Sales

Quotes, sales orders, delivery, invoicing, and customer management. NAD and multi-currency; integrated with Inventory and AR.

Customer Management

  • Customer Master: Maintain customers: name, address, contact, payment terms, credit limit, price list.
  • Customer Browse: Search customers; view order history and balance.
  • Customer Statements: Generate and send statements.

Quotes & Orders

  • Quote Entry: Create sales quotes: lines (item, qty, price), validity, terms.
  • Quote Browse: List quotes by status; convert quote to order.
  • Sales Order Entry: Create orders: customer, lines, delivery date, ship-to address. Optional from quote.
  • Sales Order Browse: List and filter orders; view status (open, partially shipped, invoiced, closed).
  • Order Approval: Optional approval by value or customer.

Delivery & Shipping

  • Picking / Shipment: Allocate and pick stock; record shipment (full or partial).
  • Delivery Note: Print or email delivery note.
  • Shipment Browse: List shipments by order or date.

Invoicing

  • Invoice from Order: Generate customer invoice from order/shipment; post to AR and GL.
  • Manual Invoice: Raise invoice without order (e.g. service or one-off).
  • Invoice Browse: List AR invoices; reprint or email.
  • Credit Note: Issue credit for returns or adjustments; link to original invoice.

Pricing & Discounts

  • Price Lists: Define selling prices by item; customer-specific overrides.
  • Discounts: Line and document discounts; promotional pricing.
  • Multi-currency: Sell in NAD or other currencies; exchange rate handling.

Reports

  • Sales Summary: Sales by period, customer, item, or region.
  • Order Status: Open orders; backorder report.
  • Sales History: Detailed sales history for analysis.