BLUE LOTUS 360

Table of Contents

1. Sales Management

1.1 Quotation

1.2 Sales Order

1.3 Invoice

1.4 Sales Return

1.5 Accounting Entries & Inventory Movement

Annexures

1. Sales Management 

This module helps to achieve operations and document-based recording of entire sales transactions. With Blue Lotus 360 Sales management module, your company can manage all Sales related functions of your business on a single platform.  Sales Management module covers below areas:

1. Quotations
2. Sales Orders
3. Invoice
4. Sales Return / Credit Note

A typical sales flow will be as follows, and below flow diagram shows how this process can be handled through BlueLotus 360.

1.1 Quotation 

Quotation is an offer or proposal containing a price commitment for specific goods or services that you would provide to a customer or a lead if accepted. 

To access the Quotation form, go to:

Sales Management >> Quotation

OR

Simply search by typing “Quotation” on the home screen search bar. 

Quotation form as follows;

Please refer the annexures for further details on the form fields. 

1.2 Sales Order 

The sales order is a commitment from a customer or lead to buy a product or service from you at agreed quantities and price. You can directly convert a Quotation to a Sales Order or create a standalone sales order. 

To access the Sales Order form, go to:

Sales Management >> Sales Order

OR

Simply search by typing “Sales Order” on the home screen search bar 

Sales order form as follows;

Please refer the annexures for further details on the form fields.

1.3 Invoice 

Sales Invoice is a written document used by a seller to inform the detail of the transaction to their customers. It is the request for payment and records the revenue in the profit-and-loss statement. You can directly convert a sales order to an Invoice or create a standalone invoice. 

To access the Invoice form, go to:

Sales Management >> Invoicing >> Invoice

OR

Simply search by typing “Invoice” on the home screen search bar

Invoice form as follows;

Please refer the annexures for further details on the form fields. 

1.4 Sales Return

Sales return form is used to enter the good returns made by the customers. You can directly convert an Invoice to a Sales Return or create a standalone sales return. 

To access the Sales Return form, go to:

Sales Management >> Returns & Adjustment >> Sales Return

OR

Simply search by typing “Sales Return” on the home screen search bar

Sales Return form as follows;

Please refer the annexures for further details on the form fields.

Accounting Entries & Inventory Movement

Annexures