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  • 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

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

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