|
Sales
Share the knowledge
|
Sales & Distribution. ORDER FULFILLMENT / PRE-SALES / SALES / MARKETING MODULE. Sales in ERP.
Order fulfillment or marketing module encompasses pre-sales and sales activities, Finished Goods inventory, etc. as follows:
This module has been divided into two different menus 1) Pre-sales & 2) Sales Order Fulfillment Master (Sales master)Customer Address Shipping Address Same as Billing Address - If it is selected then billing address is copied to shipping address. Otherwise, user has to input the shipping address separately.
Master information to capture Excise registration number, etc. is as follows:
Multiple contact names example given below: Pre-Sales transactionsThis is found under the CRM sub menu (customer relationship management) Sales EnquiryQuotationQuotation is prepared in DNS.
Order Acceptance or Order received information (ORI) or sales order:Order Receipt Information (ORI) or Sales Order (Or Order Acceptance or OA). Purpose: OA (or ORI) and Sales schedule are parent document required to prepare the Sales Invoice. Sales Invoice cannot be prepared without the ORI. The following inputs are required for sales order: First, click on "NEW" button. ORI (OA) number will be generated automatically, increase by one. ORI date: ORI date will be system date and user cannot change it. Delivery ScheduleUser will enter ‘from date’ and ‘to date’ and quantity to be supplied. ORI and delivery sales schedule makes a single document. Sales InvoiceInvoice data entry screen: Procedure outline: Note: Purchase return for excisable goods are sent back to vendor by preparing sales invoice in DNS. 1.3.7. Return Goods NoteRGN is prepared when the ‘non-excisable’ material is received back from customer.
1.3.8. Purchase Return (Excisable) InvoiceIn case ‘excisable’ material is received back from customer, RGN is not prepared, instead a ‘sales invoice’ is prepared. Order Fulfillment (Sales) ReportsInvoice RegisterOrder Acceptance or ORI RegisterORI or OA (order acceptance register) is list of OA for a given period. LedgerCustomer Full LedgerAge wise OutstandingExport to Excel fileShow all outstanding documentsCustomer master information – exported to excel file User can select the required field PROJECT WORK-BENCH Project work-bench gives project wise / sales order wise status at a glance. Channel partners / Distributors: You can send hot leads to your channel partners / distributors and have all the background information they need to make informed and effective sales calls. |
Related links
Social Media Blog
ERP Blog
|
|
Digital Nervous System - DNS - IT enabled business management solutions
Click to connect to Prof. Jyoti Zaveri on LinkedIn Facebook Google+
|