Documentation
Introduction to Sales Module
The Sales Module is a crucial part of business management systems designed to streamline and automate the sales process. It helps manage customer interactions, track sales activities, and handle orders efficiently. This module is useful because it enhances customer relationship management, improves sales tracking, and ensures accurate order processing, ultimately boosting sales performance and operational efficiency.
The Sales Module includes several key pages:
- Setup Page:
Manage price groups, units of measure (UOM), product tags, barcode setup, locations, and services, among other configurations. This ensures your sales process is tailored to your business needs. - Master Data Page:
Handle important information such as customer details, sales representatives, and product listings. This centralizes all essential data for effective sales management. - Operations Page:
Create sales quotations, process sales orders, generate delivery notes, handle sales returns, and more. This page covers the entire sales transaction process. - Reports Page:
Access various reports including inventory reports, product aging, invoicing profit by product, product movement, and more. These reports help track and analyze sales performance and inventory
Sales Dashboard
In the Dashboard, you can view key insights such as the top sold products, the latest updated prices, the most recently created products, and stagnant products. This helps you quickly assess sales performance and inventory status