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.