About Sales


Sales work area gives you online access to the most important functionality in sales. Create and edit quotations & sales orders, generate order confirmations as PDFs and view existing quotations, orders, invoices & credit notes, anywhere and at any time. In addition you also have the possibility to create invoices and credit notes.

In the Sales work area you will find information about customers, stock, cost price and gross margin on product lines. Thus, the Mamut Online Desktop Sales work area gives you the possibility to create quotations or sales orders, as well as print out a quotation or an order confirmation directly at your customer's office. All changes you make to quotations/orders or settings in Mamut Business Software, which affect stock levels, warehouse location, VAT handling and payment terms, will be synchronised and updated in Mamut Online Desktop as well.   

Overview over supported actions  

From the following table you can see which sales functionality is available from Mamut Online Desktop, sorted by status.

Status

View

Create

Edit

Quotation

Yes

Yes

Yes

Order basis for batch order

Yes

No

No

Unprocessed sales order

Yes

Yes

Yes

Unprocessed batch order

Yes

Yes

Yes

Unissued credit note

Yes

Yes

Yes

Backorders

Yes

No

Yes

Invoice (not delivered)

Yes

Yes

No

Invoice

Yes

Yes

No

Credit Note

Yes

Yes

No

 

Note! You can also register a quotation/sales order as a Lost sale and as a Cancelled order in Mamut Online Desktop. However, other status changes, such as an order to a backorder, must be done via Mamut Business Software.


Read more about:

Working with Unissued Credit Notes

Create Credit Note

Working with quotations and sales orders

Create invoice from sales order

Getting Started with Sales

Quotation/Sales Order/Invoice/Credit note

Lists in the Sales Work Area

Reports

The Sales Work Area

User Settings for Quotations/Sales orders