The Daily Sales Process manages the day-to-day sales activities in the system, from creating sales orders through delivery and invoicing. It helps users maintain accurate customer, order, delivery, and sales records.
Sales Process
1. Create Sales Order
Create a Sales Order for the customer and enter the required order details. Select the customer, items, quantities, rates, taxes, delivery details, and other applicable information.
2. Sales Order Approval
Review the Sales Order details and complete the required approval process. Once approved, the order can proceed to production, delivery, and invoicing as applicable.
3. Production Processing
If the order requires production, initiate the required production activities against the Sales Order. Materials can be issued for production and finished materials can be received upon completion.
4. Delivery Processing
Create a Delivery Challan (DC) against the Sales Order for the items being delivered. Enter the delivered quantities, warehouse, delivery details, and other applicable information.
5. Create Sales Invoice
Create the Sales Invoice for the delivered items. Enter the invoice details, customer information, item quantities, rates, taxes, and applicable charges.
6. Verify Sales Details
Verify the Sales Order, Delivery Challan, and Sales Invoice to ensure that the customer, items, quantities, values, taxes, and other details are accurate.
7. Update Sales Records
Once the sales transaction is completed, the relevant sales and inventory records are updated in the system. The transaction can be reviewed through the available sales reports.
Sales Reports
The sales process can be reviewed through reports such as:
- Sales By Customer – Provides sales information grouped by customer.
- Sales By Item – Provides sales information based on individual items.
- Delivery Challans – Displays details of items delivered to customers.
- Order Wise Profit & Loss – Provides financial performance and profit or loss details for individual sales orders.