Sales Process

Overview of the end-to-end sales workflow in Numera

Process Overview

The sales process in Numera follows a structured workflow from order creation to payment collection. Each step is connected, ensuring data flows seamlessly through your organization.

Sales Workflow

Outbound Order

Create and manage outbound orders from customers

Outbound Delivery

Pick, pack, and ship goods to customers

Invoice

Generate and send invoices for delivered goods

Payment

Record and reconcile customer payments

1. Sales Order

The sales process begins when you create a sales order. This document captures what the customer wants to purchase, quantities, prices, and delivery requirements.

Select or create a customer
Add products or services
Set quantities and prices
Specify delivery date and location
Apply any discounts or special terms

Outbound orders can be created manually, imported from external systems, or generated from quotes.

2. Outbound Delivery

Once the sales order is confirmed, create an outbound delivery to fulfill the order:

Pick items from warehouse locations
Pack goods for shipment
Generate shipping documents
Update inventory levels automatically
Track delivery status

3. Invoice

After delivery (or based on your billing terms), generate an invoice:

Create invoice from delivery or sales order
Review and adjust if needed
Send to customer via email or print
Post to accounting automatically
Track open receivables

4. Payment

Complete the cycle by recording customer payments:

Match payments to open invoices
Handle partial payments
Reconcile with bank statements
Track payment history

Document Flow

Documents in the sales process are linked together, creating a complete audit trail:

Document	Creates	Updates
Outbound Order	Outbound Delivery, Invoice	Allocated inventory
Outbound Delivery	Invoice	Inventory, Sales Order status
Invoice	Accounting entries	Customer balance, VAT
Payment	Bank reconciliation	Invoice status, Customer balance

Best Practices

Always check inventory availability before confirming orders
Use delivery notes for proof of delivery
Send invoices promptly after delivery
Follow up on overdue payments regularly
Review sales reports to identify trends and opportunities