We support multiple workflows in regard to deposits/pro-forma invoices, invoicing and receiving payments, and shipping.
Lots of options:
Quote-Invoice-Ship
Quote-Pro-Forma-Receive Deposit-Ship-Invoice
Quote-Ship-Invoice
Quote – Invoice – Ship
This is the traditional way, and is the fastest transaction. This method can also be used for Point of Sale transactions. This process starts with a customer accepting the quote. We then fulfill the order, send out the invoice and wait for the payment prior to shipping..
Quote-ProForma-Receive Deposit-Ship-Invoice
This method allows us to create a Pro-Forma invoice for the purpose of receiving a deposit from a new potential customer, without adding the transactions to the bookkeeping system until the deposit is received.
Quote-Ship-Invoice
Upon acceptance of the quote, we will process the order, purchase materials, and ship upon reciept. We will create the invoice at time of shipping, and the invoice will have payment terms attached to it that can be payment over time (Net Terms) or COD (Cash on Delivery).
SourceMatrixERP – Cloud Software for Electronic Parts Sourcing, Sales, and Distribution
This software was developed by and for companies in the Electronics Parts and Components Industry.
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Don’t forget…Startup-Success Plan is Here to Help!
All new users of SourceMatrix ERP will receive personal assistance during your company’s implementation. We offer training seminars at our sunny South Florida office and, for teams of 6 users and up, also offer On-Site training at your location!
SourceMatrix ERP wants you to succeed and is always here to help!