Quick Review overall Trading Sales Management Systems

Trading Sales Management
Manage Customer & Suppliers

• Navigate to CDM : Add Company Details


• Navigate to CDM : Add Customer Details
  
  
  
  • While adding customer details select Company and pull the details of company
  
  
  
  


• For Vendor Management: Do the same steps for adding vendors by navigating to VDM Vendor management.

Manage Products

• Navigate to TSM


• Add all the Product Details with Description Sale Price and Home price,


• To edit Products price or details and If it is regular update than Select Item change titles and price using Quick Update Button and if you want to change more details click Update Full Details

Manage Invoices & Sales Orders

• To create Invoice Navigate to TSM Trading Sales Management and click Product Invoice.


• Select the customer name from the drop down list


• Pull the Services in Descriptionthe Price will fill as selectedProduct


• Enter the Quantity and Click + Add


• Keep adding Products if requiredto add more Products in current Invoice


• Change the Tax rate if required


• In Terms & Conditions select the LC Duration for Credit Limits or Select Cash if the invoice is paid full amount. Type Delivery Notes & Location of Product to be deliver


• Click Submit before process verifyif all details are Ok in invoice.


• Click Proceed.


• Create a PDF or send directly to your Customer.
  
  
  
  • If send to Customer, your customer will be ask to enter email for authentication and security purpose.
  
  
  • Customer is also having an option to confirm the current Invoice.
  
  
  
  


• Please note the email id is required when you fill out the customer data.


• For Sales Order: Do the same steps for Creating Sales Order by navigating to TSM and Create Sales Order
  
  
  
  • In Sales Order select the supplier from the listed all your Vendors the home price will be initialize in sales order of the Products as the home Price created in my products.
  
  
  
  

Please note that Sales Order & Invoices record is not calculate until it is mentioned as Confirmed. When new Sales Order and Invoice is created it is kept in Draft mode until it is verified from your Supplier or Customer you can also send direct to Confirmed mode while creating it by checking the Confirmed Checkbox.

• To change the Status Click Return / Change Status by Navigating to TSM


• Add Records of Received Payment from Customer by Navigating to TSM and "Sales Collection"
  
  
  
  • Select Invoice from the List and Add record
  
  
  
  


• Add records of Payment paid to Vendors by Navigating to VDM & "Vendor Payments"
  
  
  
  • Select Sales order from the List and Add record