Sales Management

The Sales Management page is designed to streamline sales-related activities, covering the entire sales cycle from lead management and customer orders to invoicing, delivery, and post-sale services.

2. Dashboard Summary

The dashboard provides key sales metrics:

• Customers: Displays the number of registered customers.
• Sales Orders: Shows the total number of sales transactions.
• Items: Lists products available for sale.

3. Core Sales Operations

Managing Sales Orders

• Click Add Sales Order to create a new order.
• Track ongoing orders under the Sales Orders section.

Quotations & Inquiries

• Click Add Quotation to request pricing.
• Use Add Inquiries to manage procurement-related questions.

Customer Management

• Click Add Customer to register new clients.

Bill of Quantities (BOQ)

• Click BOQ to manage project materials.

Item Tracking

• Click Add Item to register new products.

Items Purchase Orders

The Items Purchase Orders Table provides a comprehensive snapshot of products associated with purchase orders. This table is essential for tracking procurement details, including the item description, quantity ordered, unit price, and the associated project or RFQ reference.

Table Structure

The table is organized into the following columns:

• Name
  • Description: Product title or short description (e.g., “FILTER ELEMENT, MAKE: THE HILLIARD CORPORATION, PART NUMBER: PH312-11-CGV”).
• Amount
  • Description: Quantity of the item ordered for tracking and inventory.
• Price
  • Description: Unit price used in cost management and financial calculations.
• Project
  • Description: The associated project or RFQ reference like “RFQ TZ043.”

Purchase Orders

The Purchase Orders Table provides a structured view of processed sales orders, including:

• Number: Unique identifier for tracking sales invoices.
• Project: Displays the associated project reference.
• Status: Indicates order processing stage (e.g., Draft, Posted).
• VAT: The tax applied to the transaction.
• Total Cost: Summarizes the final purchase amount.