Herschel Systems

Start by putting in the details of your customers using the customer details tool. Make sure your customer codes are long enough to be meaningful, and that they are consistent. 

Now enter the addresses for each customer using the customer address tool.

Next you can enter your pricelists using the sales pricelists tool. You do not have to use pricelists, but they make raising orders far quicker and reduce the risk of error.

Now ensure that your staff understand how the sales order options are used, and how sales orders will be raised and despatched.  Check that the system's initial sales order and despatch note numbers are correct (using the manager module options initialize documents and add more documents).

If you have a separate accounts system decide how you are going to pass invoice details to your sales ledger. The option despatch summary & transfer report has been designed to allow quick manual entry of sales data into an accounts system. Alternatively if you are using Sage 50 or 100 you may be able to pass the data directly into your accounts package.

Note that the Sell module will probably now take over some of the stock movements you are currently recording using the Store module options. Your stores staff should be clear as to how the system will operate when the Sell module is introduced.

Start raising sales orders, despatching goods and raising despatch notes and invoices.

Teach your staff to use the sales reports to help them control and monitor the selling process.

Monitor the system and correct any errors made.

Periodically use the delete / transfer old items option to remove old sales orders from the system.