Raise a quotation, turn it into an order, a delivery and an invoice without typing anything twice, and see at once what each customer still owes.
Sales covers what you sell and to whom. A quotation becomes an order, a delivery note and an invoice. Each one loads into the next, so nothing is typed twice. Price levels, discounts and schemes are applied as you bill. GST is worked out on every line, and e-invoice numbers (IRN) can be taken through your GST provider. When money comes in, the receipt is set against the customer's bills one by one. So you always see what each customer still owes, and what is overdue. A busy counter can bill on a touch screen in POS mode.
Why use it
- You retype the lines of an order into the billHere the order loads straight into the invoice.
- You learn a customer was over the limit after the goods have goneHere the limit and overdue bills are checked when the invoice is saved (with Credit Control).
- You chase payments without knowing which bills are openHere every receipt is set against the bills it clears.
- Staff give prices and discounts from memoryHere price levels, discounts and schemes are applied as you bill.
- You check GST on a spreadsheetHere GST is worked out on every line from the item's tax class.
Key advantages
Each document loads the pending lines of the one before it, and what it takes is subtracted from what is still due.
Every voucher type is set once in Voucher Manager - numbering, what it shows, what it demands and what it posts.
The save checks price, tax, stock and credit rules on the server before anything is written.
Freight, packing and rounding are bill sundries with their own rules, not extra lines typed by hand.
The print window shares the invoice PDF through WhatsApp, e-mail or any app.
The sales dashboard shows today, the month and the year, what is owed and overdue, with a button to the report behind each figure.
Business benefits
Less credit risk
Sales past a customer's limit, or with overdue bills, stop at the save until someone approves them.
Fewer billing errors
Prices, discounts and GST come from the masters, not from what a clerk remembers.
Billing time back
Orders become invoices without retyping, so billing staff spend their day billing.
Clear receivables
You see every unpaid bill by customer and age, so follow-up starts with the right bills.
Where it is used
A distributor takes orders from many retailers and delivers them in part loads.
Each delivery note and invoice loads what is pending on the order, and the rest stays visible until delivered.
A shop bills walk-in customers at a busy counter.
POS mode gives a touch screen with barcode scanning, and the collection window shows the change to hand back.
A trader sells on credit to regular buyers.
Credit limits and overdue bills are checked as each invoice is saved, and exceptions go for approval.
What it costs, and what it saves
The price list could not be read just now; the pricing page shows today's price.
What it replaces
- Retyping an order into an invoice
- Working out GST and discounts by hand
- Matching customer payments to bills on paper
- Chasing approvals for over-limit sales by phone
Work out your saving
Your own figures, 26 working days a month. An estimate, not a promise. User licences are priced separately.
What it does for you
One document loads into the next: quotation, order, delivery note, invoice.
Price levels, discounts, schemes and customer cards applied as you bill.
GST worked out on every line, with e-invoice numbers (IRN) where you need them.
Credit limits checked when the invoice is saved, with an approval route for exceptions (with Credit Control, a feature of Accounts).
Freight, packing and rounding handled as sundries, not as workarounds.
A sales dashboard: today, this month and this year, what customers owe and what is overdue, orders to deliver - each figure with a button to the report behind it.
Features of Sales, each bought on its own: Custom Rates and Discounts, Customer Card, Customer Loyalty Points, Cashier, Touch POS and Direct Printing - add only what your counters need.