Customers, products and sales

Begin with clean master data

Create customers once, use consistent product and service codes, and define prices, taxes, units and locations before processing live sales.

Follow the commercial workflow

1. Select or create the correct customer.
2. Add products or services using approved prices.
3. Confirm quantities, taxes, discounts and fulfilment details.
4. Record the actual payment or credit terms.
5. Issue the appropriate receipt or invoice.

Protect reporting quality

Correct errors using adjustments, returns or reversals rather than deleting history.