The Selling Module in LANA ERP is designed to streamline and automate the sales process, ensuring efficient management of customer transactions from initial contact through to payment. By integrating various sales-related functions, this module enhances operational efficiency and supports effective customer relationship management.
Quotations (also known as quotes or estimates) are formal documents provided to potential customers detailing the products or services offered, along with their prices and terms. These quotations serve as a foundational component in the sales process, enabling businesses to present tailored offers to clients and paving the way for successful transactions.
A Sales Order is a document generated after a customer confirms their intent to purchase products or services, detailing the items, quantities, agreed-upon prices, and delivery terms. It serves as a formal agreement between the business and the customer, initiating the order fulfillment process.
● Sales orders are created based on customer quotations or direct orders, capturing essential details such as customer information, product specifications, quantities, and delivery schedules.
● sales orders can be confirmed and communicated to customers, providing assurance and clarity on the order details.
A sales invoice is a document issued by a seller to a buyer, detailing the products or services provided, quantities, agreed-upon prices, and total amount due. It serves as a formal request for payment and is integral to the order-to-cash process.
A delivery note is a document accompanying goods during transit, detailing the items being delivered. It serves as a proof of delivery and is essential for inventory management, ensuring that the quantities and types of goods received align with the order specifications.
● Delivery notes facilitate real-time updates to inventory levels within the ERP system, reflecting the receipt of goods.
● They assist in identifying and resolving discrepancies between ordered and received items, ensuring inventory accuracy.
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