The Sell Module

The Sell module is where you record customer details, maintain your sales pricelists, enter sales orders and print or email acknowledgements, print progress reports, despatch orders from stock, print despatch notes and print or email invoices.

Customers
The Sell module contains a file of customer details. This is maintained using the customer details tool: Herschel holds the following key dat...
Wed, 3 Feb, 2016 at 10:53 AM
Customer addresses
The Sell module contains a customer address file. This file is maintained using the customer address tool: Herschel can hold up to 999 addre...
Wed, 3 Feb, 2016 at 10:56 AM
Credit ratings
The customer’s credit rating dictates what actions Herschel is allowed to take when dealing with the customer.  It's set using the customer details t...
Wed, 3 Feb, 2016 at 12:05 PM
Selling pricelists
The sell module contains a file of selling pricelists. This is maintained using the sales pricelists tool: You can have an unlimited number ...
Wed, 17 Feb, 2016 at 12:05 PM
Sales orders
A sales order is raised when you sell a partnumber to a customer. Sales orders are entered using the sales order tool: Each new or...
Wed, 24 Feb, 2016 at 2:56 PM
Despatching a sales order
Items are sent out to a customer using the despatch a sales order option: Stock can be taken from any of the ten stock locations. Batch refer...
Fri, 19 Feb, 2016 at 11:27 AM
Invoicing
An invoice is automatically generated for each despatch. Note that the despatch note and invoice numbers are the same: The print an i...
Fri, 19 Feb, 2016 at 11:35 AM
Export documents
If you have despatched goods to an export customer then Herschel can generate a full set of export documentation.  The extra information required ...
Fri, 19 Feb, 2016 at 11:39 AM
The Sell module enquiries
The partnumber enquiry option is identical to that in the Store module - there is no need to leave the Sell module to look at the details of a partnumber: ...
Fri, 19 Feb, 2016 at 11:59 AM
The Sell module reports
Many of the Sell module reports print details for a range of items. This allows you to limit the amount of information listed. You should be careful when se...
Wed, 24 May, 2017 at 2:40 PM