Selling to a customer

This is for back-office sales (for example wholesale or delivery orders). Walk-in sales at the counter are made on the POS.

Step	Module	What changes
1. (Optional) Take the order	Sales	Nothing yet.
2. (Optional) Receive a deposit	Collection (Down Payment)	Records the advance.
3. (Optional) Pick the goods	Picking List, Inspection Mode	Nothing. Helps the warehouse.
4. Release the goods	Sales Outbound	Stock goes down when approved. The customer now owes you.
5. (Optional) Bill the customer	Counter	Groups unpaid outbounds into one statement.
6. Collect payment	Collection	The customer's balance goes down.

Step by step

1. Take the order. Open Sales and Other Income › Sales, choose the Customer, add products, and approve.
2. Release the goods. Tick the sales order and click Create Sales Outbound, or create a Sales Outbound directly. Approve it when the goods leave. If the customer pays now, add the payment with Collection Detail before approving.
3. Collect. For credit customers, create a Collection when they pay, or click Create Collection on the outbound. For many invoices, first group them in a Counter and collect the counter.
4. Follow up on unpaid balances with Customer Balance and Collection Due Warning.

Credit limit

If the customer has a Credit Limit, CIRMS warns you when a sale would take them over it. See Credit limit.