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Overview - Sales Module

SALES MODULE


The SALES Module is the Operation Module of Uniq 365. The Sales Module in Uniq 365 is the place where all the Sales transactions take place. Uniq 365 is able to handle the various Sales methods to cater to all the needs of  the organization. In this section, we will explore the different types of entries made and how these entries affect the ledger as well as the 
inventory accounts.

MENU NAVIGATION

Sub-menu items of Sales Module are listed below:

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The SALES Module has 5 tabs, as above is showing as Home, Sales, Service Contract, Analytics and Customer Management.

  • Home is the Sales Dashboard visual representation of key sales metrics and performance indicators. It provides real-time insights.
  • Sales are where transactions are entered, like Customer Quotation, Customer Sales Order, Delivery Order, Customer
    Invoice, Goods Return Credit Note & Debit Note etc.
  • Service Contract is where can view and maintain job orders.
  • Analytics contains all the listing for B2B Order (Sales Order).
  • Customer Management is where all the masters and main settings for Sales module are created.

SECTION A - CUSTOMER MANAGEMENT

The Customer Management comprises the following options that are crucial to setting up and using the SALES Module:

1. Master Setting

  • Deposit Type
  • Delivery Term
  • Customer Territory
  • Quotation Validity Period
  • Customer Maintenance
  • Customer Account Group
  • Customer/Product Account Group
  • Customer Credit Class
  • Sales Person Assign
  • Customer Type Group
  • Deposit Type
  • Customer Territory
  • Payment Mode
  • Payment Termterm
  • Delivery Mode
  • Delivery Term
  • Warranty termTerm (please check)
  • Selling Condition
  • Validity(Please Periodcheck)
  • Sales Control Account
  • Customer Data Import
  • Inco Term
  • Unit of Measure
  • Sales(please Target
  • Customer Category
  • Narration
  • Prioritycheck)

2. Price Settings

  • Customer Product Pricing
  • Product Price Bracket
  • Product Price Bracke Update
  • Customer Product Period Pricing
  • Customer Product Period Pricing Mass Update
  • Price Book
  • Multi-Tier Price Group Discount
  • Customer Product Period Pricing By Date

3. E-Billing Setup

  • E-Billing Setup
  • Email Setting
  • Payment Gate Away

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