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Sage 50 - Customer & Sales
Author: Wan Hua Ng Reference Number: AA-01714 Views: 1706 Created: 2015-03-12 11:00 Last Updated: 2015-03-12 11:00 0 Rating/ Voters

In this section, you will learn how to record the key steps in the sales cycle :

 

  1. Maintain customer profile.
  2. Create promotional price list.
  3. Maintain sales control, such as allow / not allow zero price, allow / not allow selling above credit limit etc.
  4. Issue quotation to customer and record a sales order from customer.
  5. Create delivery order for goods delivery and record a return when customer returned the goods
  6. Issue invoices and make adjustments via credit note and debit note.
  7. Enter receipt transaction when customer make payment. Create prepayment entry when you collect advance payment from customer.
  8. Issue consignment order and consignment return.
  9. How to claim back the output tax if customer outstanding is more than 6 months and how to return the output tax to JKDM when customer settled the outstanding.

  

client 32

 

I would like to add new customer or update existing customer profile

 

 prices 32 

 

I would like to create a promotion price list

 

 

settings 32 

 

I would like to setup sales control in the system

     
Learnnow Learnnow Learnnow 
     

purchase order 32

 

My customer asked for a quotation

arrow right

purchase order 32

 

I received an order from my customer

dotted arrow right

 

 dotted arrow diagonal down right

prepayment 32

 

I collect payment in advance from my customer

 Learnnow  Learnnow  Learnnow
  

                 arrow down 

              dotted arrow diagonal down left 
  

goods despatched note 32

 

I would like to fulfill my customer’s order / My customer returned faulty goods

 

goods despatched note 32

 

I would like to consign goods to my customer / My consignee returned faulty or unsold goods

       
  Learnnow               dotted arrow diagonal down leftLearnnow
  

                 arrow down

               
  

invoice 32

 

I would like to issue an invoice to my customer / I would like to make adjustment using credit note or debit note

 

 
      
   Learnnow   
  

                       arrow down

  
  

receipt in supp 32

 

My customer made payment

 

shortfall 32

 

My customer’s outstanding is more than 6 months, now I want to claim back the output tax that I have paid

         
   Learnnow   Learnnow 

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