SigzenERP - Discover How to Streamline Your Sales Orders

3 months ago
2

Welcome to the Sigzen ERP Tutorial on Creating Sales Orders! This video is ideal for both new and experienced users looking to streamline their sales order process within the ERP system. This tutorial will walk you through each step of creating a sales order to optimize your sales operations.

In This Tutorial, You'll Learn:

Navigating to Sales Orders:
Learn how to create a new sales order.

Setting Up a Sales Order:
Set up sales order by selecting customer, delivery date, warehouse, address, contact.

Choosing Price Lists and Currency:
Select the applicable price list and correct currency.

Adding Items to the Order:
Learn how to add items with qty and rate.

Setting Payment Terms:
Choose payment terms in the 'Terms' section.

Creating Sales Orders from Quotations:
Learn alternate ways to create sales orders.

Key Features Highlighted:

Efficient Order Management: Easily navigate and manage sales orders within the ERP system.
Comprehensive Setup: Detailed guidance on setting up all necessary aspects of a sales order.
Streamlined Item Selection: Quick item selection and detailed specification, including barcode usage.
Flexible Delivery Dates: Ability to set and manage delivery dates at both order and item levels.
Automated Tax and Discounts: Simplified application of taxes and discounts to the order.

Why Watch?
This step-by-step guide is designed to help you leverage the full potential of the sales order functionality in Sigzen ERP, ensuring you can create and manage sales orders with ease. With detailed instructions and practical examples, you'll enhance your sales operations and improve overall efficiency within your organization.
If you have any questions, leave them in the comments below. Don't forget to like, share, and subscribe for more ERP tutorials tailored to your business needs. Happy ordering!

Please feel free to reach out to us for any ERPNext implementation or customization needs. : https://www.sigzen.com/
info@sigzen.com

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