Sales
Sales is the process of selling goods and services and collecting the money for them. In TamilAccounting it runs as a chain of linked documents, each one carrying its data forward, so nothing is re-keyed and every step can be traced back to the one before it.
The sales chain
| Step | Document | What it does to your accounts |
|---|---|---|
| 1 | Quotation | Nothing. A priced offer that commits neither side. |
| 2 | Sales Order | Nothing. Records a confirmed commitment to sell. |
| 3 | Delivery | Reduces stock and posts the cost of goods sold. |
| 4 | Invoice | Raises the customer receivable, the revenue and the tax. |
| 5 | Payment | Increases your bank balance and reduces the receivable. |
| 6 | Allocation | Matches the money to the invoices it settles. |
Value and stock only start moving at step 3. Quotations and orders are commitments, not accounting events — which is why you can edit them freely, and why a delivery cannot simply be edited away once it has posted.
You do not have to start at the beginning
Enter the chain wherever the sale actually starts. The system creates the missing documents behind the scenes so the trail stays complete.
| Situation | Use |
|---|---|
| Customer asks for a price | Quotation, then convert it |
| Order agreed now, delivered later | Sales Order |
| Goods go out today, bill later | Direct Delivery |
| Sold, shipped and billed at once | Direct Invoice |
| Several deliveries, one bill | Batch Invoice |
| Goods returned or overbilled | Credit Note |
Where to look
- Sales Overview — revenue, receivables and overdue at a glance
- Quotations, Orders, Deliveries, Invoices, Credit Notes, Payments — one list per document type
- Allocations — money received but not yet applied
Set up first
| Setting | Why it matters |
|---|---|
| Sales Types | Your price levels, and whether prices include tax. This affects every document. |
| Sales Persons | Who sells, and how commission is calculated. |
| Sales Areas | Grouping customers by territory for reporting. |
| Sales Groups | Grouping customers by category instead of location. |
| Customer Credit Status | Who may keep buying when they owe you money. |
Moving in from other software
To bring historical sales across in bulk, use Import Sales transaction. It creates the invoices, orders and deliveries together from one spreadsheet.
In this section · 38 articles
Direct Invoice
A Direct Invoice is the bill you give a customer after selling goods or...
Quotation
A Quotation is a priced offer sent to a customer, valid until a stated...
Direct Sales Order
A Sales Order records a confirmed customer commitment to buy goods or services at...
Direct Delivery
A Direct Delivery records goods physically leaving your warehouse for a customer, without raising...
Customer Payment
A Customer Payment records money received from a customer against what they owe. It...
Customer Credit Note and Sales Return
A Customer Credit Note reverses all or part of a sale. Use it for...
Quotations List
The Quotations List shows every quotation created in TamilAccounting. From here you can filter...
Sales Orders List
The Sales Orders List shows every order created in TamilAccounting. From here you can...
Sales Deliveries List
The Sales Deliveries List gives a central view of every dispatch recorded in TamilAccounting....
Invoices
The Sales Invoice List shows every invoice raised in TamilAccounting, including both normal sales...
Credit Notes List
The Sales Credit Note List displays every credit note in TamilAccounting, including customer credit...
Customer Payments List
The Customer Payments List displays every payment recorded against customers in TamilAccounting. Use it...
Allocations
The Allocations List is where incoming money is matched to the invoices it pays....
Sales Types
Sales Types set up different price levels for your products, so a walk-in shop...
Sales Persons / Salesman
Sales Persons, also called Salesmen, are the team members who sell to customers. Each...
Sales Areas
Sales Areas define the geographical locations or market segments where your company sells. Assigning...
Sales Groups
Sales Groups let you split customers into categories that suit your business, rather than...
Sales Order View Transaction
The Sales Order View is the full record of an order after it has...
Customer Credit Status
Customer Credit Status controls whether a customer may keep transacting, based on their payment...
Issue Batch Invoice for Delivery Notes
The Batch Invoice for Delivery Notes screen bills several outstanding deliveries for one customer...
Import Sales transaction
Importing Sales Invoices lets you migrate transactions from other accounting software or external platforms...
Sales Quotation View
The Sales Quotation View is the full record of a quotation after it has...
Sales Delivery View
The Sales Delivery View is the full record of a dispatch after it has...
Sales Invoice View
The Sales Invoice View is the full record of an invoice after it has...
View Sales Credit Note
The View Sales Credit Note page is the full record of a credit after...
Customer Payment View
The Customer Payment View is the full record of a payment after it has...
Quotation to Sales Order
The Quotation to Sales Order screen turns an accepted quotation into a confirmed Sales...
Order to Delivery Form
The Deliver Items for a Sales Order screen converts a Sales Order into a...
Delivery To Invoice
The Issue an Invoice for Delivery Note screen converts a finalised dispatch into a...
Invoice to Credit Note
The Credit All or Part of an Invoice screen issues a Credit Note against...
Sales Overview
The Sales Overview is the landing tab of the Sales module. It answers the...
PDC
Post Dated Cheques are cheques dated for a future day. PDC tracks them from...
New PDC
New PDC records a post dated cheque against a customer. It captures the cheque...
Cheque Settings
Cheque Settings decides where each stage of a post dated cheque posts in the...
Cheque Bank Settings
Cheque Bank Settings defines the print layout for each of your banks. Cheque stationery...
Commissions
Commissions tracks what your sales agents have earned on the invoices they brought in....
Coupons
Coupons defines the discount codes customers can redeem against an invoice. Each carries a...
Coupon Invoices
Coupon Invoices lists where coupons have actually been redeemed — which code, on which...