Sales

Sales module allows you to define and manage your sales workflow from creating sales quotations to invoicing your customers. You can create, modify and keep track of sales documents to monitor and analyze your sales cycle. It is easy to make a next step in the sales process as documents can be created with reference to preceding documents comprising the sales workflow.
 
Sales module includes: 
 
  • Price List
  • Quotation
  • Sales order
  • Delivery
  • Proforma Invoice
  • Invoice
  • Credit note
  • Invoice generator
  • Invoice export
  • Customer
Preconditions 
 
Before creating sales documents, it is necessary to add the following relevant data to the system which is handled by other Codejig ERP modules:
  • Create customers and provide all necessary data about them (Company directory, CRM module or Customer directory, Sales module)
  • Activate currencies you intend to use for sales activities (Currency directory, Banking module)
  • Enter exchange rates (Currency exchange rate directory, Banking module)
  • Create bank accounts (Bank account directory, Banking module)
  • If your company is registered for VAT in one or several countries, create VAT registration documents to represent each registration in the system and enable VAT functionality (VAT number directory, VAT module)
  • Enter VAT rates effective in countries where you are registered for VAT (VAT rate directory, VAT module)
  • Create items and enter all necessary data about them (Item directory, Inventory module)
  • Select an inventory valuation method to be used (My company settings, Settings module)
  • Allow or forbid negative balances in the system (My company settings, Settings module)
  • Allow or forbid the sale of reserved items (My company settings, Settings module)
  • Enable or disable multiple warehouses in the system (My company settings, Settings module)
  • Enable or disable the use of warehouse sections in the system (My company settings, Settings module)
  • Create warehouses to be used if multiple warehouses are allowed (Warehouse directory, Inventory module)
  • Select a default warehouse if multiple warehouses are allowed  (My company settings, Settings module)
  • Create warehouse sections for available warehouses if the use of warehouse sections is allowed in the system (Warehouse directory, Inventory module)
  • Enable or disable multiple profit centers in the system (My company settings, Settings module)
  • Create profit centers if multiple profit centers are allowed (Profit center directory, Settings module)
  • Select a default profit center if multiple profit centers are allowed (My company settings, Settings module)
 To go to Sales module:
 
  • On the Codejig ERP Main menu, click the Sales tab.
 
More information
Sales Process
My Company Settings
Company
Item
Warehouse
Currency
Currency Exchange Rate
Bank Account
VAT Number
VAT Rate
Profit Center