In Kladana you may organize your sales workflow: create Sales Orders, Invoices, Shipments and Returns.
Sales Orders start transactional relationships between your customer and you. Customers use orders to request a sale while companies use them to invoice their customers. Sales Orders are vital to the whole inventory management — they allow you to plan purchases and sales, reserve products in stock, and forecast customer demand.
In Kladana, creating Sales Orders won't take you much time because the app simplifies this process in the following way:
- Automatically fills the order number and current date. If needed, you can change them anytime.
- Displays available item quantity after you add an item to the order.
- Displays customer account balance to see if there is any debt or credit.
- Automatically fills the price of the added item and calculates the total order amount.
After creating you can edit a customer order anytime.
Once Sales Order is ready, you may print Sales Quotation (from print forms) to send to the customer to commit sales.
Next, create a Sales Invoice from the Sales Order. The document is prefilled with data from the order. Creating a Sales Invoice does not affect stock levels. Stock is reduced only when you create and complete a shipment.