Different types of sales document

There are following types of sales document in EPR system:

• Quotation(QT)
• Cash Sale(CS)
• Rush Order(RO)
• Credit Memo(CR)
• Debit Memo(DR)
• Standard Order(OR)

 

The quotation Document

The quotation document is created after a customer makes an inquiry, it contains information about the goods or services, quantity and price of goods,

and the proposed delivery time. It also contains about the material availability at the proposed price and delivery date.

 

The Cash Sale Document

While creating a cash document, then ERP system automatically specifies the current date as the delivery and billing date. And delivery and invoice generate automatically.

 

The Rush Order Document

A rush order document is created when goods need to be delivered or shipped immediately after the order is received.

The delivery document generates automatically.

 

The Credit Memo Document

The credit memo document is created when one of the following two conditions is met:

• when the customer returns the previous purchased goods
• the defective goods are delivered to customer
• the customer is overcharged for the goods

The Debit Memo Document

The debit memo document is created when you need to debit the customer for the goods or services that you have not been fully billed.

 

The standard Order Document

OR stands standard order document type.