Ventas
The Sales functionality allows you to manage the entire sales cycle of your company, from receiving customer orders to issuing invoices and tracking customer payments.
In this section, you will find information about the configuration and use of the main sales-related documents and business processes, as well as tools for monitoring and analyzing commercial activities.
The articles are organized according to the typical sales workflow: data preparation, customer order management, product deliveries and service provision, invoicing, payment collection, and sales performance analysis.
How the Sales Process Works
Introduction
Sales Order
A Sales Order is the main document used to plan a sale and monitor its execution.
Goods shipment
The Goods shipment document records goods issued from a warehouse, automatically reduces stock balances, and allows you to track which goods have already been shipped to the customer and which are still pending shipment.
Sales Invoice
The Sales Invoice records the invoice issued to the customer. When posted, the system includes the transaction in accounting and tax calculations, records the customer's debt, and updates the invoicing status of related documents.