Guide for learning the sales module in Accoxi
Accoxi facilitates a separate module to manage or record sales-related transactions of the Organization and it also enables the user to create invoices of SALES made with the customers. The sales module in Accoxi includes sales-related forms which are Sales invoices, Point of sales, Recurring sales invoices, sales order, sales estimates, credit notes, salesperson, payments received, and E-way bills.
A sales invoice is an accounting document that records a business transaction. Sales invoices provide the business with a record of the services provided to a client like when the services were rendered and how much money the client owes the business In ACCOXI, you can create invoices of SALES made with your customers
A POS system allows your business to accept payments from customers and keep track of sales. A point-of-sale system is used to refer to the cash register at a store. ACCOXI provides a Point Of Sale system to the users and it enables the user to attain smooth and efficient running of the business. In ACCOXI anyone can use the Point of Sale function for quick billing and cash sale.
A recurring invoice is merely an invoice that is sent to the same customer at regular intervals, containing the same invoice details. It might be more efficient for you to set up a recurring invoice, to allow your invoices to be sent to your customers automatically, hassle-free. In ACCOXI in the sales module user can create a recurring sales invoice.
A sales order is an invoice created for the order of goods by the customers that has not been invoiced yet. In Accoxi, the user can create or record Sales orders and also can convert the Sales orders into Sales invoices or can convert Sales Order into Purchase orders. The user can create a Sales order for products and services.
Sales estimates are the process of estimating future sales. Accurate sales forecasts enable companies to make informed business decisions and predict short-term and long-term performance. In ACCOXI the user can create the forecasted future sales of the business in the sales module => estimates.
A credit note or credit memo is a commercial document issued by a seller to a buyer. Credit notes act as a source document for the sales return journal. In Accoxi, the user can create Credit notes and save the credit notes that are already created.
A salesperson is a person who sells things, either in a store or directly to customers on behalf of a company. In Accoxi the user can create an account for the salesperson and also can add the salesperson details in the Sales Invoice. It helps the user to identify the sales that did by the Salesperson and helps the customer to get the information regarding the sale.
Payments received in ACCOXI deal with the receipt of payments from the customers for the occurred sales. It also includes any advance payments made by customers and setting off opening balances.
An E-way bill is an electronic way bill for the movement of goods to be generated on the e way bill portal. Accoxi facilitates a separate form to manage E way bills and the user can access the details of the e way bills with customer name, GSTIN, REF.NO. And the total amount of invoice.
Delivery challan in Accoxi enables the user to create challan while goods are delivered from one place to another. Delivery challan is not an actual sales invoice but if ACCOXI user wants to convert it into a sales invoice then it can be done so easily.
Customer route enables the user to assign a particular route to their customers in order to set a proper distribution channel. Proper customer route planning helps the user to access their customers easily and can also deliver goods without any delay. Customer route in Accoxi helps the user to assign routes to their customers. Users can set these routes while creating customers and can also generate route-wise party reports. The customer route form also helps the user to appoint salespersons for the purpose of better tracking of customer information of that particular area.