Sales management module

Sophisticated sales management features organized in a simple and coherent fashion.

Streamline your sales order processing and tracking

View and edit your entire sales order procedures and manage all associated sales data super efficiently in one consolidated webpage:

Sales Orders List View

Filter and list the sales orders. Check status, query order information and perform bulk actions.

Reorder backorder

When there is not enough stock on-hand to fulfill a sales order, reorder backorder function can be initiated to order the unavailable quantity of the product from supplier. The sales order will be held back until that stock arrives.

Delivery and Invoicing

Jeenie mandates matching between delivery and invoicing for proper controlling. Processing of the following types of matching are supported.

  • One delivery matches with one invoice
  • One delivery matches with multiple invoices
  • Multiple deliveries match with one invoice

Credit Note and Restock

One or more credit notes can be attached to a sales invoice, or credit note can be also processed independently. Credit note function accommodates the following scenarios:

  • The unit price of item(s) has been over-charged
  • Discount is applied after invoice is being processed
  • Shipment is sent incorrectly, or customer received damaged goods, for which returned items are re-stocked to inventory
  • Credit note that is not applied to any particular invoice

Customer Credit

Customer credits is money that is owed to a customer which occurs in many ways.

  • Credit note that is issued without refund or being allocated to any existing invoice
  • Prepayments or deposits not yet related to any sales invoice
  • Overpayments by customer

All these types of customer credits can be processed in appropriate ways and allocated to sales invoice later.

Service Sales

Service sales are used specifically for processing service orders without stocked items. Steps such as pick, pack and ship are not involved in service sales procedures.

Journal Entries

Journal entries for transactions with financial significance throughout the sales cycle are automatically generated, associated with individual transactions and overall sales order.

  • Deliveries
  • Invoices
  • Money collections and refunds
  • Credit note and restock