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erp-manual:cloud:sales [2026/02/24 09:40]
Kalpesh Popat
erp-manual:cloud:sales [2026/02/24 09:55] (current)
Kalpesh Popat
Line 6: Line 6:
 | 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        | 
-| [[erp-manual:cloud:sales:sales-order-mto-repair-pre-order|Special Sales Order]]                 | To learn about Sales order for **Made to order** (MTO), take **Pre-order**, or charge customers for **Repairs**. | +| [[erp-manual:cloud:sales:sales-order-mto-repair-pre-order|Pre-Order / MTO / Repair Sales Order]]                 | To learn about Sales order for **Made to order** (MTO), take **Pre-order**, or charge customers for **Repairs**. | 
 | [[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.1771926018.txt.gz · Last modified: 2026/02/24 09:40 by Kalpesh Popat