Sales Module

The Sales Module enables seamless management of sales-related activities, ensuring smooth business operations and accurate financial records. This module includes functionalities for handling quotations, sales, credit notes, customer information, customer payments, and the allocation of customer payments.

Submodules and Features

1. Quotation

Generate and manage sales quotations efficiently.

Add a Quotation

1. Navigate to the Quotation section in the Sales Module.
2. Click on the Add Quotation button.
3. Fill in the necessary details, such as customer name, product details, and prices.
4. Click Save to create the quotation.

Edit a Quotation

1. Navigate to the Quotation section.
2. Locate the quotation to be edited and click the Edit button.
3. Update the required information.
4. Click Save to apply the changes.

View Quotation Details

1. Navigate to the Quotation section.
2. Click on a quotation entry to view its details.

Void a Quotation

1. Locate the quotation to be voided.
2. Click the Void button.
3. Confirm the action in the prompt.

Approve a Quotation

1. Navigate to the Pending Quotations section (if applicable).
2. Select the quotation and click Approve.
3. Confirm the approval action.

Print a Quotation

1. Navigate to the Quotation section.
2. Click on the Actions dropdown and select Print.
3. Customize the print format and settings.
4. Click Print to generate the document.

2. Sales

Manage all sales transactions efficiently.

Add a Sale

1. Navigate to the Sales section.
2. Click on Add Sale.
3. Enter the customer details, products, and payment information.
4. Click Save to finalize the sale.

Edit a Sale

1. Navigate to the Sales section.
2. Locate the sale to be edited and click Edit.
3. Update the required details.
4. Click Save to confirm the changes.

View Sale Details

1. Navigate to the Sales section.
2. Click on a sale entry to view its details.

Void a Sale

1. Locate the sale to be voided.
2. Click the Void button.
3. Confirm the action in the prompt.

Approve a Sale

1. Navigate to the Pending Sales section.
2. Select the sale and click Approve.

Print Sales Invoice

1. Navigate to the Sales section.
2. Click on the Actions dropdown and select Print.
3. Choose the invoice format and settings.
4. Click Print to generate the invoice.

3. Credit Note

Issue and manage credit notes for customers.

Add a Credit Note

1. Navigate to the Credit Note section.
2. Click on Add Credit Note.
3. Enter the customer details, amount, and reason for the credit note.
4. Click Save to issue the credit note.

Edit a Credit Note

1. Navigate to the Credit Note section.
2. Select the credit note and click Edit.
3. Update the required details.
4. Save the changes.

View Credit Note Details

1. Navigate to the Credit Note section.
2. Click on a credit note entry to view its details.

Void a Credit Note

1. Locate the credit note to be voided.
2. Click the Void button.
3. Confirm the void action.

Approve a Credit Note

1. Navigate to the Pending Credit Notes section.
2. Select the credit note and click Approve.

Print Credit Note

1. Navigate to the Credit Note section.
2. Click on the Actions dropdown and select Print.
3. Set the print preferences and confirm.

4. Customer

Manage customer information and records.

Add a Customer

1. Navigate to the Customer section.
2. Click on Add Customer.
3. Enter the customer’s details, such as name, address, and contact information.
4. Save the customer profile.

Edit a Customer

1. Navigate to the Customer section.
2. Select the customer to edit and click Edit.
3. Update the required details.
4. Save the changes.

View Customer Details

1. Navigate to the Customer section.
2. Click on a customer’s name to view detailed information.

Print Customer List

1. Navigate to the Customer section.
2. Click on Actions and choose Print.
3. Customize the print settings and proceed.

5. Customer Payment

Handle customer payments effectively.

Add a Customer Payment

1. Navigate to the Customer Payment section.
2. Click on Add Payment.
3. Enter the payment details, such as customer name, amount, and payment method.
4. Save the payment.

Edit a Customer Payment

1. Navigate to the Customer Payment section.
2. Select the payment to edit and click Edit.
3. Update the payment details and save.

View Payment Details

1. Navigate to the Customer Payment section.
2. Click on a payment entry to view its details.

Void a Customer Payment

1. Locate the payment record to be voided.
2. Click the Void button.
3. Confirm the void action.

Approve a Customer Payment

1. Navigate to the Pending Customer Payment section.
2. Select the Customer Payment and click Approve.

Print Payment Records

1. Navigate to the Customer Payment section.
2. Click Actions and select Print.
3. Customize the print format and confirm.

6. Allocate Customer Payment

Allocate payments to customer invoices efficiently.

Allocate a Payment

1. Navigate to the Allocate Customer Payment section.
2. Select a payment to allocate and click Allocate.
3. Choose the invoices to allocate the payment to.
4. Save the allocation.

Benefits of the Sales Module

• Streamlined Sales Processes: Manage all aspects of sales, from quotations to payments, in one place.
• Improved Accuracy: Maintain accurate records of sales, payments, and customer details.
• Better Insights: Analyze sales data for strategic decision-making.
• Enhanced Customer Management: Keep detailed records of customer interactions and payments.

The Sales Module is tailored to the needs of MSMEs and SMEs, ensuring efficient sales management and supporting business growth. Let us know if you require further details on any specific submodule or feature.