Sales Management in Open ERP
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The document outlines the steps to manage sales orders, delivery orders, and invoices in Open ERP. It describes creating a new sales order, generating a delivery order from the sales order, processing and validating the delivery order, and creating a customer invoice to bill for the order and record a payment against the invoice. The process involves 17 main steps to complete a sales transaction from order to payment receipt in the Open ERP system.
![Fairfax, USA : 8301 Arlington Blvd , Suite T-04 Fairfax, VA 22031. PH :703 722 9131 Rama Mashetty E-Mail: sai@millenniumsoft.com Skype: rmashetty, PH: 703 338 4233 Peter Lynch E-Mail: peterl@gomillenniumsoft.com PH: 703 445 7131 Praveen S E-Mail: praveens@millenniumsoft.com Skype: praveen.millenniumsoft PH: 703 445 7131 Hyderabad, INDIA : Plot # 335, Road # 4, KPHB Hyderabad - 500 072, India Shakti Kumar Chouksey E-Mail: shakti@valuematrics.com Skype: shakti.kumar.chouksey Phone: +91 8886112334 Sushma K E-Mail: [email_address] Skype: sushmakonanki Office: 040-40061364 040-64544928](https://image.slidesharecdn.com/salesmanagementinopenerp-110712025851-phpapp01/85/Sales-Management-in-Open-ERP-19-320.jpg)
Sales Management in Open ERP
- 1. Sales Management In Open ERP
- 2. Sales Management: 1. In Main menu Sales Click on Sales order To create new sales order click on New.
- 3. 2. New sales order form opens, Select customer details -> In Sales order lines -> click on New , a pop-up window appears.
- 4. 3. Select product details ,required quantity, unit price ,discount, add tax and then click on S ave & Close .
- 5. 4. Click on Compute to calculate Total and Taxes
- 6. 5. Click on Confirm order , status of the sales order changes to I n progress.
- 7. 6. In Main menu bar -> Warehouse -> Warehouse management, click on Delivery Orders.
- 8. 7. Edit the Delivery order which is in Confirmed state, related to the Sale Order generated.
- 9. 8. Click on Check Availabilty if Products are available in the stock or else click on Force Availabilty .
- 10. 9. Next Click on Process button. A Pop-up window appears to Process Products.
- 11. 10. Next click on Validate in Products to Process Window.
- 12. 11. The Status of the Delivery Order Changes to Done.
- 13. 12. Next Save the Delivery Order. Click on Create Invoice to create Customer Invoice.
- 14. 13. Create Invoice Pop-Up window appears on the screen. Select the Journal, Invoice Date and click on Create.
- 15. 14. A Customer invoice is generated in Draft State .
- 16. 15. Next click on Pro-form and Validate . The status of the Customer Invoice changes to Open. Next Click on Payment .
- 17. 16. Pay Invoice form appears. Select the Payment Method , Date and enter Payment Reference . Next click on validate.
- 18. 17. Finally, status of the Pay invoice form changes to Posted.
- 19. Fairfax, USA : 8301 Arlington Blvd , Suite T-04 Fairfax, VA 22031. PH :703 722 9131 Rama Mashetty E-Mail: sai@millenniumsoft.com Skype: rmashetty, PH: 703 338 4233 Peter Lynch E-Mail: peterl@gomillenniumsoft.com PH: 703 445 7131 Praveen S E-Mail: praveens@millenniumsoft.com Skype: praveen.millenniumsoft PH: 703 445 7131 Hyderabad, INDIA : Plot # 335, Road # 4, KPHB Hyderabad - 500 072, India Shakti Kumar Chouksey E-Mail: shakti@valuematrics.com Skype: shakti.kumar.chouksey Phone: +91 8886112334 Sushma K E-Mail: [email_address] Skype: sushmakonanki Office: 040-40061364 040-64544928