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How to Sale works In ERP?

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In accounting modules, “Sales” refers to the revenue generated from the sale of goods or services provided by a business. The sales function is a crucial part of accounting and financial reporting, capturing the financial transactions related to these sales activities.

Sales Order #

A sales order is usually created after a quote is accepted by your customers and your items are ready to be shipped or delivered to your customers.

The workflow of a sales order in Erpisto is as follows:

  • Create a sales order which details the items that you are going to sell to your customers and their prices. Save it as a Draft.
  • Once the sales order is confirmed, convert it to Open.
  • Convert the sales order into an Invoice and send it to your customer.
  • If you have low stock of your items, you can convert your sales order to a Purchase Order.

 

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