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Sales

Overview​

The Sales module in Bizconnekt helps you manage and track your sales activities efficiently. Inside this section, you'll find detailed guides for each feature, including:

  • Customers: Maintain a comprehensive database of your customers, view their profiles, and track interactions to enhance relationship management.
  • Quotations: Create, send, and manage sales quotations.
  • Sales Orders: Process and monitor customer orders.
  • Invoices: Generate and manage sales invoices.
  • Delivery Challan: Issue delivery challans to document the dispatch of goods to customers. Track delivery status, manage returns, and ensure accurate record-keeping for shipments.
  • Packing Lists: Pack a delivery into boxes and pallets, print the packing slip and labels, and follow the packing status. See Packing Lists.
  • Payments Received: Record and track payments received from customers against invoices.

Explore the pages within the Sales folder for step-by-step instructions and best practices for each feature.