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Similar to Sales Management in Open ERP
Similar to Sales Management in Open ERP (20)
Sales Management in Open ERP
- 2. Sales Management: 1. In Main menu Sales Click on Sales order To create new sales order click on New.
- 3. 2. New sales order form opens, Select customer details -> In Sales order lines -> click on New , a pop-up window appears.
- 4. 3. Select product details ,required quantity, unit price ,discount, add tax and then click on S ave & Close .
- 5. 4. Click on Compute to calculate Total and Taxes
- 6. 5. Click on Confirm order , status of the sales order changes to I n progress.
- 7. 6. In Main menu bar -> Warehouse -> Warehouse management, click on Delivery Orders.
- 8. 7. Edit the Delivery order which is in Confirmed state, related to the Sale Order generated.
- 9. 8. Click on Check Availabilty if Products are available in the stock or else click on Force Availabilty .
- 10. 9. Next Click on Process button. A Pop-up window appears to Process Products.
- 11. 10. Next click on Validate in Products to Process Window.
- 12. 11. The Status of the Delivery Order Changes to Done.
- 13. 12. Next Save the Delivery Order. Click on Create Invoice to create Customer Invoice.
- 14. 13. Create Invoice Pop-Up window appears on the screen. Select the Journal, Invoice Date and click on Create.
- 15. 14. A Customer invoice is generated in Draft State .
- 16. 15. Next click on Pro-form and Validate . The status of the Customer Invoice changes to Open. Next Click on Payment .
- 17. 16. Pay Invoice form appears. Select the Payment Method , Date and enter Payment Reference . Next click on validate.
- 18. 17. Finally, status of the Pay invoice form changes to Posted.
