SALES

Dashboard

Sales Funnel

Proforma Invoice

Sales Invoice

Delivery Note

Delivery Status

Installation Status

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1. Dashboard

Dashboard of the Sales module gives overview of all sales activities. The Dashboard is divided into two sections: Cards and Graph. Here the user can see data of a particular period by specifying range of dates in Date Range section which is given in top right corner.

1.1 Cards

Cards section has four cards which are as follows:

1.2 Graph

It gives the graphical representation of the data. The graph is represented in two ways: Bar Chart and Pie Chart. The Graph section is further divided into four sub-sections.

1.3 Table

The table section is divided into seven columns which are as follows :

2. Sales Funnel

The Sales Funnel displays how much revenue the user will generate during current financial year. Sales funnel is designed to show current status of user's leads. Here user can be able to see Funnel levels of all user's until the hierarchy is not mentioned. The Sales Funnel has three sections.

2.1 My Personalized Funnel

Here first user needs to select the number of levels he/she want to show in funnel. When user clicks this Tab, screen scrolls down and sub fields of this section are seen which are as follows:

2.2 Funnel Chart :

By clicking Draw button the funnel chart will be automatically generated according to values which are mentioned in My Personalized Funnel section.

2.3 Sales Funnel List

When user clicks Funnel, screen scrolls down and sales funnel list is seen. The table comprises complete status of leads of users.

3. Proforma Invoice

Proforma Invoice module of Sales is designed to Create and manage preliminary bills of sales. The Proforma page displays the list of generated invoices. It has two sections: Overview and Add New

3.1 Overview

The top bar of Proforma Invoice page has two buttons: Export and Date Range.

Proforma Invoice displays entries in tabular format. The table comprises nine columns which are as follows:

3.2 Add New

User can Generate Invoices by clicking on ADD New button which is given in the top right corner of Profarma Invoice page. The add new page has following fields :

3.3 Proforma Invoice View

The new Proforma Invoice entry looks exactly like the below image.

The bottom area of the entry is consist of eight sections where user can mentioned more specific information of the invoice.

4. Sales Invoice

Sales Invoice module of Sales is designed to Create and managed sales invoices. The Sales invoice page displays list of invoices.
The top bar of Sales Invoice page has same buttons which are given in Proforma Invoice page Export and Date Range.

This sub module is divided into four sections: List, Ready to Export, Already Exported, Error Entries.

4.1 List

List section comprises all the entries of sales invoices including invoices which are generated but not exported in Tally XML format. Invoices which have been exported and the invoices which are not properly generated or displays error while exporting into the Tally XML format.

4.2 Ready to Export

The Ready to Export section displays list of invoices, which are created, but not exported in Tally XML format.

4.3 Already Exported

The Already Exported section displays list of invoices which are already exported in Tally XML format.

4.4 Error Entries

The Error Entries section displays list of invoices which displays error while exporting into Tally XML format.

All the entries display in above sections is in tabular format. The table is divided into nine columns which are as follows:

4.5 Add New

User can Generate Invoices by clicking on ADD New button which is given in the top right corner of Sales Invoice page. The add new page has following fields :

4.6 Sales Invoice View

The new Sales Invoice entry looks exactly like the below image.

The bottom area of the entry is consist of seven sections where user can mentioned more specific information of the invoice.

5. Delivery Note

Delivery note module of Edifybiz is designed to create and manage the delivery notes which comprises delivery details and payment terms of product. This displays list of Delivery Notes.

The top bar of Delivery Note has same buttons which are given in Proforma Invoice and Sales Invoice page Export and Date Range.

Here all the records are display in a tabular format that has seven columns which are as follows:

5.1 Add New

User can create Delivery Note by clicking on ADD New button which is given in the top right corner of Delivery Note page. The add new page has following fields :

5.2 Delivery Note

The new Delivery Note looks exactly like the below image.

The bottom area of the entry is consist of three sections where user can mentioned more specific information of the invoice.

6. Delivery Status

Delivery status module of Sales is designed to handle delivery status of product. It has two sections Pending Delivery and Delivered.

6.1 Pending Delivery

This section displays list of products whose delivery is pending. Here records are displayed in tabular format. The table has eight columns which are as follows:

6.2 Delivered

This section displays list of products which are delivered. Here records are displayed in tabular format. The table has eight columns which are as follows:

7. Installation Status

Installation Status module of Sales is designed to handle the delivery status of the product. It has two sections Pending Installations and Installed.

7.1 Pending Installations

The Pending Installation section displays a list of products whose installation is pending. Here records are display in tabular format. The table has eight columns which are as follow:

7.2 Installed

This section displays the list of products which are Installed. Here records are displayed in table format. The tabular comprises eight columns which are as follows:

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