The Sales module includes all the lists and features required to carry out the sale of your products and services (including through the Inventory module). The core of the entire module is issued invoices, with all the necessary features for working with them. Issued invoice types allow you to predefine a number of parameters that you no longer need to enter during routine invoice creation.
The data on an invoice and its status change based on the steps performed within this module (similar to received invoices). Invoice payments are processed using bank and cash documents, which move invoices to the status of paid or partially paid. Documents related to a specific invoice can be displayed in the list using the Links button. Another important feature is the ability to link related documents (payments, advances, and advance tax documents). You can view or print issued invoices and the customer balance for any period, based on a wide range of selectable criteria.
Once accounting rules are added, the document is posted immediately.
Basic sales process:
The company receives an inquiry from a customer.
Based on the inquiry, the company issues a quote to the customer.
Based on the quote, the customer creates an order.
The company receives the order from the customer.
The company issues an invoice to the customer.
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