Articles on: Sales Module

Sales Process

1. Customer



Customer


2. Sales



Sales process







Why systematic sales management?



Sales are very important to the company in terms of revenue. If you can manage sales to sell quickly and easy to track payments. It will help reduce bad debt and its effect on cash flow and profit growth.

Having a sales control system will help the company to plan its cash flow. May negotiate with customers to pay faster, reduce credit release, or negotiate with payment credit partners.

A good system will help salespeople know the status of each customer's order. and can track the work more deeply, such as product delivered Why haven't I received my payment? And which customer is the most overdue?


1. Quotation



Quotation (QT)


2. Sales order



Sales Order (SO)


3. Invoice



Invoice (IV)

Service Invoice Invoice for Service (IS)

Debit Note (DN)

Credit Note (CN)

Billing (BI)


4. Receipt



Advance Income (AI)

Abbreviated Tax Invoice (ABB)

Receipt Voucher (RV)]

Receipt Voucher for Service (RS)

Receipt Voucher for Cash (RC)



💡 Nested Tips: In case your company doesn't need Quotation (QT), you can skip to use the document in the process.
Sales order (SO) and
Receipt Voucher for Cash (RC)

Updated on: 30/09/2022