Sales Management System

SOFT GLOBAL TECH – BUSINESS MANAGEMENT SYSTEM
SOFT GLOBAL TECH

ERP PROJECT
BUSINESS MANAGEMENT SYSTEM
CHAPTER 1
Release v1.1 dated 05-July-2021
Page 1 of 13
TABLE OF CONTENTS
1 INTRODUCTION 3
1 CUSTOMER CENTER 4
2 QUOTATION 5
3 SALES ORDER 6
A. CREATING NEW SALE ORDER 8
4 SALE INVOICE 9
A. SALE INVOICE SELECTION 9

B. SALE INVOICE FINANCIAL TRANSACTION 10
5 CUSTOMER PAYMENT 11
6 SALE RETURN 12
Page 2 of 13
1 Introduction
Companies often use a set of processes to complete the tasks and activities that occur in their business
every day. Dispatch processing also known as order fulfillment in the business environment is one of
these activities. This process is often a system of steps repeated to fill customer Dispatch. Dispatch
processing systems feature tasks that often include the picking, packing and shipping of products to
consumers. A company typically completes these activities in its warehouse or a similar setting. This
system can also include handling customer questions, returns or other issues. Sales Dispatch
processing is considered as an important function in any business organization. Every organization is
interested in important function in any business organization. A very wide variety of sales dispatch
processing systems are in use in a number of business organization. The objective and scope of the
sales dispatch processing system are governed by the type of organization, the market environment
as well as the nature of the product and marketing organization. Sales dispatch processing system has
considerable interfaces with many other application systems. Sales dispatch processing system has
interface with financial accounting system or accounts receivables system in respect of credit control.
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1 Customer Center
Customer Center contains all the information for the customer you or your company does business
with. You can also view specific transactions by clicking Transactions just above the customer list. To
view all quotation, Sales orders and invoices for a specific customer, click a customer’s name in the
supplier list and then click Transactions just above the Customer list. You can add a new Customer
by clicking new customer above the customer list.
New Customer creation will be done in following manner:
 Enter Customer Name

 Enter Company Name
 Enter Name
 Enter Job Title
 Enter SSN
 Enter Contact Numbers and Email
 Enter Bill/Ship Customer Address
 Enter Payment Information
 Enter Tax Setting
 Enter Opening Balance and Date
To modify or enter an opening balance, select option for opening Balance.
Page 4 of 13
2 Quotation
Following page is used to create Sale Orders, received from customer.
Customer
Customer can be select from customer page. New customer can be create/Update through
customer page. All active customer will be load in customer dropdown.
Drop Ship To
Customers will be load in this drop down with address.
Item Selection
All active items will be load here. Item can be create/update through item page. Select Item,
system will display item details
Rate
Item sale rate will auto get. Item sale rate can be define in item page. User can update rate in sale
order.
Page 5 of 13
Save and Close

By clicking button system will save the sale order and close the screen.
Save and New

By clicking button system will save the sale order and page will be refresh for new
transaction.
3 Sales Order
Sales Order as an external document which mentioned customer and sales quantity for a given
customer, is a valuable document for operations. Sales order forms generally indicate that no
additional production effort will be applied to the product. User can create Sales Order using the
customer center screen.
Following page is used to create Sale Orders received from customer. Sale orders can be created,
modified and displayed via various transaction number. To create a Sale order, you need a
Customer, the Item code, the quantity required, and the delivery date. The prices and conditions
would be populated from the already maintained condition records. A Sale order can be created
by entering each value manually or by referencing an existing Sale order.
Customer
Customer can be select from customer page. New customer can be create/Update through
customer page. All active customer will be load in customer dropdown.
Page 6 of 13
Drop Ship To
Customers will be load in this drop down with address.
Item Selection
All active items will be load here. Item can be create/update through item page. Select Item,
system will display item details
Rate
Item sale rate will auto get. Item sale rate can be define in item page. User can update rate in sale
order
Save and Close

Save and New

transaction.
Customer Message/Memo
User can add message and memo for save any description.
Transaction History
System will show transaction history of respective vendor. Logs will be also sow in this tab.
Page 7 of 13
a. Creating New Sale Order
Following page is used to create sale orders. All entries will be given unique SO No. PO creation
will be done in following manner:
1. From the left menu, select Sale Order
 Select SO Date
 Select drop Ship to from the list
 Select Customer
 Select Item, system will display details
 Enter Rate, Quantity, Customer Message
Click to save record. For next entry click to new the input fields. Click to create a copy or
make duplicate record. Click to print the sale order. Click for receive payment, By clicking this
button system will go to customerpayment page for receivng item in warehouse.
Sale order is a document no financial transactin will be post on save of sale order. Sale order will
be further load in invoice page on sale of goods.
Page 8 of 13
4 Sale Invoice
Sale of goods is when that company ships out those goods purchased from them by the businesses.
Dispatching is the part of inventory control that translates the paper work into actual inventory in
accordance with the details worked out under routing and scheduling functions. User can create Sale
Invoice using this screen.
From the left menu, select Sale Invoice
 Select SI Date
 Select warehouse to from the list
 Select Customer
 Select Item, system will display details
 Enter Rate, Quantity, Customer Message
a. Sale Invoice Selection

When user select customer system will open following pop up. Sale invoice can be create by
following selections.
1. Create Invoice from Quotation

2. Create Invoice from Sale Order
3. Create a new Invoice (For Direct Invoice)
Page 9 of 13
On selection of required type system will open respective transaction number to further proceed.
Save and Close

Save and New

transaction.
Calculate Tax
By clicking button system will calculate the according to defined tax setup. By clicking
this button system will process tax calculation on selected sale invoice and show the tax type and
amount in tax amount. Tax amount will be calculate against the selected customer.
Reset Tax Value

By clicking button system will refresh the tax calculation.
b. Sale Invoice Financial Transaction
GRN system postings generate actual receivable accounting that is integrated with FAS. System will
Post Following Account transaction on posting of sale invoice.
Example:
Sale of Inventory/Services Amount: 1000
Goods Receipt Note

Account Narration DR CR
Accounts Receivable Customer Account 1080 0
Inventory Asset Asset Account 0 1080
1080 1080
Page 10 of 13
5 Customer payment
Pending Bills can be rceive through this page. System will load all pending and due bills. You can
collect bill by selecting pending bills.
1. Go to “Customer Payment” from left menu.

2. Review the outstanding bills that need to be receive.
3. Select the bill you have to receive.
4. Select payment method
5. Select payment account
6. Select payment date
7. View payment details and click on “Pay Selected Bills” for save the record.
If you want view the bill, Select the respective bill and click “Go to Bill” button. System will
open bill, you can view and also can update bill.
Page 11 of 13
6 Sale Return
User can post sale return by using this page. For sale return
Select Customer
Select Date
System will load the sale invoices created on the selected date. User can return the goods
Page 12 of 13
Report Name Report Type
Sale Order Listings – By Customer/Items

Listings – By Items / Customer
Listings – By SO No
Listings – By SO Date
Item Sale Listings – By Customer/Items

Listings – By Items / Supplier
Listings – By Invoice No
Listings – By Invoice Date
Customer Payment Listings – By Customer

Listings – By Customer Payment No
Page 13 of 13

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SOFT GLOBAL TECH – BUSINESS MANAGEMENT SYSTEM

SOFT GLOBAL TECH

A. CREATING NEW SALE ORDER 8

A. SALE INVOICE SELECTION 9

New Customer creation will be done in following manner:

 Enter Customer Name

To modify or enter an opening balance, select option for opening Balance.

Save and Close

Save and New

Save and Close

Save and New

a. Creating New Sale Order

1. From the left menu, select Sale Order

From the left menu, select Sale Invoice

a. Sale Invoice Selection

1. Create Invoice from Quotation

Save and Close

Save and New

Reset Tax Value

b. Sale Invoice Financial Transaction

Goods Receipt Note

1. Go to “Customer Payment” from left menu.

Report Name Report Type

Sale Order Listings – By Customer/Items

Item Sale Listings – By Customer/Items

Customer Payment Listings – By Customer

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