Selling

The Selling module in NexWave handles your sales process from quotations to delivery and invoicing.

Selling module overview

Key Features

Customers

• Customer master records

• Customer groups and territories

• Credit limit management

• Price lists per customer

Quotations

• Create and send quotations

• Item-wise pricing and discounts

• Validity period tracking

• Convert to Sales Order

Sales Orders

• Order management

• Delivery scheduling

• Partial deliveries

• Order tracking

Delivery Notes

• Packing lists

• Delivery tracking

• Serial/batch selection

• Return handling

Sales Invoices

• Invoice generation

• Multiple payment terms

• Tax calculation

• Payment tracking

Sales Reports

• Sales Analytics

• Customer-wise sales

• Item-wise sales

• Sales funnel

Navigation

Access the Selling module from the sidebar: Selling menu

Common tasks

Step-by-step task guides from the User Guide:

• Creating Customer Records

• Price Lists and Pricing Rules

• Shipping Rules

• Sales Order to Despatch, Invoice & Payment Process

• Drop Shipment Sales Order Process

• Create Sales Order for Serialised Item

• Customer Returns

• Enter a Credit Note Against a Return

• Create Customer Refund

• Opening Point of Sale Terminal

• Processing Transactions on the POS Terminal

• Closing POS Terminal

• Sales Order Analysis Report

• Sales Order Trends Report

• Create Custom Sales Report