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Table of contents
Maintenance.........................................................................................................................3
Add and Manage Customers ....................................................................................3
Customer Project/Job ...............................................................................................3
Customer Opening Balance ......................................................................................4
Sales Persons ...........................................................................................................5
Sales Targets ............................................................................................................6
Sales Area .................................................................................................................6
Store Location ...........................................................................................................7
Transactions.........................................................................................................................8
Sales Quotation Entry ...............................................................................................8
Sales Order Entry......................................................................................................8
Direct Delivery ...........................................................................................................9
Direct Invoice ..........................................................................................................10
Invoice Against Sales Delivery..................................................................................8
Customer Receipt ...................................................................................................11
Customer Credit Notes ...........................................................................................12
Void Delivery ..........................................................................................................13
Void Invoice .............................................................................................................13
Customer Allocation ................................................................................................14
Sales CRM ........................................................................................................................18
Add Sales ................................................................................................................18
View All Sales .........................................................................................................15
Sales Activities ........................................................................................................16
Sales Settings .........................................................................................................17
Inquiries & Reports ............................................................................................................17
Sales Quotation Enquiry .........................................................................................17
Sales Order Enquiry ................................................................................................18
Delivery Notes .........................................................................................................19
Invoice Transactions ...............................................................................................20
Customer payment Enquiry ....................................................................................20
Customer Transaction Enquiry ...............................................................................21
Credit Note Enquiry .................................................................................................22
Customer and Sales Reports............................................................................................23
Aged Customer Analysis.........................................................................................23
Category wise Aging report.....................................................................................23
Customer Balances .................................................................................................24
Customer Detail Listing ...........................................................................................24
Salesman Listing .....................................................................................................25
Sales Summary Report ...........................................................................................28
Sales Register .........................................................................................................26
Target Analysis Period Wise ...................................................................................27
Target Analysis .......................................................................................................27
Sales CRM report....................................................................................................29
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Maintenance
Add and Manage Customers
1. Maintenance
1.1. Add and Manage Customers
This Page is used to view and enter the details of customers. The steps to be followed for doing the
same are elaborated below.
1. Go to Sales > Maintenance > Add and Manage Customers.
2. Screen appear as shown in Figure 1.1
3. Use Customer search for searching the customer
4. Click the pencil link to View and Edit the Customers already created.
5. For creating new customer details, fill data inside Add New Customer Box.
6. Click Save
7. Adding Customer is complete.
Figure 1.1
Customer Project/Job
1.2. Customer Project/Job
This Page is used to view and enter the details of customers Project/Job. The steps to be followed for
doing the same are elaborated below.
1. Sales > Maintenance > Customer Project/Job
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Figure 1.2
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Figure 1.3
Sales Persons
1.4 Sales Persons
This Page is used to view and enter the Sales Man details. The steps to be followed for doing the same
are elaborated below.
1. Sales > Maintenance > Sales Persons
2. Use Salesman Search for searching particular sales person details.
3. For creating new Sales Person details, fill data inside Add New Sales Man Box.
4. Click Save
5. Edit option is also available for Sales Person
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Figure 1.4
Sales Targets
1.5 Sales Targets (Sales Forecasting)
This Page is used to view and update the Sales Targets for particular sales person. The steps to be
followed for doing the same are elaborated below.
1. Sales > Maintenance > Sales Targets
2. First create forecasting period, then set the targets for the period related to customer.
3. Click Update Targets.
5. Edit option is also available for editing the forecasting period.
Figure 1.5
Sales Area
1.6 Sales Area
This Page is used to view and add the Sales Area. The steps to be followed for doing the same are
elaborated below.
1. Sales > Maintenance > Sales Area
2. Add Sales Area name.
3. Click Save.
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Figure 1.6
Store Location
1.7 Store Location
This Page is used to view and add the Store Location for inventory. The steps to be followed for doing
the same are elaborated below.
1. Sales > Maintenance > Store Location
2. Use Location Search for searching the location details.
3. Add new location by entering the location details such as location code, location name, location
contact etc.
4. Click Save.
5. Edit option is also available for editing the existing location.
Figure 1.7
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Transactions
Sales Quotation Entry
2.1. Sales Quotation Entry
This is the Page used to enter Sales Quotation. The steps to be followed for doing the same are explained
below.
1. Sales > Transactions > Sales Quotation Entry
2. Choose Customer from Drop down list, the other details are automatically generated
3. Select the Quotation Date
4. Choose the item and add Quantity, selling price, Discount(%).
5. Click Save
6. Sales Quotation Enquiry Entry is complete.
Figure 2.1
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8. Click Save
9. Sales Order Creation is complete.
Figure 2.2
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Figure 2.3
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Figure 2.4
Customer Receipt
2.5. Customer Payment
This is the Page used to enter Customer Payment. The steps to be followed for doing the same are
explained below.
1. Go to Sales > Transactions >Customer Receipt
2. Screen appears as shown in Figure
3. Choose Customer from the drop down list, the other details are automatically generated.
4. Choose an invoice, or multiple invoices from the grid.
5. Choose Payment Mode, Bank name, Bank Charge, discount, paying amount.
6. Click Save
7. Customer payment is complete.
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Figure 2.5
Figure 2.6
5. For viewing the specific credit note click the credit note button.
6. Next Page will appear it is shown in Figure 2.6.a
7. Enter the Return Quantity
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Figure 2.6.a
Void Delivery
2.7. Void Delivery
From this page we can void delivery.
Void Invoice
2.8. Void Invoice
From this page we can void invoices and also corresponding delivery.
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Figure 2.7
Customer Allocation
2.8 Customer Allocation
This is the Page used to allocate Customer who have made advance/over payment. The steps to be
followed for doing the same are explained below.
1. Go to Sales > Transactions >Customer Allocation
2. Screen appears as shown in Figure
Figure 2.8
3. Then click allocate button, it will redirect to the next page, which shown as below
4. Enter amount to allocate and save.
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Figure 2.8.a
Sales CRM
3.1. Add Sales
Lead represents the first contact with a client to be qualified. And it will keep the sale
created date, sale source, target, status, description etc.
1. Go to Sales > Sales CRM >Add Sales
2. Screen appears as shown in Figure
Figure 3.1
3. Edit option is also there to edit particular sale.
Figure 3.2
Sales Activities
3.3 Sales Activities
From this page we can add various activities related to sales.
1. Go to Sales > Sales CRM > Sales Activities
2. Screen appears as shown in Figure
Figure 3.3
3. Add activity related to a lead (such as meeting with the client).
4. Add attachment option is available for attaching documents related to particular activity.
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Sales Settings
3.4 Sales Settings
This page is the maintenance page for CRM.
1. Go to Sales > Sales CRM > Sales Settings
2. Screen appears as shown in Figure
Figure 3.4
3. Add sales status, such as attempted to contact, contact in future etc.
4. Add sales sources, such as attempted to advertisement, employee referral etc.
Figure 4.1
Figure 4.2
Figure 4.3
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Figure 4.4
Figure 4.5
2. If need a specific Customer, which will filter all the transactions by customer
3. For finding or searching a specific transaction, choose that Type from the dropdown
With from date & end date
4. For viewing details, click the Reference link.
Figure 4.6
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Figure 4.7
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Figure 4.8.1
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Figure 4.8.2
Customer Balances
4.8.3 Customer Balances
This is the Page used to show the customer balances. That is outstanding amount based on the item
category and customer.
1. Go to Sales > Inquiries and Reports >Customer Balances
2. We can filter data based on customer, Project/Job, From Date and To Date.
3. For Printing Purpose, click print button
Figure 4.8.3
2. Activity Greater Than and Activity Less than field allows us to extract data based on their transaction
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amount.
3. For Printing Purpose, click print button
Figure 4.8.4
Salesman Listing
4.8.5 Salesman Listing
This is the Page used to show the salesman details with their sales.
1. Go to Sales > Inquiries and Reports >Salesman Listing
2. We can filter data based on salesman, From Date and To Date and it will show the sales invoices.
3. While checking the show balance checkbox it will only show the balances without showing the invoices.
4. For Printing Purpose, click print button
Figure 4.8.5
Sales Summary
4.8.6 Sales Summary
Though this report we can see the summary of sales.
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2. We can filter data based on sales area, customer, Project/Job, From Date and To Date.
3. Then by checking no zero value checkbox we will get data without showing the zero values and by
checking only balances we will get all the balances including zero.
4. For Printing Purpose, click print button
Figure 4.8.6
Sales Register
4.8.7 Sales Register Report
This is the report is used to show the sale amount within a fiscal year
1. Go to Sales > Inquiries and Reports >Sales Register Report
2. We can filter data based on fiscal year.
3. For Printing Purpose, click print button.
Figure 4.8.7
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4. By clicking the month we can see the sales happened on that particular month.
Figure 4.8.7.a
2. By selecting particular salesman we can see their target, achievement and performance
3. Graphical representation is also showing in this report.
Figure 4.8.8
Target Analysis
4.8.9 Sales Forecast Period
From this page we can create a particular period and generate the sales man report (which showing their
target, achievement and performance) in that particular period.
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Figure 4.8.9
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2. We can filter data based on sale owner. This will show the details such as sales owner name, sales
activity started date, Target, Sales Quotation to Invoice converted date and their amount, margin amount
and also the payment. That is we can see the entire process to achieve a particular sale.
3. For Printing Purpose, click print button
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