Sales Management Software

RVX Manager provides a complete Sales Management module which enables you to create and track your customer orders, control and manage the invoicing, delivery process and customers’ financial and accounting activities.

Functionalities

• tracking and processing of the customers’ orders which are in progress
• checking stocks, backorders and product delivery
• sale order-invoice or delivery order-invoice
• collections and customers’ financial records
• invoice and fiscal receipt printing
• sales report generated by period, warehouses, centers, agents, category, manufacturer

Sale Orders

The sale order is created as customer places their product request. After the order is confirmed by customer, the order’s status is automatically changed to “confirmed” and a “proforma” invoice will be generated. In addition, the necessary stock is marked “reserved”.

Sale Deliveries

The “confirmed” order can be partially or entirely delivered by generating the delivery order. Before delivery, the quantity ordered can be verified with the existing stock.

The delivery process may include several pending orders for the same client. After generating the delivery order the inventory is decreased with the quantities listed on delivery order and the status of pending orders changed into “delivered”.

Delivery orders do not affect any of customer orders, but they directly affect the local stock and/or warehouse stock and they are added on a pending list for invoicing.

Sale Invoices

Sales invoices can be entered either manually or automatically. They can be generated strating from a customer order or delivery order.

The confirmed orders can be partially or fully invoiced by generating sales invoices. The invoicing process can include multiple pending orders for the same partner. After you validate the invoice, the sale order status is changed to “invoiced”.

If the goods’ delivery is based on delivery order, the invoicing process provides a clear management of the invoiced stock and allows you to generate only one invoice.

The sale invoice is printed in PDF format and can be customized with any desired field in the database.

Customer Payments

Customer’s collections are recorded in a money register by capturing information as payment type and payment account. Customer’s payments may be assigned to one or more invoices. The assigning procedure of the amounts can be processed either automatically, based on the dues dates, or manually.

If there is no issued invoice, the payment can be recorded unassigned. RVX Manager provides an automatic procedure for assigning payments for one or all your clients. This procedure automatically turns off the unassigned payments in chronological order taking in consideration the due dates of the invoices.

You can check in real time, a customer’s balance, invoice and payments history, unpaid invoices and aging reports.