Number Accounting System
Created Mar 23, 2024Workflow of the Sales Section: Sales Quotation, Orders, Invoices, Payments & Return
The Sales module in the Number Accounting System is designed to streamline and manage the sales process efficiently. It encompasses various aspects such as generating quotations, processing orders, creating invoices, handling returns, and managing payments. Let's explore each component in detail:
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Sales Order:
A Sales Order is a binding agreement between a seller and a buyer that details the specific products or services ordered, their quantities, prices, and delivery terms. It confirms the customer's intent to purchase and initiates the fulfillment process.
In the Number accounting system, transitioning from a Sales Quote to an Order and from an Order to a Sales Invoice is straightforward. To convert Sales Orders into Sales Invoices, just select the desired Orders,
and choose "Convert to Invoice" from the menu. Click on "Convert" in in the dialog box, and you can efficiently transform multiple Orders into Sales Invoices simultaneously.

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Sales Invoice
A Sales Invoice is a formal document issued to a customer upon the sale of goods or services. It details the products or services provided, their quantities, prices, taxes (if applicable), and payment terms. It serves as a record of the transaction and a request for payment.
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4. Sales Return
A Sales Return document is created when a customer returns purchased products. It specifies the reason for the return, the returned items with their quantities, and any applicable adjustments to the original invoice.
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Sales Payment:
The Sales Payment function allows you to record customer payments for outstanding invoices. It facilitates tracking received funds and reconciling accounts receivable.