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
Working with quotations and sales orders
Create invoice from sales order
Quotation/Sales Order/Invoice/Credit note
User Settings for Quotations/Sales orders
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