Customers - Create and maintain customer records
- Customer Branches - Manage delivery/billing branches
- Sales Types - Define pricing types (Retail, Wholesale, etc.)
- Sales Persons - Configure sales staff
- Sales Areas - Define geographical regions
- Sales Groups - Organize sales categories
- Recurrent Invoices - Set up recurring billing
Inquiries
- Customer Transactions - View all transactions for a customer
- Allocation Inquiry - Check payment allocations
- Search Sales Orders - Find specific orders
- Search Deliveries - Find specific deliveries
Direct Entry (Skip Order)
- Direct Sales Delivery - Deliver without a prior order
- Direct Sales Invoice - Invoice without a prior delivery