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erp-manual:cloud:sales

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erp-manual:cloud:sales [2026/01/18 11:19]
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: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.                            |                                                  
 | [[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        | 
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 | [[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: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                                                                          |                 
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erp-manual/cloud/sales.1768735168.txt.gz · Last modified: 2026/01/18 11:19 by Kalpesh Popat

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