Sales

Quotations, orders, invoices, returns, customers and installments.

Overview

• Sales Dashboard
• Pending Approvals

Sales Documents

• Sales Invoices
• Sales Quotations
• Sales Orders
• Sales Returns
• Delivery Notes
• FBR POS Integration

Pricing & Offers

• Promotions
• Loyalty

Installments

• Installment Dashboard
• Installment Plans
• Guarantors
• Installment Report
• Recovery Report

Field Sales

• Live Map
• Daily Plans
• Area Assignments
• Visits & Reports
• Setup

Customers

• All Customers
• Customer photo, CNIC and cheque images
• Customer Ledgers
• Send a customer their statement link
• Portal Payments
• What your customer sees in the portal
• Areas & Routes
• Customer Groups & Categories

Reports

• Sale Invoice Report
• Authority Submitted Invoices
• Item-wise Sales
• Sale Return Report
• Top Selling Products
• Slow Moving Products
• Area-wise Customers
• Profitability Report
• Staff Performance
• Outlet Sales Summary
• FBR Submission Report
• FBR Reconciliation

More articles are on the way.