Sales

What is Purchase Order ?

The Purchase Order is the Invoice raised by the Supplier to the Customer on a particular product.

(OR)

A Purchase Order  is a commercial document officially offered by a customer(admin in system) to a supplier indicating types, quantities, and agreed prices for products.

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Proposals

For Customers panel, we manage the modules for providing them to only respective modules they need. So the customers can access only those modules which you provide the modules in customer panel.

Proposals:

They don’t have permission to access the Creation, deletion operations for Customer.

On the Proposals list page you’ll see a table with the columns below:

Proposal no #: The number of the proposal.

Client/Customer Name: The name of the client.

Amount: The total amount of the proposal.

proposal Status: The current status of the Proposal (Delivered, Accepted, Rejected, On-hold, Lost, Dead)

Title: The name of the Proposal.

Proposal Publish Status: Status of Proposals whether it is sent/draft or not.

Proposal date: Date of the proposal created.

Due Date: The date the payment is due.

After adding the proposal , it is added to list and also here we have Proposal  which are Converted to Invoice and quotes by naming with Invoiced and Quoted respectively.

Click on View, for to redirect the Proposals list to View page.

Proposal Summary:

In the Proposals page, we can find the Proposals Filter and Summary for to know the complete details of all the existing Proposals .

The dashboard provides the information below:

Total Proposals : Total number of Proposal.

Accepted: Number of Proposals Accepted.

Delivered: Number of Proposal Delivered.

Rejected: Number of Proposal Rejected.

By clicking on Accepted Proposal, it filtered and shows only Accepted Proposal . And also same for remaining Delivered, Rejected proposal respectively.

This will show Proposal status.

For here also we have two types of Summaries like Progress and Circle. We can Filter the Proposal by searching with manual entry.

Proposal View:

Here we can view the Proposal Number, Proposal status, Customer address, Proposal details,Authorised signature.

Add New Proposal:

To Add new proposalgo to Sales -> Proposals and click on the button Add new proposal.

The Proposal Creation page is shows as follows:

Customer: Click on the Customer field. Select the relevant Customer from the Customer list.

Currency: Proposal currency. If you select customer’s default currency, the selected customer’s currency will be used. Otherwise, we can change the currency as we need.

Proposal Status: Status of proposal whether it is sent/draft or not.

Sale Agent: Click on the Sale agent field. Select the relevant Sale agent from the Sale agent’s list.

Address and Delivery Address: Proposal should be delivered to which address.

Title: Proposal Title. Eg: Silver steels.

Proposal Prefix/Quantity: These will show default from Proposal Settings.

Proposal  No: Auto assigned proposal number.

Reference: Reference number of Proposal .

  • Item/Product: This is the name of the item you are billing for. You can either enter the details manually, or start typing and pick the items.
  • Quantity: The number of units being charged.
  • Unit Price: The amount you charge per unit of items.
  • Tax Rate: To apply tax to the item, click on the Tax field and select the relevant tax from the drop-down list.
  • Discount: This is the discount percentage/value you need to apply for the particular item.
  • Description: Add more information about the item. This will help the customer better understand the job completed, and is also useful for your own reference

For some fields, we have + icon symbol for to add directly from here to those respective modules.

The Client and Admin Notes, Terms & Conditions are default shown while creating the Proposal . These are placing from Proposal Settings.

Proposal Actions:

Here the number of actions can perform for respective Proposal to make changes/view in perspective manner.

We have common features when compared with Invoices and quotes so go through Invoice/Quotes View page for to know respective details.

Convert to Invoice: The Proposal will converts to Invoice and make the payment.

After Converting Proposal to Invoice, then click on View we can easily notice that the Proposal  is converted by showing the following details.

More: Proposal Tasks, Reminders, Notes about the respective proposal to follow them until the payment has done from Customer.

 

 

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Contracts

The Contract provides an agreement service to make the process of creating a new project to be assigned. It generates Agreements, Quotes and other documents that ensure accuracy and compliance with an intuitive guided creation flow, Avoid mistakes by using pre-approved templates, easily edit and change terms.

CONTRACTS:

On the Contracts list page, the tabular representation with columns below:

Contract no #: The number of the contract.

Client/Customer Name: The name of the client.

Amount: The total amount of the contract.

Contract Status: The current status of the contract(Delivered, Accepted, Rejected, On-hold, Lost, Dead)

Title: The name of the contract.

Contract Publish Status: Status of contractwhether it is sent/draft or not.

Contract date: Date of the contract created.

Due Date: The date the payment is due.

Click on View, for to redirect the contract list to View page.

Contract Summary:

In the contracts page, we can find the contracts Filter and Summary for to know the complete details of all the existing contracts .

The dashboard provides the information below:

Total Contracts: Total number of contract .

Accepted: Number of contracts Accepted.

Delivered: Number of contracts Delivered.

Rejected: Number of contracts Rejected.

By clicking on Accepted Proposal, it filtered and shows only Accepted contract. And also same for remaining Delivered, Rejected proposal respectively.

This will show contracts status.

For here also we have two types of Summaries like Progress and Circle. We can Filter the Proposal by searching with manual entry.

Contract View:

Here we can view the contract Number, contract status, Customer address, contract details, Authorised signature.

Add New Contract:

To Add new contract go to Sales -> Contract and click on the button Add new contract.

The contract Creation page is shows as follows:

Customer: Click on the Customer field. Select the relevant Customer from the Customer list.

Currency: Contract currency. If you select customer’s default currency, the selected customer’s currency will be used. Otherwise, we can change the currency as we need.

Contract Status: Status of contract whether it is sent/draft or not.

Address and Delivery Address: Contract should be delivered to which address.

Title: Contract Title. Eg: Silver steels.

Contract Prefix/Quantity: These will show default from Contract Settings.

Contract No: Auto assigned contract number.

Reference: Reference number of contract .

For some fields, we have + icon symbol for to add directly from here to those respective modules.

The Client and Admin Notes, Terms & Conditions are default shown while creating the contract . These are placing from Contract Settings.

Contract Actions:

Here the number of actions can perform for respective contract to make changes/view in perspective manner.

More: Proposal Tasks, Reminders, Notes about the respective proposal to follow them until the payment has done from Customer.

 

Proposals

Proposals:

They don’t have permission to access the Creation, deletion operations for Customer.

On the Proposals list page you’ll see a table with the columns below:

Proposal no #: The reference number of the proposal.

Client/Customer Name: The name of the client or customer.

Amount: The total amount of the proposal to be paid.

Proposal Status: The current status of the Proposal (Delivered, Accepted, Rejected, On-hold, Lost, Dead)

Title: The name of the Proposal.

Proposal Publish Status: Status of Proposals whether it is published/draft or not.

Proposal date: Date of the proposal to be created.

Due Date: The date of the payment is due.

After adding the proposal to the list, we can view all the proposals at a glance with respect to their fields which facilitate with quick search. Perhaps, These proposals are Converted to Invoice and quotes by naming with Invoiced and Quoted respectively.

Click on View that redirects the Proposals list to View page for a brief description of the proposal.

Proposal Summary:

In the Proposals page, we can find the Proposals Filter and Summary in order to know the complete details of all the existing Proposals.

The dashboard provides the information below:

Total Proposals : Total number of Proposal.

Accepted: Total number of Proposals Accepted.

Delivered: Total number of Proposal Delivered.

Rejected: Total number of Proposal Rejected.

By clicking on Accepted Proposal, Delivered proposal and Rejected Proposal are filtered and shows the status in the list with respect to their proposal.

Here, we have two types of Summaries like Progress and Circle. We can Filter the Proposal by searching with manual entry.

Proposal View:

We observe the following attributes in the proposal view:

Proposal Number: The reference number of the proposal.

Proposal status: It shows the status of the proposal to be accepted/Rejected/Delivered.

Customer address: The details of the customer’s address.

Proposal details: It shows the proposal date, proposal expiry date, sale agent and grand

Authorized signature: The Signature of Authority.

Add New Proposal:

To Add new proposal go to Sales -> Proposals and Click on the button Add new proposal.

The Proposal Creation page is showing as follows:

Customer: Click on the Customer field. Select the relevant Customer from the Customer list.

Currency: Proposal currency. If you select a customer’s default currency, the selected customer’s currency will be used. Otherwise, we can change the currency as we need.

Proposal Status: Status of proposal whether it is sent/draft or not.

Sale Agent: Click on the Sale agent field. Select the relevant Sale agent from the Sale agent’s list.

Address and Delivery Address: Proposal should be delivered to which address.

Title: Proposal Title. Eg: Silver steels.

Proposal Prefix/Quantity: These will show default from Proposal Settings.

Proposal  No: Auto assigned proposal number.

Reference: Reference number of Proposal.

  • Item/Product: The product name can be either manually typed or picked from the listed options.
  • Quantity: The number of units being charged.
  • Unit Price: The amount you charge per unit of the items/products.
  • Tax Rate: It can be applied to the product by selecting the relevant tax from the drop-down list.
  • Discount: It can be applied to any particular item either as a percentage or a fixed value.
  • Description: Additional information about the item/product. This will help the customer to understand the product’s features in a better way.

The ‘+‘ icon symbol beside some fields allows you to directly add the particular’s through a Pop-up menu to their respective modules.to add directly from here to those respective modules.

The Client and Admin Notes, Terms & Conditions are default shown while creating the Proposal. These are placing from Proposal Settings.

Proposal Actions:

These are actions that can be performed on the particular proposal to make changes/view as per the requirements.

(i) Edit

(ii)Email

(iii) SMS

(iv) Mark As

(v)Convert to

(vi) More

(vii) Preview

(viii) Clone

(ix) Upload

(x) PDF

(xi) Print

We have common features when compared with Invoices and quotes so go through Invoice/Quotes View page to know respective details.

(i) Edit button allows to edit the content of the proposal.

(ii) & (iii) Sending of EMAIL/SMS related to Invoice can be done by clicking on the Email/SMS buttons, which sends the status of Invoice through Email/SMS.

(iv) Mark As:

Status of a payment such as,

  • Paid
  • Unpaid
  • Partially Paid
  • Cancelled can be managed manually in this field as per the admin.

(v)Convert to Invoice: The Proposal will converts to Invoice and make the payment.

(vi) More: We can create New Task, Reminder and Notes about the respective invoice to follow them until the payment has done from Customer.

  • Task: The process of assigning tasks to a recurring invoice which are integrated between product and customer.
  • Reminder: It helps admin to keep track of customer’s payments, Interests, and Purchases to remind the customer by Employee about the due payments, new arrivals, etc.
  • Notes: Notes related to particular Invoice.

(vii) Preview: Basic view of Invoice before confirming the action.

(viii) Clone: To create a duplicate for the invoice.

(ix) Uploads: Files of specified formats can be attached to the invoice if required.

(x) & (xi) PDF/Print: Admin can  View/Download/Print the Invoice.

After Converting Proposal to Invoice, then click on View we can easily notice that the Proposal is converted by showing the following details.

Similarly, After Converting Proposal to Quote, then click on View we can easily notice that the Proposal is converted by showing the following details.

The following screenshots describe the conversion of the proposal into quotations.

 

 

 

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Credit Notes View and its Actions

Credit Notes View:

Credit notes number is taken automatically/manually by generating from Master Settings–>Credit notes Settings.

In the invoices list page, the following tabular data with the below-listed columns is displayed:

Credit Notes #: The number of the credit notes is generated from Credit Notes Settings automatically.

Credit Notes date: Date of the credit notes created.

Client/Customer Name: The name of the client is reflected in Contact Management.

Credit Notes Status: credit notes status field allows the admin whether to Published/Draft the credit notes to the customer. If the credit notes status is published then it will be displayed in the Customer’s panel and if the status is Draft it won’t be visible in the customer’s panel.

Title: The name of the credit notes.

Reference: Reference number.

Amount: The total amount of the credit notes.

 

The Credit notes number, Customer address, credit notes details, Payment method, Authorised signature, and Transactions ( Pending, Success, Cancelled ) can be viewed in this page

The Client and Admin Notes, Terms & Conditions are displayed by default while creating the credit notes which are reflected from Credit Notes.

Credit Notes Actions:

These are actions that can be performed on the particular Credit notes to make changes/views as per the requirements.

Edit:  Edit button allows to edit the content of the credit notes.

Make Payment: Refund can be done directly independent of pending invoices.

Apply to Invoice: By clicking on this button, credit notes will be applied for the Invoice.

All the pending invoices are displayed so that the admin can either deduce the credits from them or can refund them directly.

Mark As:

  • Open: Manually, mark the credit notes as open. Then its status is open.
  • Closed: If the credits are refunded then its status is closed.

Preview: To view the basic details of credit notes.

Uploads: Files of specified formats can be attached to the credit notes if required.

PDF/Print: Credit notes can be downloaded/Printed.

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