Sales
- Sales Overview
- Sales Transactions
- Sales Billing
- Operational Policies
- Sales Transactions
- Billing
- Operational Policies
Sales Overview
Overview
The Sales Dashboard provides a real-time overview of sales performance, outstanding transactions, customer activities, and product trends. It helps users monitor business performance through summary cards, charts, and detailed record lists.
Dashboard Layout
1. Active Customers
Type
- KPI Card
Description
Displays the total number of active customers currently available in the system.
Purpose
Allows users to quickly understand the size of the active customer base.
2. Outstanding Sales Order
Type
- KPI Card
Description
Displays the total number of Sales Orders that have not yet been completed.
Purpose
Monitor pending customer orders.
3. Total Sales By Months (Invoice)
Chart Type
- Bar Chart
Filter
- Year
Display
- Monthly total invoice amount
Purpose
Monitor monthly sales trends.
4. Sales By Group (Invoice)
Chart Type
- Pie Chart
Filter
- Month
- Year
Display
Sales distribution based on customer groups or predefined sales groups.
Purpose
Compare sales contribution among different groups.
5. Daily Sales Volumes By Document
Chart Type
- Smooth Line Chart
Filter
- Month
- Year
Display
Three document types:
- Quotation
- Sales Order
- Invoice
Each line represents daily document volume.
Purpose
Monitor daily sales activities.
6. Sales Segments By Types (Invoice)
Chart Type
- Pie Chart
Filter
- Month
- Year
Display
Invoice sales distribution by sales type or business segment.
Purpose
Identify which sales segment contributes the most revenue.
Record Lists
7. Outstanding Enquiry (Earliest 20 Records)
Displays the first 20 outstanding enquiries.
8. Enquiry By Types
Chart Type
- Chart
Filter
- Month
- Year
Displays enquiry statistics categorized by enquiry type.
9. Top 20 Contributors
Displays the top 20 customers with the highest sales amount.
| Column |
|---|
| No. |
| Code |
| Customer |
| Agent |
| Amount |
Filter
- Month
- Year
Purpose
Identify major revenue contributors.
10. New Customer Within 7 Days
Displays customers created within the last seven days.
| Column |
|---|
| No. |
| Code |
| Customer |
| Agent |
| Created Date |
Purpose
Track newly registered customers.
11. Top 20 Popular Item / Product
Displays the most frequently sold products.
| Column |
|---|
| No. |
| Code |
| Product |
| Quantity Sold |
| Sales Amount |
Purpose
Identify best-selling products.
12. Outstanding Quotation (Earliest 20 Records)
Displays the earliest 20 quotations that are still pending.
| Column |
|---|
| No. |
| Doc No. |
| Date |
| Code |
| Customer |
13. Outstanding Sales Order (Earliest 20 Records)
Displays the earliest 20 Sales Orders that have not yet been completed.
| Column |
|---|
| No. |
| Doc No. |
| Date |
| Code |
| Customer |
14. Outstanding Draft Quotation (Earliest 20 Records)
Displays quotations saved as Draft.
| Column |
|---|
| No. |
| Doc No. |
| Date |
| Company Name |
15. Outstanding Delivery Order (Earliest 20 Records)
Displays delivery orders that are still pending.
| Column |
|---|
| No. |
| Doc No. |
| Date |
| Code |
| Customer |
Sales Transactions
Sales Enquiry
Purpose
Record and manage customer enquiries before quotation stage.
Function
- Create new enquiry
- View existing enquiry
- Store enquiry details
- Add internal memo
- Convert to quotation
Sections
Customer Information
Select or link customer data.
Enquiry Details
Enter customer requirements such as product, quantity, and specifications.
Memo
Internal notes for sales follow-up.
Sales Draft Quotation