Setting up the Sales module
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.