Sales Module Features

Sales Module has the following features :

  • RFQ s Received and Quotations
  • Sales Order (SO)
  • Shipment / Delivery Note
  • Sales / Customer Invoice

RFQ s Received and Quotations

  • RFQ s are received via E-Mail or Samooha messaging or can be created manually.
  • Based on the RFQ Received Quotation can be created automatically or manually and details like price, .. are entered by the sales person.
  • The completed Quotation can be printed or sent as a PDF via E-Mail or if the Customer is on-line in Samooha, it can be sent instantly.
  • A report can be generated displaying a list of quotations based on Product / Vendor / Between two dates.

Sales Order (SO)

  • Sales order can be created manually or from a quotation or automatically from Customer's Samooha Message.
  • When a product is selected, price will be set automatically based on the price list selected. Given the quantity, discount, tax, the total amount is calculated.
  • Once SO is approved, it can be printed or saved in different formats.
  • A report can be generated displaying a list of Sales Orders based on Product / Customer / Between two dates.

Shipment / Delivery Note

  • User can create Shipment from the Sales Order for pending items or from the Sales Invoice.
  • Once the Shipment is completed, Inventory and Accounts are updated automatically.
  • A report can be generated for the selected Shipment.

Sales / Customer Invoice

  • Sales Invoice can be generated from PO or GRN or manually.
  • A report can be generated displaying a list of invoices based on Product / Customer / Between two dates.