ERP - Sales Introduction

Selling is the communication that happens with the customer prior to and during the sale. Which will provide you with quotation a sales order and items .

Quotation

A quotation is an estimated cost of the products/services you're selling to your future/present customer.

To create a quotation, you can either duplicate the template quotations or create new one. 

How to create quotation

1. Go to the Quotation list, click on New.

2. Select if the Quotation is to a Customer or a Lead from the 'Quotation To' field.

3. Enter Customer/ Lead name.

4. Enter a Valid until date, after which the quoted amount will be considered invalid.

5. Enter department If it is Event add event details 

6. If the pricing is not in ETB, choose the currency and insert exchange rate

7. Add customized service description 

8. Add the Items ( you can customize the item table) add quantities, description, no of days, and amount in the items table., and other important information

9. Add discount percentile if any

10. Add additional taxes and charges as applicable.

11. Add payment terms 50/50….

12. Modify payment term dates

13. Add terms and conditions from the template 

14. Add the signature from template

15. and save. After saving the quotation, it will be in draft until approval from department head

16. Submit for approval, and upon approval, submit the final quotation.

The submitted quotation can then be exported to PDF for emailing or printing. Use the Print Icon and then select the appropriate Print Format Template from the print preview window, then click the Print button to print to PDF or paper.

Status update - if won you can create a sales order and if it is lost add a reason for losing

Agency fee and Additional fee

If you want to add agency fee/ miscellaneous fee or other additional fees on the quotation go to your quotation and on the "Sales TAX and charges template"

1. Delete the tax row

2. From the template select additional fee + tax

3. Add the rate you are charging (5, 10 etc.) and it will automatically add the fee on the total in percentile

4. Add description add the type of payment you are adding ( agency fee, miscellaneous fee....)

Sales Order 

A Sales Order is a confirmation of an order from your customer.

It is usually a binding Contract with your Customer. Once your customer confirms the Quotation you can convert your Quotation into a Sales Order.

How To create sales order 

1. Open your submitted quotation .

2. Click on Create Sales Order.

3. Set the 'Delivery Date—applied to the whole order, and mandatory filed on the list 

4. Click "Save".

5. "Submit" to submit the Sales Order to the System.