Sales Overview
Welcome to the Sales module of Accosis, your complete solution for managing all sales-related activities. This module is designed to facilitate your sales processes, from generating estimates to handling invoices and credit notes. Below, you'll find a detailed description of each feature available in the Sales menu:
Sale Dashboard
The Sale Dashboard offers a comprehensive view of your sales performance, including key documents like Estimates, Sales Orders, Sales Invoices, Delivery Challans, Cash Memos, and Credit Notes. It features the most recently created documents such as Estimates and Sales Orders, allowing merchants to efficiently manage and track sales activities from a single, centralized dashboard.
Estimate
The Estimate section allows you to create and manage sales estimates for your customers. Generate detailed cost projections, send them to clients for approval, and convert approved estimates into sales orders with ease. This feature helps you maintain transparency and improve customer satisfaction by providing accurate and timely quotes.
Sales Order
The Sales Order feature enables you to create, track, and manage sales orders efficiently. This section facilitates the smooth transition from customer agreement to order fulfillment. You can monitor order status, update details, and ensure timely delivery of products or services to your customers.
Sales Invoice
The Sales Invoice section helps you generate professional invoices for completed sales. Customize invoice templates, include necessary details, and send them to customers for prompt payment. This feature enhances your billing process and ensures accurate financial records.
Delivery Challan
The Delivery Challan section allows you to create and manage delivery challans for your shipments. These documents accompany your goods during transit, providing proof of delivery. This feature ensures that your logistics process is well-documented and helps in resolving any discrepancies that may arise during delivery.
Cash Memo
The Cash Memo feature is designed for generating cash memos for immediate sales transactions. This section is particularly useful for retail businesses and point-of-sale operations. It provides a quick and efficient way to document cash sales and issue receipts to customers.
Credit Note
The Credit Note section enables you to create and manage credit notes for returns or refunds. This feature helps you handle customer returns, issue refunds, and maintain accurate records of transactions. By managing credit notes effectively, you can ensure customer satisfaction and maintain transparency in your financial dealings.
Updated 7 months ago