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Sage UBS - Customer & Sales
Author: Wan Hua Ng Reference Number: AA-01723 Views: 3466 Created: 2015-03-12 11:12 Last Updated: 2015-03-12 11:12 0 Rating/ Voters

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

  1. Maintain customer profile.
  2. Maintain sales control, such as allow / not allow zero price, allow / not allow selling above credit limit etc.
  3. Issue quotation to customer and record a sales order from customer.
  4. Create delivery order for goods delivery and record a return when customer returned the goods
  5. Issue invoices and make adjustments via credit note and debit note.
  6. Enter receipt transaction when customer make payment. Create prepayment entry when you collect advance payment from customer.
  7. 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


 settings 32


I would like to setup sales control in the system





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purchase order 32

My customer asked for a quotation

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purchase order 32

I received an order from my customer

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prepayment 32

I collect payment in advance from my customer

 Learnnow  Learnnow  Learnnow

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              dotted arrow diagonal down left 

goods despatched note 32

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




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invoice 32

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



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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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