SigzenERP - Master the Sales Process: From Quotation to Payment

Welcome to the Sigzen ERP Tutorial on Completing the Sales Process! This video is perfect for users who want a clear, step-by-step guide on managing quotations, sales orders, and payment entries within the ERP system. Whether you're new to ERP or looking to optimize your sales process, this tutorial will provide you with everything you need to know.

In This Tutorial, You'll Learn:
Creating a Quotation:
Learn how to create and submit a customer quotation by adding key details such as the customer's name, product information, and pricing.
Generating a Sales Order from a Quotation:
Discover the steps to generate a sales order from an approved quotation, set delivery dates, and ensure all information is accurate.
Creating a Delivery Note:
Find out how to confirm the dispatch of goods by creating a delivery note that matches the sales order.
Generating a Sales Invoice:
Follow along as we guide you through the process of generating a sales invoice after delivery, including adding customer and product details.
Creating a Payment Entry:
Learn how to finalize the sales process by selecting the appropriate payment mode and verifying payment details before processing the payment entry.
Key Features Highlighted:
Streamlined Sales Workflow:
A comprehensive walkthrough of each sales step, from quotation to payment receipt, ensuring you manage your sales seamlessly.
Automated Invoice and Payment Processing:
Understand how to save time by automating invoice creation and payment tracking directly in the ERP system.
Accurate Delivery and Billing:
Detailed instructions to ensure you enter all customer, product, and payment details correctly, reducing errors and improving customer satisfaction.

Why Watch?
This video is designed to help you master the sales workflow within Sigzen ERP, from the initial quotation to payment confirmation. By following our expert guide, you'll streamline your sales process, improving accuracy and efficiency every step of the way.

If you have any questions, leave them in the comments below. Don't forget to like, share, and subscribe for more ERP tutorials to enhance your business operations. Happy selling!