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Sales Management module is used to record and track,
- Customers
- Product and service orders from customers,
- Material and service sales transactions,
- Discount, expense and promotion definitions to be applied to sales,
- Prices and campaigns to be applied to product and service sales.
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Totals, sales transactions, sales orders, sales invoices, sales discounts and expenses related to the product and service sales are obtained from the selected report unit by designating the required criteria in report filters.
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Definitions: Definitions menu options are used to record customer, service, campaign definitions and to open discount, expense and promotion cards to define the properties of discounts, expenses and campaigns to be applied to the slip lines or slip total, to designate campaign conditions and material and service sales prices. Transactions: Transactions menu options are used to record Sales Orders, Sales Dispatches, Sales Invoices, Sales Contracts and Proposals. Operations: Operations menu options are used to perform material price adjustments, service price adjustments, batch billing, batch dispatch generation and batch order billing transactions. Definitions and transactions can be reported from various report units using the report options grouped under specific titles. |
Parameters and Defaults Affecting Sales Transactions
Default and parameter options are used to specify sales management defaults values and parameters. The relevant properties required by default in sales transactions are set using the default options. Default and parameter options are located in System Settings module > Defaults and Parameters > General > Default Values and Parameters > Sales Management page.
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See. System Settings, Sales Management DefaultsandParameters |
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If your Logo application does not have Material – Variant feature, the related fields will not be displayed in application interfaces; hence you should ignore any heading or information provided with respect to the Material – Variant feature in this document. |