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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.
Info

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. 
Sales Management module consists of the following menu options.

  • Definitions
  • Transactions
  • Operations
  • Reports
Tip
Definitions: Definitions

Sales Management Menu

Definitions

Customers, Services, Sales Discounts,Sales Expenses, Sales Promotions, Sales Prices, Sales Price Lists, Potential Customers, Sales Management Salespersons, Sales Representatives, Sales Campaigns, Sales Contract Deduction Types, Sales Management Slip and Invoice Analysis Details, Sales Management Slips and Invoices Line Info, Sales Management Slip and Invoices Totals

Transactions

Sales Demands, Sales Proposals, Sales Contract, Sales Orders, Sales Dispatches, Sales Invoices, Sales Point Invoices, Shipment System

Operations

Applying Campaign to Sales Order, Batch Dispatch Billing, Batch Dispatch Generation, Batch Late Charge Application, Batch Order Billing, Price Updates, Updating Sales Orders with New Materials, Batch Approval of Sales Invoice

Reports

Campaign Reports, Contract Reports, Invoice Reports, Material and Service Reports, Order Reports, Proposal Reports

Tip
The 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 The transactions menu options are used to record Sales Orders, Sales Dispatches, Sales Invoices, Sales Contracts and Proposals. 
Operations: Operations The 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. 

Info

See. System Settings, Sales Management DefaultsandParameters Defaults and Parameters 

Warning

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.