ERP Orders and Sales Module Training
From customers and quotations to sales orders, delivery notes, invoices and sales reports.
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- Number of sessions7 items
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About this training
From customers and quotations to sales orders, delivery notes, invoices and sales reports.
- Customers and Customer Groups
- Price Lists and Pricing Rules
- Quotation
- Sales Order
- Delivery Note
- Invoicing and Collecting Payment
- Sales Reports
Training outline 7 lessons
1Customers and Customer Groups
1. Define customer groups (wholesale, retail, agent, etc.).
2. Create a Customer with name, type, group and currency.
3. Add addresses and contacts from their sections.
4. Set credit limit and payment terms if needed.
The video and file for this session will be added soon.
2Price Lists and Pricing Rules
1. Create a selling Price List.
2. Record each item's rate in Item Price.
3. Use a Pricing Rule to define discounts by quantity, customer group or date range.
4. Set the customer's default price list so it applies automatically on sales documents.
The video and file for this session will be added soon.
3Quotation
1. Create a Quotation and pick a customer or lead.
2. Add items, quantity and rate and set the validity date.
3. Choose terms and conditions from a template.
4. Print or email it.
5. When the customer accepts, create a Sales Order with one click.
The video and file for this session will be added soon.
4Sales Order
1. Create the Sales Order from a quotation or directly.
2. Set delivery date and warehouse.
3. Available stock is reserved.
4. After submitting, delivery and billing status are tracked on the order.
5. Hold or close the order if needed.
The video and file for this session will be added soon.
5Delivery Note
1. From the Sales Order click Create → Delivery Note.
2. Check delivered quantities; partial delivery is possible.
3. Submit to reduce stock.
4. For customer returns, create a return note.
The video and file for this session will be added soon.
6Invoicing and Collecting Payment
1. Create a Sales Invoice from the delivery or order.
2. Check payment terms and due date.
3. Submit and print or email it to the customer.
4. Allocate received money with a Payment Entry.
5. Follow overdue invoices in the receivable ageing report.
The video and file for this session will be added soon.
7Sales Reports
1. View Sales Analytics by customer, item, group or salesperson.
2. Check pending-delivery orders for warehouse planning.
3. Set the period and filters, then export.
The video and file for this session will be added soon.