Sales
The Sales module of the system enables users to manage all sales-related activities, including tracking sales, processing sales through POS, handling quotations, managing returns, and more. Below is a detailed guide on how to perform various tasks within the sales module.
1. All Sales
The All Sales feature allows users to view and manage all sales transactions.
- View Sales List: See all sales transactions with details such as sale date, customer, total amount, and status.
- Search Sales: Use the search bar to find specific sales by customer, date, or other attributes.
- Filter Sales: Apply filters to narrow down the sales list based on criteria such as date range, customer, status, etc.
- Sort Sales: Sort the sales list by different criteria such as date, customer, or total amount.
2. Add Sale
The Add Sale feature allows users to record new sales transactions.
- Enter Customer Details: Select or enter the customer’s information.
- Add Products: Choose the products being sold and enter quantities and prices.
- Set Payment Terms: Define the payment terms for the sale, including due dates and payment methods.
- Add Notes: Include any additional notes or comments related to the sale.
- Save Sale: Confirm and save the sales transaction.
3. List POS
The List POS feature allows users to view and manage all Point of Sale (POS) transactions.
- View POS List: See all POS transactions with details such as transaction date, cashier, total amount, and status.
- Search POS: Use the search bar to find specific POS transactions by cashier, date, or other attributes.
- Filter POS: Apply filters to narrow down the POS list based on criteria such as date range, cashier, status, etc.
- Sort POS: Sort the POS list by different criteria such as date, cashier, or total amount.
4. POS
The POS feature allows users to process sales transactions through a Point of Sale interface.
- Select Customer: Choose the customer for the sale.
- Add Products: Scan or select products being sold.
- Process Payment: Choose the payment method and process the payment.
- Print Receipt: Print a receipt for the customer.
- Complete Sale: Finalize and save the sale.
5. Add Draft
The Add Draft feature allows users to save sales transactions as drafts for later completion.
- Enter Draft Details: Input details such as customer information, products, and quantities.
- Save Draft: Save the draft for later editing or completion.
- View Drafts: Access and edit saved drafts from the drafts list.
6. Add Quotation
The Add Quotation feature allows users to create and manage sales quotations for customers.
- Enter Customer Details: Select or enter the customer’s information.
- Add Products: Choose the products being quoted and enter quantities and prices.
- Set Expiry Date: Define the validity period for the quotation.
- Add Notes: Include any additional notes or comments related to the quotation.
- Save Quotation: Save the quotation for sending to the customer.
- Convert to Sale: Convert the quotation to a sales transaction if accepted by the customer.
7. List Sell Return
The List Sell Return feature allows users to view and manage all sales return transactions.
- View Return List: See all sales return transactions with details such as return date, customer, total amount, and status.
- Search Returns: Use the search bar to find specific returns by customer, date, or other attributes.
- Filter Returns: Apply filters to narrow down the return list based on criteria such as date range, customer, status, etc.
- Sort Returns: Sort the return list by different criteria such as date, customer, or total amount.
8. Shipments
The Shipments feature allows users to manage the shipping of sold products.
- View Shipments: See all shipment details including shipping date, carrier, tracking number, and status.
- Add Shipment: Record new shipment details for a sale.
- Update Shipment: Modify existing shipment information.
- Track Shipment: Monitor the status and location of shipments.
9. Discounts
The Discounts feature allows users to manage discount schemes and apply them to sales transactions.
- Create Discount: Define new discount schemes, including percentage or fixed amount discounts.
- Edit Discount: Modify existing discount schemes.
- Delete Discount: Remove discounts that are no longer applicable.
- Apply Discount: Apply discounts to specific sales transactions.
10. Import Sales
The Import Sales feature allows users to bulk upload sales transactions using a CSV file.
- Download Template: Download the CSV template to ensure proper formatting.
- Fill Template: Enter sales details into the CSV file.
- Upload File: Upload the completed CSV file to the system.
- Review Import: Review the import summary and correct any errors if necessary.