Sales Process and Transaction Entry
Embedded Files
Logon to the front-end server and enter the provided domain credentials.
Select the Greenestep application from the TS Plus remote app.
Enter the provided user Login credentials for Greenestep Business Suite.
Creation of Sales Quotation
A sales quotation is a formal document provided by a business to a potential customer, outlining the specific products or services offered, their prices, and terms of sale, serving as a preliminary agreement before a transaction takes place.
Sales Module > Sales Quotation > Create New > select a customer > Accept.
Sales Quotation to SalesOrder
Open the sales quotation > Menu > Process > Click on Reserve > sales quotation will be converted to sales order.
Sales order to Sales Invoice
Open a Sales Order > Menu > Process > Click on Invoice > sales order will be converted to sales invoice.
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