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Sales

Sales Work Flow​

Example of sales process work flow aligned with SQL Account flow:

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Sales Quotation​

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Watch tutorial video here: Sales Quotation

  1. Sales | Quotation | New

  2. Select Customer Code

  3. Insert the item that is requested by the customer, and you can estimate your profit & loss in this transaction by checking on Profit Estimator

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  4. After everything is keyed in correctly, save the Sales Quotation

  5. Preview the report and you can print or export it into PDF/ Email/ RTF(Microsoft Word)/Excel or others.

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Sales Order​

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Watch tutorial video here: Sales Invoicing Sales Order

  1. Sales | Sales Order | New

  2. Select Customer Code

  3. Right Click on Sales Order title, select Transfer from Quotation. You can either transfer the whole quotation or only part of the quotation document (*Partial Delivery Module requested)

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  4. Save the Sales Order.

    note

    For additional reports showing outstanding sales orders, you can access Sales | Print Outstanding Sales Document Listing, and select Sales Order to view. This also applies to other sales documents.

Sales Delivery Order​

  1. Sales | Delivery Order | New

  2. Select Customer Code

  3. Right Click on D/Order title, select Transfer from Sales Order.

  4. Save the Delivery Order.

    note

    Once the delivery order is saved, the stock will be deducted.

Sales Invoice​

Create New Invoice​

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Watch tutorial video here: Sales Invoicing Sales Invoice

  1. Sales | Invoice | New

  2. Select Customer Code

  3. Right Click on Invoice title, select Transfer from Delivery Order.

  4. Save the Invoice.

Show Double Entry​

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Watch tutorial video here: Ctrl + O

There have 2 methods to show double entry of the transactions:

  1. After you save then invoice then you can press on keyboard short cut key “ Ctrl + O” to get the show double entry result.

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  2. After you save the invoice, you may right click on the wording of Invoice then select “Show Double Entry”.

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Cash Sales​

  1. Sales | Cash Sales | New

  2. Select Customer Code

  3. Insert item and Save the Cash Sales.

  4. When saving, the system will prompt a Payment/ Change dialog box

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Sales Credit Note​

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Watch tutorial video here: Sales Invoicing Sales Credit Note

  1. Sales | Credit Note | New

  2. Select Customer Code

  3. Right Click on Credit Note title, select Transfer from Sales Invoice/ Cash Sales, enter the returned quality in X/F column.

  4. Save the Credit Note.

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Sales Cancelled Note (required partial delivery module)​

Sales Cancelled Note is used for the cancelling of any outstanding Sales Order.

  1. Sales | Sales Cancelled Note | New.

  2. Right Click on the Cancelled Note title, select Transfer from Sales Order; (in Sales Cancelled Note, items can only be inserted by transferring from Sales Order)

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  3. You can choose to transfer the sales order either by the whole document or partially.

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  4. Save the Cancelled Note.