{"id":23621,"date":"2024-06-12T13:26:09","date_gmt":"2024-06-12T11:26:09","guid":{"rendered":"https:\/\/docs.prim.io\/module-description-documents-and-operations-4\/"},"modified":"2024-06-12T13:26:14","modified_gmt":"2024-06-12T11:26:14","slug":"module-description-documents-and-operations-4","status":"publish","type":"page","link":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/module-description-documents-and-operations-4\/","title":{"rendered":"Module description, documents and operations"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"2582\" height=\"1880\" src=\"https:\/\/docs.prim.io\/content\/uploads\/2022\/04\/Blank-diagram.png\" alt=\"\" class=\"wp-image-21181\" srcset=\"https:\/\/docs.prim.io\/content\/uploads\/2022\/04\/Blank-diagram.png 2582w, https:\/\/docs.prim.io\/content\/uploads\/2022\/04\/Blank-diagram-768x559.png 768w, https:\/\/docs.prim.io\/content\/uploads\/2022\/04\/Blank-diagram-1536x1118.png 1536w, https:\/\/docs.prim.io\/content\/uploads\/2022\/04\/Blank-diagram-2048x1491.png 2048w\" sizes=\"(max-width: 2582px) 100vw, 2582px\" \/><\/figure>\n\n<p>The sales process starts long before a customer deal is made and continues long after. For this reason and for the user&#8217;s convenience, the Sales module gathers all possible actions in one place, which includes:<\/p>\n\n<ul><li><a href=\"https:\/\/docs.prim.io\/bg\/?page_id=352\">creating a sale of goods, BOMs or services<\/a><\/li><li><a href=\"https:\/\/docs.prim.io\/bg\/?page_id=352\">creating different types of sales &#8211; wholesale or retail<\/a><\/li><li><a href=\"https:\/\/docs.prim.io\/bg\/?page_id=721\">sales processing from markets or web shops<\/a><\/li><li><a href=\"https:\/\/docs.prim.io\/bg\/?page_id=352\">sales under contracts with customers<\/a><\/li><li><a href=\"https:\/\/docs.prim.io\/bg\/?page_id=721\">sales warehouse service (dispatch, picking)<\/a><\/li><li><a href=\"https:\/\/docs.prim.io\/bg\/?page_id=617\">blocking of sales quantities<\/a><\/li><li><a href=\"https:\/\/docs.prim.io\/bg\/?page_id=721\">warehouse service for online sales with freight forwarder ( packing, bills of lading<\/a>)<\/li><li><a href=\"https:\/\/docs.prim.io\/bg\/?page_id=721\">invoicing, issuing financial documents (cash voucher, receipt, proforma, invoice)<\/a><\/li><li><a href=\"https:\/\/docs.prim.io\/bg\/?page_id=721\">recording of sales payments( more precisely on the related financial documents)<\/a><\/li><li><a href=\"https:\/\/docs.prim.io\/bg\/?page_id=721\">current sales status (invoiced, paid, written, claimed)<\/a><\/li><li><a href=\"https:\/\/docs.prim.io\/bg\/?page_id=359\">reversal of sales and related warehouse and\/or financial documents and\/or payments<\/a><\/li><li><a href=\"https:\/\/docs.prim.io\/bg\/?page_id=359\">return of money to customer<\/a><\/li><li><a href=\"https:\/\/docs.prim.io\/bg\/?page_id=727\">reflecting the return and\/or exchange of goods<\/a><\/li><li><a href=\"https:\/\/docs.prim.io\/bg\/?page_id=4226\">offers and their conversion into sales<\/a><\/li><li><a href=\"https:\/\/docs.prim.io\/bg\/?page_id=726\">allocation of sales costs<\/a><\/li><li><a href=\"https:\/\/docs.prim.io\/bg\/?page_id=84\">multiple sales reports by different sections<\/a><\/li><\/ul>\n\n<h2 class=\"wp-block-heading\"><a href=\"https:\/\/docs.prim.io\/bg\/?page_id=378\">Pricing and pricing policies<\/a><\/h2>\n\n<p>The Sales module in Prim.IO allows an enviable freedom in managing pricing policies, so you can cover every relationship and agreement with your contractor. Organizing prices can be quite a task, especially if you sell through multiple channels, but with Prim.IO there is a solution. The Sales module will help you unify your pricing policies, listings and promotions. And if you do decide to differentiate, for example to sell cheaper by 15% just through your website, you can also organize and track it through the module.<\/p>\n\n<p>Ways to manage prices and pricing in Prim.IO:<\/p>\n\n<ul><li><a href=\"https:\/\/docs.prim.io\/bg\/?page_id=707\">price lists by customer<\/a><\/li><li><a href=\"https:\/\/docs.prim.io\/bg\/?page_id=706\">price lists by customer types, customer statuses<\/a><\/li><li>price lists for one or more goods\/services<\/li><li>price lists by group of goods \/ services, brands, supplier<\/li><li>price lists by place of sale<\/li><li>price lists by trader or multiple traders<\/li><li><a href=\"https:\/\/docs.prim.io\/bg\/?page_id=710\">specific pricing policy ( freely editable)<\/a><\/li><li><a href=\"https:\/\/docs.prim.io\/bg\/?page_id=711\">policies for giving discounts in order of sale<\/a><\/li><li><a href=\"https:\/\/docs.prim.io\/bg\/?page_id=712\">policies for giving discount on document sale<\/a><\/li><li><a href=\"https:\/\/docs.prim.io\/bg\/?page_id=708\">promotions for percentages and\/or quantities<\/a><\/li><li><a href=\"https:\/\/docs.prim.io\/bg\/?page_id=2973\">customer cards with bonus points<\/a><\/li><li><a href=\"https:\/\/docs.prim.io\/bg\/?page_id=709\">price sessions by period<\/a><\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The sales process starts long before a customer deal is made and continues long after. For this reason and for the user&#8217;s convenience, the Sales module gathers all possible actions in one place, which includes: creating a sale of goods, BOMs or services creating different types of sales &#8211; wholesale or retail sales processing from [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":23643,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Module description, documents and operations - PRIM.IO RESOURCE CENTRE<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/module-description-documents-and-operations-4\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Module description, documents and operations - PRIM.IO RESOURCE CENTRE\" \/>\n<meta property=\"og:description\" content=\"The sales process starts long before a customer deal is made and continues long after. 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