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erp-manual:cloud:sales [2026/01/18 07:26]
Kalpesh Popat 		erp-manual:cloud:sales [2026/01/22 05:58] (current)
Kalpesh Popat
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 ^ Screen                      ^ Purpose                                                                        ^  ^ Screen                      ^ Purpose                                                                        ^ 
-| [[erp-manual:cloud:item:designinventory|Design Inventory Actions]]    | Shop can use this screen to search for stock and to execute rapid actions for transfer and sales.                                                                                            |                               +| Transfers: [[erp-manual:cloud:fgwarehouse:transfer-out|Transfer Out]] and [[erp-manual:cloud:fgwarehouse:transfer-in|Transfer In]] | Transfers from Head office to Shops and vice versa or between Shops.                            |                                                  
-| Transfers: [[erp-manual:cloud:sales:transfer-out|Transfer Out]] and [[erp-manual:cloud:sales:transfer-in|Transfer In]] | Transfers from Head office to Shops and vice versa or between Shops.                            |                                                  +
 | [[erp-manual:cloud:sales:sales-order|Sales Order]]                 | Sales screen is a powerful screen to record a complete sales transaction starting from Sales -> Collection -> Dispatch -> Invoicing, from a single screen. For MTO and Repair also use the Sales screen        |  | [[erp-manual:cloud:sales:sales-order|Sales Order]]                 | Sales screen is a powerful screen to record a complete sales transaction starting from Sales -> Collection -> Dispatch -> Invoicing, from a single screen. For MTO and Repair also use the Sales screen        | 
 | [[erp-manual:cloud:sales:collection|Collection]]                  | System provides a rapid 1 click collection from Sales screen for normal scenario.\\ \\ This specialised screen is to search for past Collection, and also to handle more complex scenarios like: A) Customer is paying for multiple sales order together. B) Sales is in different currency, but collection is in another currency.|                               | [[erp-manual:cloud:sales:collection|Collection]]                  | System provides a rapid 1 click collection from Sales screen for normal scenario.\\ \\ This specialised screen is to search for past Collection, and also to handle more complex scenarios like: A) Customer is paying for multiple sales order together. B) Sales is in different currency, but collection is in another currency.|                              
 | [[erp-manual:cloud:sales:dispatch|Dispatch]]                    | System provides a rapid 1 click delivery from Sales screen for normal scenario.\\ \\  This specialised screen is to search for past dispatched items, and also to handle more complex scenarios like: A) Send only some item from Sales order, send other items later. B) Join multiple sales order into a single dispatch.                            |                                                   | [[erp-manual:cloud:sales:dispatch|Dispatch]]                    | System provides a rapid 1 click delivery from Sales screen for normal scenario.\\ \\  This specialised screen is to search for past dispatched items, and also to handle more complex scenarios like: A) Send only some item from Sales order, send other items later. B) Join multiple sales order into a single dispatch.                            |                                                  
-| [[erp-manual:cloud:sales:pay|Sales Invoice]]                   | System provides a rapid 1 click invoicing from Sales screen for 2 scenarios:\\ A) Deposit Invoice B) Single Itemised Invoice against a single sales order.\\ \\ This specialised screen is to search past invoices, and also to handle more complex scenarios like:\\ A) Split single sales order into multiple invoices.\\ B) Join multiple sales order into a single invoices.\\ C) Mix and multiple sales order into multiple invoices (eg: 2 items from order A and 1 item from order B into first Invoice and 3 items from order A and 2 item from order B into second Invoice        |                                                         +| [[erp-manual:cloud:sales:sales-invoice|Sales Invoice]]                   | System provides a rapid 1 click invoicing from Sales screen for 2 scenarios:\\ A) Deposit Invoice B) Single Itemised Invoice against a single sales order.\\ \\ This specialised screen is to search past invoices, and also to handle more complex scenarios like:\\ A) Split single sales order into multiple invoices.\\ B) Join multiple sales order into a single invoices.\\ C) Mix and multiple sales order into multiple invoices (eg: 2 items from order A and 1 item from order B into first Invoice and 3 items from order A and 2 item from order B into second Invoice        |                                                          
 +| [[erp-manual:cloud:sales:credit-note|Credit Note]]                   | If customer cancels the sale in full or partially, use the Credit note menu to reverse the sales bring the item back in the inventory        |                                                         
 | [[erp-manual:cloud:relation:customer|Customer Management]]         | System provides direct facility to add new customer from Sales order screen.\\ \\ This specialised screen is to have more granular control over data captured for Customers. From this screen:\\ A) View complete sales history and outstanding for the customer.\\ B) Add more than one contacts and addresses.\\ C) Tax related information, personal information like anniversary dates, nationality, gender, upload customer image.                                                                          |                  | [[erp-manual:cloud:relation:customer|Customer Management]]         | System provides direct facility to add new customer from Sales order screen.\\ \\ This specialised screen is to have more granular control over data captured for Customers. From this screen:\\ A) View complete sales history and outstanding for the customer.\\ B) Add more than one contacts and addresses.\\ C) Tax related information, personal information like anniversary dates, nationality, gender, upload customer image.                                                                          |                 
 +| [[erp-manual:cloud:item:designinventory|Design Inventory]]         | Search for designs, create new design, view inventory / images, print QR code and print Transaction Log (Stock Card) of the design                                                                          |                 
 +
  
-^ Link                         ^ Special Scenario                                                                        ^  
-| [[erp-manual:cloud:sales:invoice-scenario|Advance Scenarios for sales Invoice]]              | In this section different ways to create Sales Invoice are listed: \\ - Create one Invoice for multiple SO for all items \\ - Create one Invoice for multiple SO for selected items                                                                                           |               
-                                                         
  
erp-manual/cloud/sales.1768721170.txt.gz · Last modified: 2026/01/18 07:26 by Kalpesh Popat

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