SigzenERP - Master the Sales Process_ From Quotation to Payment

Welcome to the Sigzen ERP Tutorial on Completing the Sales Process! This video is perfect for users who want a clear, step-by-step guide on managing quotations, sales orders, and payment entries within the ERP system. Whether you&new to ERP or looking to optimize your sales process, this tutorial will provide you with everything you need to know. In This Tutorial, You&Learn: Creating a Quotation: Learn how to create and submit a customer quotation by adding key details such as the customer&name, product information, and pricing. Generating a Sales Order from a Quotation: Discover the steps to generate a sales order from an approved quotation, set delivery dates, and ensure all information is accurate. Creating a Delivery Note: Find out how to confirm the dispatch of goods by creating a delivery note that matches the sales order. Generating a Sales Invoice: Follow along as we guide you through the process of generating a sales invoice after delivery, including adding customer and product details. Creating a Payment Entry: Learn how to finalize the sales process by selecting the appropriate payment mode and verifying payment details before processing the payment entry. Key Features Highlighted: Streamlined Sales Workflow: A comprehensive walkthrough of each sales step, from quotation to payment receipt, ensuring you manage your sales seamlessly. Automated Invoice and Payment Processing: Understand how to save time by automating invoice creation and payment tracking directly...