Sales Cycle

1. Sales Order Creation

   • A Sales Order is created once the customer confirms their order.
   • This document tracks the items, quantities, delivery dates, and warehouse details.

2. Delivery Note

   • When items are shipped to the customer, a Delivery Note is generated against the Sales Order.
   • This confirms what has been delivered.

3. Sales Invoice

   • You can create a Sales Invoice either directly from the Sales Order or from the Delivery Note.
   • The system supports both flows depending on business needs.

4. Payment Entry

   • Payments can be recorded against either the Sales Order or the Sales Invoice.

5. Tracking & Status

   • From the Sales Order, you can track:
     • % Delivered (how much of the order has been shipped)
     • % Billed (how much has been invoiced)
     • Payment Status (linked to the Sales Invoice)

On receipt of confirmation of order from the customer, a Sales Order is created. When sales items are shipped to the customer, a Delivery Note is generated against the Sales Order. You can create a Sales Invoice from either the Sales Order or the Delivery Note.

From the Sales Order, you can track the complete order, including % delivered, % billed, and the payment status of the Sales Invoice.