Sales Overview
The system is designed to be flexible around how orders are fulfilled.
Once an order is inputted, you are able to create related picklists, deliveries and invoices.
The full sales flow is summarised as follows:
Quote > Proforma > Order > Picklist > Delivery > Invoice
Only the Order and Invoice stages are mandatory, all other stages are optional.
You can have many Picklists, Deliveries and Invoices to a single order.
When inputting an order into the system, you can choose the Type:
Quote: for sending prices to a customer. This is not a commitment to purchase.
Proforma: once a customer has accepted the quoted prices, this is a request for payment before an order is fulfilled.
Order: this is a commitment to purchase and requires you to allocate and fulfill the order.
You can input an Estimated Carriage into an order for your customers to see. However, no carriage will entered into an invoice until you raise a delivery against the order.
When at the Order stage, you must allocate stock before you can proceed.
For each line, you can click Allocate and the system will present all available batches to you ordered by oldest batch first.
Alternatively, you can click Allocate All and the system will automatically choose the oldest batches first.
From here, you can choose to Raise Picklist, Raise Delivery, or Raise Invoice
You may choose to raise a Picklist for your order.
On this screen you will be presented with all the allocated units that must be picked, sorted
As you pick each item, you can click Mark Picked to see mark your progress.
Alternatively, you can print the picklist to complete 'offline', return to the system later and choose Pick All.
From here, you can choose to Raise Delivery, or Raise Invoice.
You may choose to raise a Delivery for your order.
On this screen you can record the cost of Carriage alongside supporting information such as the Haulier, or Tracking Number.
Once a delivery has been collected by your haulier, you can Mark Shipped each line, or choose to Ship All.
From here, you can Raise Invoice
Finally, to complete an order, you must Raise Invoice.
Invoices are collections of orders that have been fulfilled.
Any related deliveries will have their carriage costs pulled into the invoice.
If a delivery is determined to be an export (via the delivery address' country code) then the system requires Incoterms to be set before an invoice PDF can be generated.