Overview

Sales Module Features

1. Documents – Create and manage sales transactions.
2. Lists – Maintain customers, items, pricing, sales representatives, and other sales-related records.
3. Reports – Review sales activity, customer balances, item sales, and other sales information.
4. Tools – Access pricing and sales-related tools and integrations.
5. Settings – Configure sales-related preferences and options.
   
   

Documents

1. Cash Sales – Record sales where payment is received at the time of the sale. Cash Sales can be used when there is no need to create a separate invoice and customer payment transaction.
2. Consignment Sales – Record and manage sales involving consigned inventory.
3. Quotes – Create sales quotes or estimates for customers before an order is placed. Quotes can be used as part of the sales workflow and may be converted into sales orders.
   
4. Sales Orders – Create and manage customer orders. Sales Orders can be used to track items ordered before they are shipped and invoiced.
   CustomBooks™ provides access to inventory and cost information during order entry and supports backorders, helping users provide accurate information about product availability and shipping.
5. Shipments – Record shipments associated with customer orders and track the fulfillment of products sold.
6. Sales Invoices – Create invoices for products or services sold to customers. Invoices can be created from existing Sales Orders or entered directly without a Sales Order. CustomBooks™ also provides access to gross margin information by line item while creating an invoice.
7. Cash Receipts – Record payments received from customers and apply those payments to outstanding invoices.
8. Dropship Deliveries – Manage deliveries for items that are shipped directly from a vendor to the customer.
9. Apply Customer Credits – Apply available customer credits to outstanding transactions or balances.
10. Refund Payments – Record refunds issued to customers.
11. Sales Returns & Customer Credits – Process customer returns and issue credits when appropriate.
12. Statements – Generate customer statements to provide customers with information about their account activity and outstanding balances.
    
    

Sales Workflow

Lists

1. Customers – Maintain customer records and information.
2. Items – Manage products and services used in sales transactions.
3. Currencies – Maintain currencies available for sales transactions.
4. Addresses / Contacts – Manage customer addresses and contact information.
5. Classes – Maintain classes used to categorize transactions.
6. Projects / Jobs – Associate sales activity with specific projects or jobs.
7. Payment Terms – Define payment terms available for customers and sales transactions.
8. Payment Methods – Maintain available customer payment methods.
9. Price Levels – Set and manage different pricing levels.
10. Sales People – Set up and maintain sales representatives.
11. Shipping Carriers – Maintain shipping carriers used for customer deliveries.
12. Return Reasons – Define reasons used when processing sales returns.

Reports

1. A/R Aging – Review outstanding customer receivables and how long balances have been unpaid.
2. Open Sales Orders by Item – Review open sales orders based on the items ordered.
3. Sales by Item – Analyze sales activity by product or service.
4. Sales by Customer – Review sales activity by customer.
5. Sales by Representative – Review sales generated by sales representatives.
6. Consignment Sales – Review consignment-related sales activity.
7. Dropship Sales – Review sales involving dropship transactions.
8. Days Sales Outstanding – Review the average time it takes to collect customer receivables.
9. Additional Reports – Access other sales-related reporting options available in CustomBooks™.
   
   

Tools

1. Price Matrix – Use the Price Matrix to manage pricing based on applicable customers, items, quantities, or other pricing criteria.
2. Cloud Commerce – Access Cloud Commerce features for supported online sales and commerce activities.
3. Extensions – Access available extensions that add functionality or integrations to the Sales Module.
   
   

Settings

1. Sales Settings – Use Sales Settings to configure options that control how sales transactions and related processes work in CustomBooks™.
   
   

Sales Module Highlights

1. Create quotes, orders, shipments, invoices, and customer payments.
2. Record cash sales and customer refunds.
3. Process sales returns and customer credits.
4. Track customer and item information.
5. Manage pricing and price levels.
6. Monitor sales activity using a variety of reports.
7. Review inventory and cost information during sales order entry.
8. View gross margin information by invoice line item.
9. Create invoices directly or from existing Sales Orders.
10. Support multiple customer shipping addresses.
11. Maintain sales representatives, payment methods, shipping carriers, and other sales-related lists.