Sales
Updated
Sales takes a customer from a first interest to a paid invoice. In this app you can:
- Qualify a lead
- Issue a quotation
- Approve an order
- Reject an order
- Cancel an order
- Issue a realization
- Receive a payment
- Refund a customer
- Issue a credit note
- Issue a debit note
- Configure loyalty
- Redeem loyalty points
- Run a field visit
- Plan the field day
- Run a delivery trip
- Recalculate ABC/XYZ
A buyer class is Create a customer type. A new customer is Create a customer. The full path is Customer onboarding. An Incoterm is Create a delivery term. A field agent is Create a sales person. A van driver is Create a driver. A van is Create a vehicle. The morning path is Create a delivery route. Weekday departures are Create a delivery schedule. A missing country is Create a country. A new sale or purchase price is Create a price type. Numbers on the item are Fill prices. A customer who sends goods back uses Return goods and notes.
Debt, revenue, and tax appear on the sales realization, not on the order.
How to#
To buy, sell, and settle both debts, use these documents in order:
- Place a purchase order — Place order, then Receive order (or Place order alone when auto-receive is on).
- Pay a vendor — Pay vendor. The purchase order stays Received.
- Approve an order — Submit order, then Approve order. A sales realization appears in Reserved. There is no debt and no tax yet.
- Issue a realization — Release realization. Stock leaves, and the customer owes the total.
- Receive a payment — Receive payment. The sales realization stays Released.
A payment is always a separate document. Until you press the command on each card, that document stays a draft.
See also