Functionality of customer module in Treezsoft
1. Cash Sales
Allow you to issue cash sales made for each customer
The functions of cash sales in TreezSoft is as below:
- Able to show the full list of transactions made.
- Allow you to transfer your cash sales from the sales quotations, sales order and delivery orders.
2. Sales Quotations
Allow you to record down the sales quotations you offer to your customers.
The functions of sales quotations in TreezSoft is as below:
- Able to show the full list of sales quotations.
- Allow you to keep track of the status of the previous quotations made (eg, Fully Transferred, Confirmed, etc.)
- Able to show you the transferred document in details (eg. Document type, document no., quantity, date, etc.)
3. Sales Orders
Allow you to record down the sales orders from your customers in a specific details of the products with quantity, price, payment terms, delivery terms, and etc.
The functions of sales orders in TreezSoft is as below:
- Able to show the full list of sales orders.
- Allow you to transfer your sales order from the quotations.
- Allow you to check your stock balance when creating the sales order.
- Allow you to keep track of the status of previous sales order made (eg, Fully Issued, Confirmed, etc.)
4. Delivery Orders
Allow you to record any delivery order (DO) issued to your customers.
The functions of delivery orders in TreezSoft is as below:
- Able to show the full list of delivery orders.
- Allow you to transfer your delivery order from the sales order and sales quotations.
- Allow you to keep track of the status of previous delivery order made (eg, Fully Invoiced, Confirmed, etc.)
5. Delivery Returns
Allow you to record the specific information about the goods return from your customers.
The functions of delivery returns in TreezSoft is as below:
- Able to show the full list of delivery returns.
- Allow you to transfer your delivery return from delivery order.
6. Sales Invoices
Allow you to record the invoices you receive from your customers.
The functions of sales invoices in TreezSoft is as below:
- Able to show the full list of sales invoices.
- Allow you to select invoices by batch.
- Allow you to transfer your sales invoice from sales quotations, sales order, and delivery order.
- Allow you to keep track of the status of previous sales invoice made (eg, Confirmed, Fully Paid, Partially Paid, etc.)
7. Receive Payments
Allow you to record any payments made by your customers in here.
The functions of payments received in TreezSoft is as below:
- Able to show the full list of payment received.
- Able to show you the refund documents.
- Allow you to filter the list by selecting several selections (eg. with outstanding, with GST Submitted, etc.)
8. Sales Returns
Allow you to record any goods return from your customers in order to reduce the customer's account balances.
The functions of sales returns in TreezSoft is as below:
- Able to show the full list of sales returns.
- Allow you to transfer your sales returns from your invoice.
9. Recurring Transactions
Allow you to manage your recurring transactions made between you and your customers
The functions of recurring transactions in TreezSoft is as below:
- Able to show the full list of recurring transactions.
- Allow you to refer to the 'params' when key in the details to save more times.
You can read more on customers module in TreezSoft by visiting these links:
TreezSoft is a cloud accounting software for Small and Medium-sized Enterprises (SMEs). It allows you to access your financial information anytime, anywhere. It also allows you to have unlimited users for FREE for your account in TreezSoft. Our aim is to help reduce our clients' time spent on accounting mainly by using our automated processes and integration to help increase their company effeciency at a minimum costs. SMEs can use TreezSoft to keep track their expenses, accounts, daily operation e.g. Point of Sales (namely QPOS) system and etc.
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