Customer Processes

Customer Processes:-

• Sales Orders SOP
  • These are records of what your customers have ordered from you, it includes items ordered but not yet supplied, items on back order and is a comprehensive equivalent to a manual Order Book. Using it it is easy to see what orders are outstanding and to generate delivery notes and invoices.
  • Sage also allows you to store quotes in here ready to be turned into orders on acceptance by the customer.
  • If you use Sales orders you will create the invoices automatically so you will save work later on and have more information about your business.
• Invoicing
  • The invoicing module allows you to create the paperwork for your customer invoicing and updates directly to the Customer Ledger saving you time entering sales invoices, if you also sell stock products it will record stock movements, saving you time and trouble.
• Customer Ledger
  • The core customer ledger records all transaction between you and your customers
• Credit Control
  • The Credit control processes built into sage help you get paid on time.
    • Telephone Collection (Very effective but uses a lot of time and therefore money)
    • Credit Control letters ( A series of three letters based on your aged periods to get payment, not as effective as telephone but quick and easy to run therefore much less expensive)
    • Statements (Essential, many customers will not release an invoice for payment until they have verified that they have not made any errors in data entry by reconciling the account to a statement.
• Receipt of Payment
  • The most important part of the customer process.
• Bank Reconciliation
  • Our final check to make sure we have not made any errors.

Diagram of the processes and how they relate to each other.