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Document type

Document types​

By default, Retail operations manages 5 different types of Sales documents, corresponding to the progression of a sales process with the final customer, and 6 different types of Purchase documents, corresponding to the progression of a purchasing process with your suppliers.

Sales document types​

  • Quotation / Estimate

  • Sales order

  • Delivery note

  • Invoice / Billing

  • Credit note

Purchase document types​

  • Purchase request / estimate

  • Purchase order

  • Purchase order acknowledgement

  • Receipt

  • Supplier invoice / billing

  • Supplier credit note

info

It is possible to add other documentary levels according your specific needs (e.g. "Sales order after measurement", "Proforma invoice", ...). Please contact the Service team in order to get the feasibility and cost of your customization.

Example​

For example, a simplified selling process could involve the below Document types:

  • Identify the Customer needs, create a Quotation for example by importing a drawing of his HomeByMe project, negociate the options and discounts, etc. Then finally have him signing the Document.
  • Ask for a deposit and eventually generate a Deposit invoice.
  • Generate the corresponding Sales order and finalize the selling process.
  • Generate the Purchase orders for your suppliers and send them a copy (for example by email or via EDI).
  • Receive a Purchase order acknowledgement from each supplier, control it and verify your updated margins and delivery dates.
  • Generate a Delivery note and a final Invoice for your Customer.
  • ...

Of course a selling process can be much more complex, Retail operations will allow you to manage each different case. You can find an overview of a Project cycle of life management with Retail operations here.