About Sales

The Sales work area gives you online access to sales functionality: The online functionality supports the complete sale process from the quotation and the sales order to the invoice and, if needed, a credit note.

In the Sales work area you will find information about customers, stock, cost price and gross margin on product lines. Thus, the Mamut Online 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 as well.   

Overview over supported actions  

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

 

Version 11.1. The documentation may refer to services and/or functions that are not included within your solution. If you wish to get more information regarding this, please contact Mamut.

© 2018 Mamut Software Ltd. All rights reserved. Right reserved to change the product. Mamut and the Mamut logo are registered trademarks for Visma AS or subcompanies of Visma AS. All other trademarks are registered trademarks of their respective companies.