Introduction

This guide provides a clear overview of the steps you would take in DashBod to account for every step of your Sales Management process when selling a good or service to a customer.

Note: If your sales management process does not require you to create a Quotation or Sales Order, you may proceed straight to Step 3.

Managing the Sales Process:

1. Create a Quotation
2. Create a Sales Order
3. Create an Invoice
4. Registering an Invoice Payment

1. Create a Quotation

Companies typically start off by creating a Quotation for their customers, which is a price estimate of a sale based on discussions with their customer.

2. Create a Sales Order

Next, the Quotation would be converted into a Sales Order upon agreement with the customer.

Creating the Sales Order confirms details such as the quantity and price of goods and services to be sold to a customer.

3. Create an Invoice

The Sales Order would then be converted into an Invoice when the goods and services requested from the customer are being prepared.

Invoices are Created to be issued to a customer to communicate the sale of goods and services along with payment deadlines.

4. Registering an Invoice Payment

Finally, when payment is received from the customer, you should Register it to the Invoice that has been created earlier.

What’s Next

This guide has covered the steps a company would normally take in their Sales Management Process.

To explore DashBod’s other Sales Management functions, click here.