iX ERP allow you to maintain your customer’s information including contact information, branches and legal information like company registration number and TAX/VAT number. iX ERP Sales module integrate with other modules like General Ledger and inventory, customer’s set up has the related settings for this integration. Before you start adding customers you should make sure…
In iX ERP, a customer must have one branch in order to issue a sales invoice and/or delivery orders. If your customer is a business (instead of a person) then that business may have several branches, each with a different address and contact person details. If your customer is an individual, you still need to…
Here you can add/edit and delete your salesperson’s details with the commission settings on 2 levels for each salesperson. Commission Settings: iX ERP support sales commissions by setting the sales commission percentage as per the following example, If you have Salespersons that get sales commission on what they sell, e.g.10% (Commission) of sales till it…
iX ERP allow dividing your sales into areas and zones, you can use the areas section to define several areas name like a country, city, settlement or outlet location this depends on how you would like to analyse your sales. You can assign Sales Areas to individual Customer Branches or POS outlet to track and…
iX ERP allows you to define customer groupings and/or classifications for more sales data analysis and reporting filters. This is useful for tracking sales figures for a particular sub-set of your customer segment. Customers Grouping can be simple like “Small”, “Medium”, “Large” or more complex definition like the customer’s industry like “Small Manufacturer”, “Large Manufacturer”,…
iX ERP helps you to set up a flexible sales scheme and price lists, “Sales Types” allow you to define pricing levels for specific types of customers. For example, “Sales Types” can be defined for retail and wholesale customers. “Sales Types” can be related to each other by defining a primary sales-type, then you may…
iX ERP provides several sales scenarios to match any customer workflow, Prepaid sales order is a common practice when customers are paying an advance payment for the project or service and the merchant doesn’t want to issue an invoice for now, as this service is under delivery and cannot be considered a committed revenue yet,…
iX ERP allows tracking of sales quotations, Every Sales Quotation will have a Reference number, it is generated automatically based on the reference system settings. Before a Quote can be created, you must previously have set up all the following: You can also maintain items & customers in a separate browser window, but page refresh…
iX ERP helps you to track and maintain customer’s orders known as customer PO, like every document in iX ERP Every Sales Order will have a Reference number, it is generated automatically based on the reference system settings. Sales Order can be created from Sales Quotation or directly from the system, also it can be…
After a Sales Order has been completed, and inventory requirements are satisfied, we come to the delivery stage, a sales order must be set as delivered using Delivery Against Sales Orders in order for it to be invoiced. Customer delivery against sales orders can protect the company from human mistakes and save huge time, as…
Once a Sales Order has been dispatched for delivery fully or partially, an invoice can be created. Click on the invoice against sales delivery button to invoice a delivered sales order. Once an invoice has been produced it can’t be changed so it is imperative the following is checked: Each line item is the correct…
Direct Sales Delivery or Direct Delivery is covered in iX ERP to bypass creating a sales order first, this will depend on your business process, this may be useful for situations where no intermediary steps, like manufacturing products or waiting for non-stock items to arrive, are needed. The steps and requirements for creating a Direct…
Direct Sales Invoice is the ERP method to create an Invoice without a Sales Order or Sales Delivery and perform all actions in one step. This method allows you to create an invoice directly for businesses that don’t require to have a full process workflow by creating order and delivery notes. When creating a Direct…
Recurrent Invoices are used where you have invoices with the same Item lines that you want to send to customers on a regular basis, for example, subscription invoices that are sent out monthly. Imagine you have 100 customers that need a monthly subscription invoice. By using Recurrent Invoices you only have to press a button…
Credit Note is created to handle returns, invoice credit and customer credit. It can be created from an invoice to credit the invoice value and return products to the inventory or can be created directly to credit back an amount to the customer. Credit an Invoice Use the Customer Transaction Inquiry screen to select an…
Customer Allocation purpose is to settle customers transactions, like direct customer payment with no invoice involved or a credit note with no remittance, also a direct credit note with no invoice. To do this go to Sales -> Transactions -> Allocate Customers Payments or Credit Notes Select a customer Use icon at the end of…
Customer Payment can be done in several ways whether direct deposit or against the invoice, it is the Accounts receivable A/R and affect customer account and customer allocation. You can find it under Sales -> Common Transaction -> Customer Payment If you make a payment not related to an invoice, in order to apply this…
Customers Prepayment is an advance payment for an order using the Pre-payment method and Payment Term. In sales Order creation, if the Payment Terms is set to be of type pre-payment, then customer is eligable for advance payment. Orders cannot be invoiced unless advance payment is completed. You can set the payment term to the…
Customer Transaction Inquiry is the place that has all invoices, payments, credit notes and customer delivery. Customer Transaction Inquiry allows you to search in all transactions using the top filter with customer or date or transaction type, also you can print any transaction or view its General Ledger journal entry, you can send the document…
Use Customer Returns for uninvoiced Deliveries when a customer sends goods back after a delivery note has been posted, but before those quantities have been invoiced. This is a separate operational document from a customer credit note. Use a customer credit note instead when the goods were already invoiced.
The AI Customer Risk Indicator helps sales and credit-control users assess a customer before confirming a Sales Order or Direct Sales Invoice. After selecting a customer, the indicator displays the overall risk level: Click the indicator to view: For cash invoices, the current invoice is displayed but is not added to credit exposure. The indicator…