Control from quotation to collection ( Sales )
The process from quotation to collection of money is handled in a very logical way by iDempiere, passing through different processes such as proposal, quotation, sales orders, shipments and invoices; with this you can keep a strict control of process at any type of business, keeping a close monitoring and easy tracking without having to perform any process among them, because it can be configured to create next documents automatically. You can also make the steps being manually executed or that requires approval of any employee, or skip some of the above steps.
iDempiere allows create, modify and print quotations based on specified lists of products by customer, which gives a great flexibility because you can have as many lists as clients, in which can be applied some formulas, conditions of discount or values depending on a rule of profit per item. A big advantage is that when making a quotation, merchandise inventory can committed. This request can be automatically converted without needing to add additional information in a "sales order".
POS Order: In one step the sales order is created as well as shipment, invoice and payment receiving, this payment can be in cash, check, credit card or bank transfer. This type of method is used for point of sale or immediate delivery, customers are usually anonymous.
Credit sales order: It creates the order, shipment and generates invoice as well as payment receipt (optionally). This type of method is used for identified customers which may have given credit or not.
Deposit order or warehouse : It creates the order and ships the product. The invoice is generated later. It is generally used when invoices that group several orders are generated. Invoices can be generated manually or based on invoicing rules as weekly turnover from 1 to 15, monthly, etc..
Prepaid Order: It creates the order and a pro-forma invoice, send the dispatch and generates the final invoice after receiving the money.
Return Material Authorization (RMA ): Receives an item previously sent, and creates a Credit Note.
It is also possible to convert a quote to any kind of order or change an order to any type of the orders described above.
Invoices to Customer
An order can be delivered completely or partially, due to iDempiere allows partial shipments.
It can be configured to make different groups of shipments, due to the client can request comprising several shipments into a single invoice from a same day, week, fortnight , monthly, etc.
When cash is received, automatically it generates an entry to the cash book.
When credit card, check or debit transfer are used, iDempiere automatically generates an account against the corresponding bank.
The flexibility and control of documents in iDempiere makes payments to be made at the moment that an entry in the Cash book is created, or when a bank reconciliation is done.