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Sales and Invoicing

Sales in Saasu represent all the workflow you may need to support your Sales process. Sales reflect an invoice for the goods and/or services you sell to a buyer.

Sales have Payments

Sales remain unpaid until you apply Payment(s) to them. Apply a Payment to a Sale when you add the Sale or do this later when you receive your funds from the Add > Sale Payment screen.

Sales have workflow

Sales can go through stages - but only if you want them to

Pre-Quote Opportunity > Quote > Sales Order > Tax Invoice > Adjustment/Credit Note

To update the workflow stage of your Sale:

  1. Change the Type drop down to the new stage of workflow.
  2. Update the Date field to be the date this change occurred.
  3. Click the Save button to accept these changes.

EXAMPLE: When you have supplied goods or services you may change the Sale from "Sales Order" to "Tax Invoice" by selecting it from the Type drop down list.

purchase workflow

Once you have selected a type, you cannot change it back up the list. So if you save it as a 'Tax Invoice' you cannot then go back and change it to a 'Sale Order'.

What's in a Sale

FeatureDescription
LayoutItem (Time, Inventory) and Service (Labour, Fees, Non-Inventory).
TypeSpecifies the stage the Sale is at and includes Pre-Quote Opportunities, Quote, Order, Sale, Simple Money In, and others depending on your zone.
WorkflowEmail all Sale Types as a PDF Print/View as a PDF, Create Shipping Slip, Apply second level Contact (Agent/Sales/Delivery), Print as plain paper, Apply Discounts, Mark to be followed up, Mark as sent to Contact.
Workflow DocumentationDocuments, Activities, Notes Internal, Notes External, Voice Messages.

Sales Cycle

Saasu supports different types of Sales. Here is an table of when they might be used:

StateUse
Tax InvoiceFor and organisation registered for GST/VAT. Transaction has taken place between you and the customer.
Sale InvoiceFor an organisation not registered for GST/VAT. Transaction has taken place between you and the customer.
Sales OrderGoods have not been delivered/manufactured for the customer. No money owed by the customer yet.
Money In (Income)Quick cash transactions (eg POS transactions). Used especially when not much paperwork is involved.
Adjustment/Credit NoteA change is required for a Sales/Tax Invoice that has already been issued.
Pre-Quote OpportunityIndicative estimates for creating a sale that may occur but is not yet confirmed as an order or invoice. Mainly used for tracking and managing sales pipeline.
QuoteIssued informing prices when a request has been made.

Add or edit a Sale

  1. Go to Add > Sale
  2. Select the type of transaction this is from the first drop-down.
  3. Select a Contact. If you haven't set up the contact you can use the plus icon to the right of the drop-down to do so.
  4. Select a Ship to Contact. If the shipping/delivery Contact is different you can choose another Contact by clicking the link.
  5. Set a Date, Purchase Order # (if you have one from your customer), Summary and a Terms if required. The Invoice # will auto number by default. To turn this of and do manual numbering go to Settings > Sales to do this otherwise you can fill one in but we recommend auto-numbering.
  6. Choose a Layout above the list of line items. Clicking a blue link changes the layout to that clicked.
    • Service layout is for general sales or services.
    • Item layout is if you have an inventory business.
  7. Set the Amounts include Tax - Use this check box to tell Saasu if the amounts you are about to enter include or exclude tax.
  8. Enter payment details by entering the Date Paid, choosing the Bank Account used and the Amount paid. Leave this area blank if not yet paid.
  9. Add Tags to allow you to include this transaction in a report filtered for that Tag.
  10. Add Notes if required and Save the transaction and then option to print or email the transaction become available at the top of the screen.
  11. Do More allows you to directly a) Save & trigger the 'Email' pop-up window, or b) Save and trigger the next page to load a new purchase order based on the sale info, or c) not save the invoice but load a new purchase order based on the sale info :

Other options become available after saving such as Attachments which is the ability to upload files against this transaction. e.g. electronic copy of the PO sent to you from a customer. You can also add Activities if required such as Call notes, Meeting notes and similar.

Payments

You can apply a payment now or come back and apply them later.

Additional Info

Saasu Business Rules for Sales

Actions After Saving

Sales List

The Sales list is used for accessing Sales you have previously entered in order to view, print, edit, apply payment, or delete them. To view a list of Sales:

  1. Use the filters at the top of the screen to select which types of Sales you want to view between a specified date range.
  2. Choose whether you want Sales to be listed for -- All Contacts -- or choose a specific Contact from the drop-down list.
  3. Click the Show button.
  4. A list of Sales matching your filters will appear.

You can now use the links directly above the list to Add, Pay, View PDF, Delete, List Payments or Export your Sales/Quotes and Orders. Using the check boxes allows you to perform multiple tasks to these Sales such as "View PDF" will allow you to view multiple Sales in Adobe PDF for viewing or printing.

Sales List Icons

Saasu displays icons to the left of transactions where they have the following status:

Sales Order Icon Sales Order

Sales Quote Icon Sales Quote

List Actions

Filtering Your List Using Tags

FAQ's

When I use Ship To Contact how will the addresses appear on my Shipping Slips?

Where an Other/Delivery address exists (the second address option in your contact details screen) then Shipping Slips will always display that address. If not, then the Shipping Slip will use the Mail/Postal Address by default (the first address option in your contact details screen).

How do I edit these Sales or Sales Orders?

To the right of each result listed from your search you can Edit the transaction with the pencil icon.

How do I make a new copy of one of these transactions?

To the right of each result listed from your search you can use the Duplicate icon (plus) to create a new copy of the transaction.