Overview

This article provides a step-by-step introduction to the Selling module, its key features, and how it can benefit your business.

1. Overview of the Selling Module

The Selling module in iVendNext is a centralized platform that manages all aspects of your sales process, from generating quotations to delivering goods and collecting payments. It integrates seamlessly with other modules like inventory, accounting, and customer management, ensuring real-time updates and accurate financial records.

Key Features of the Selling Module

• Quotations: Generate and send quotes to potential customers, which can later be converted into Sales Orders.

• Sales Orders: Create, manage, and track Sales Orders from initial inquiry to delivery.

• Invoices: Issue and manage sales invoices, including handling payments and managing accounts receivable.

• Customer Management: Maintain detailed records of customers, including contact information, transaction history, and credit limits.

• Reports and Analytics: Access detailed reports on sales performance, revenue, and customer trends to make informed business decisions.

2. Navigating the Selling Module Interface

The Selling module is designed with a user-friendly interface, making it easy for first-time users to navigate and perform tasks efficiently. Here’s a quick guide to the main sections:

2.1 Home Screen

• Quick Access Menu: From the Home screen, you can quickly access key selling transactions like Quotations, Sales Orders, and Invoices.

• Dashboard: The dashboard provides an overview of your sales performance, including pending orders, delivered items, and invoiced amounts.

2.2 Selling Transactions

• Quotations: Create and send quotes to customers. You can convert quotations into Sales Orders with a single click.

• Sales Orders: Manage all your sales orders in one place. Track the status of each order, from creation to delivery.

• Invoices: Generate and manage invoices for completed sales orders. Track payments and manage accounts receivable.

2.3 Customer Management

• Customer Records: Maintain detailed records of your customers, including contact information, transaction history, and credit limits.

• Customer Groups: Organize customers into groups for easier management and targeted marketing.

3. Key Benefits of Using the Selling Module

The Selling module offers several benefits that can significantly improve your sales operations:

3.1 Streamlined Sales Process

• The module automates many aspects of the sales process, reducing manual effort and minimizing errors.

• From generating quotations to delivering goods and collecting payments, every step is streamlined for efficiency.

3.2 Real-Time Inventory Updates

• The Selling module integrates with the inventory module, ensuring that stock levels are updated in real-time as sales orders are processed.

• This helps in avoiding stockouts and overstocking, ensuring optimal inventory management.

3.3 Enhanced Customer Relationship Management

• With detailed customer records and transaction history, you can provide personalized service to your customers.

• The module also allows you to set credit limits for customers, reducing the risk of bad debts.

3.4 Comprehensive Reporting and Analytics

• Access detailed reports on sales performance, revenue, and customer trends.

• Use these insights to make informed business decisions and identify areas for improvement.

4. Getting Started with the Selling Module

4.1 Prerequisites

Before you start using the Selling module, ensure that you have set up the following:

• Customers: Add your customers to the system with their contact information and credit limits.

• Items: Add the products or services you sell, along with their pricing and inventory details.

• Price Lists: Set up price lists for different customers or regions, if applicable.

4.2 Creating Your First Sales Order

1. Navigate to Sales Orders: Go to the Home screen and click on the Sales Order shortcut.

2. Select Customer: Choose the customer for whom you are creating the Sales Order.

3. Add Items: Enter the items and quantities to be delivered. The system will automatically populate the rates if they are predefined.

4. Set Delivery Date: Specify the delivery date for the order.

5. Save and Submit: Save the Sales Order as a draft or submit it directly to the system.

5. Important Sections of a Sales Order

When creating a Sales Order, you will come across several sections that are crucial for accurate order processing:

5.1 Details Section

• Customer Information: Name, contact details, and billing address.

• Delivery Date: The date by which the order should be delivered.

• Order Type: Specify whether it’s a standard Sales Order, Maintenance Order, or from an online Shopping Cart.

5.2 Terms Section

• Payment Terms: Define the terms of payment, such as advance payment or payment upon delivery.

• Shipping Rules: Set the cost of shipping based on distance or other factors.

5.3 More Info Section

• Campaign: Link the Sales Order to a specific sales campaign.

• Source: Specify the source of the order, such as a lead, campaign, or existing customer.

• Project: Link the Sales Order to a specific project for better tracking.