Sales Management
These features provided by Easy Profit contributes to effective sales and service management, allowing businesses to track transactions, manage orders, and maintain a comprehensive historical record of their activities.
Product Invoice Details and Search:
This feature involves the ability to access and view detailed information related to product invoices. Users can search for specific invoices, retrieve invoice details, and review transaction records associated with product sales. This functionality is essential for tracking sales transactions, managing payments, and providing customers with accurate and itemized invoices.
Regular Sales Order - Direct Sales Order:
A regular sales order represents a direct purchase order placed by a customer for a specific product. This process involves the customer selecting products, specifying quantities, and initiating the purchase. Regular sales orders are a fundamental part of sales and inventory management, as they trigger the fulfillment process and serve as a basis for shipping and invoicing.
Service Sales Order - After Quotation Generation:
Service sales orders are created after the generation of quotations for service-related work. Once a customer accepts a service quotation, a service sales order is generated to formalize the agreement. It includes details such as the scope of work, pricing, timelines, and any other terms and conditions related to the service. Service sales orders are essential for tracking and managing service contracts and jobs.
Option for Importing Data History:
This feature allows users to import historical data records into a system or database. Historical data can include information such as past sales transactions, customer records, inventory data, and more. Importing historical data is valuable for maintaining a complete and accurate historical record, facilitating data migration, and enabling analysis and reporting on past activities.