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Sales Module Overview

The Sales module governs customer interactions from initial price quotes through final delivery and invoice settlement.

Typical Sales Lifecycle

Quotation ──► Proforma Invoice (Optional) ──► Sales Order ──► Delivery Note ──► Tax Invoice ──► Payment Receipt
  • Quotation: Non-binding offer presented to a prospective customer.
  • Proforma Invoice: Commercial pre-billing document commonly requested for letter of credit (LC), import customs, or prepayment.
  • Sales Order: Confirmed contract indicating commitment to fulfill goods or services.
  • Tax Invoice: Final accounting bill recognizing revenue and tax liabilities.