Setting up the Sales module

This topic describes the stages in the sales process.

The stages in the sales process are:

  • Order Entry

    The lines of the order are entered on the system.

  • Order Acknowledgment

    The order is acknowledged to the customer.

  • Picking

    The items detailed on the order line are printed on a picking list, so the order can be made up for dispatch to the customer.

  • Picking Confirmation

    When the items have been picked, the order can be checked as being correct, or the amounts actually picked can be entered. These may differ from that originally ordered, for example, if the order has changed or if the full quantity ordered is not held in stock.

  • Dispatch

    The items are ready for sending to the customer and a dispatch note is produced to accompany the order.

  • Dispatch Confirmation

    The customer or carrier has received the order, signed and returned the dispatch note. The amounts dispatched can then be confirmed on the system.

  • Invoicing

    An invoice is produced for the order.

You can set up your sales module to use some or all of these stages for different types of transactions if appropriate, and you can specify in which order they are to be carried out.

Note: Where the pick and/or dispatch stages are present, the stage that creates the actual issue must be in a contiguous sequence with them, and should not be in the sequence before them.
Note: You cannot create a picking or dispatch stage without a document format, and you cannot remove the document format when amending the picking or dispatch stages.