Sales Documents
The six sales documents — quotations, sales orders, delivery notes, invoices, return notes and credit notes — and how they chain together.
Every sale in RedERP is a chain of documents. You can start anywhere (a quotation, an order or directly an invoice) and transfer a document into the next one so lines, quantities, prices and taxes are never typed twice. Delivering a delivery note takes goods out of stock, an invoice creates the receivable, a payment settles it, and return and credit notes handle what comes back.
Documents
Offers to a client: statuses, expiry, transfer to a sales order or an invoice.
Documents
Confirmed orders, production/delivery status, payments, transfer to delivery notes and invoices, Snoonu import.
Documents
Goods leaving stock: delivery status, import from quotations/orders, transfer to invoice, payments.
Documents
The receivable: payments and receipts, transfer to delivery notes, import from quotations/orders, taxes.
Documents
Goods returned by a client against a delivery note; stock back in; generate a credit note.
Documents
Amounts you owe a client: apply to an invoice, credit the wallet or refund.