You can sell your products and services in Sage Active using sales documents. Each document in the application represents a specific step in the sales process to allow you to maintain a clear and simple overview of your sales operations. Sales documents evolve in the following sequential order:
- Quotes
- Orders
- Delivery notes
- Invoices
- Credit notes
When you have completed a sale in the application, you can easily record your invoices and credit notes by posting them as journal entries to your sales invoice journals.
Sales quotes usually mark the start of a sales interaction. A quote provides detailed information about the products and services offered, their prices, and the terms of the potential transaction. Unlike other sales documents, you can create a quote for a prospect as well as a customer.
If a prospect or customer accepts your sales quote, then the next step of the sales process is to generate a sales order based on that quote. A sales order acts as a confirmation of the quote and specifies details about the products or services for sale, including information on the quantity, price, and any related discounts.
When the sales order is ready to be fulfilled you can generate a delivery note for the customer based on their order. The delivery note is provided to the customer along with their ordered products and services, containing information like the quantity and a description of the items delivered.
The final step of the process is to generate a sales invoice from your delivery note. An invoice details the products or services provided, their corresponding prices, and the total amount due for payment. It is important to note that the invoice serves as a formal request for payment after a sale has been completed.
In the event of a sales issue or invoicing error, you can generate a credit note for your customer from an invoice. A credit note can be used to indicate a reduction in the amount owed due to returns and price corrections.
2 Comments left by users
Hello – the Delivery Note (Bon de Livraison) also known as a Packing List, should not include pricing information. I have never seen a packing list include price details. This is very problematic when dealing with distributors placing orders on behalf of their customer. The distributor does not want the end customer to see the price they paid for such goods.
Hello Greg,
Thank you for sharing your comments with our content team. We are always glad to receive feedback on how to improve our help centre articles.
The feature mentioned is not currently in Sage Active and we are unable help with missing features or suggestions here. However, you can leave a suggestion in Sage Active. To do this, log in to the application and select ‘Help’ next to your profile in the top right-hand corner. Then, choose ‘Help Centre’. In this menu, you can access ‘Got an idea for Sage Active’. The button ‘Vote for an idea or add your own’ will guide you to the ‘Sage Active Ideas Portal’ where you can add your idea.
Thank you