Monitoring sales

It is possible to automatically generate a relevant schedule based on the dates in the quotation, especially if the sold product is linked to an employee.
- To generate the schedule from a quotation, go to Edit > Schedule > Manage the quotation schedule.
- To view the schedule from a quotation, go to Edit > Schedule > View the schedule.

The factoring feature allows you to better track the invoices submitted to the factor. This tool is mono-factor.
It enables you to manage:
- outstanding invoices to be submitted to the factor;
- outstanding invoices to be paid by the factor;
- outstanding invoices to be paid by the customers.
The factor's payment and guarantee funds are not taken into account.
All the information related to factoring management is visible in the invoice's record sheet. This tool allows you to manage both invoices and credit notes.
List of factoring options
Option | Description |
---|---|
Factoring | Available via Edit > Factoring. Enables you to mark the invoice as "submitted to the factor". The feature's label changes to "waybill compilation". |
Waybill compilation | Available via Edit > Waybill compilation. Enables you to link a waybill to an invoice. Only available for invoices managed through factoring. The context can be modified before validating the operation. |
Selection of invoices to submit to the factor | Available via Edit > Factoring management > Selection of invoices to submit to factor. An invoice can be marked as submitted to the factor when billing a delivery (unit delivery) or a billing table. This "mark" can also be done after saving the invoice. You can define a set of invoices to automatically submit, i.e. validated invoices that have not yet been submitted to the factor and which balance is equal to the invoice's total amount, VAT included. Saved invoices are marked as "to submit to factor". |
Generate the factor remittance slip |
Available via Edit > Factoring management > Generate the factor remittance slip. The user is responsible for generating the factor remittance slip from the list of invoices marked as "to submit to factor". Invoices that must be displayed on the waybill - which number can be found on the window's header - are selected:
|
Printing of a document + discharge | Available via Edit > Factoring management > Printing of a document + discharge. Enables you to print the discharge after selecting a waybill. |
Generate the factor file | Available via Edit > Factoring management > Generate the factor file. Enables you to add the factor's file from the customer's workstation. |
Select invoices accepted by the factor |
Available via Edit > Factoring management > Select invoices accepted by the factor. Enables you to mark paid invoices as "accepted by the factor". In the list of not-yet-paid invoices submitted to the factor, the user selects and deselects the invoices accepted by the factor:
|
Selection of invoices paid by the customer |
Available via Edit > Factoring management > Selection of invoices paid by customers. Enables you to mark invoices paid by the customer (information indicated by the factor on a note) as "paid by the customer". In the list of invoices "paid by the factor", the user selects and deselects the invoices paid by the customer:
|
Cancel factoring on current invoice | Available via Edit > Factoring management > Cancel factoring on current invoice. Enables you to cancel the notion of factoring on the current invoice. |
Cancel invoices paid by the customer (returned by factor) | Available via Edit > Factoring management > Cancel invoices paid by the customer (returned by Factor). Enables you to cancel the factor invoices that were already paid by the customer. |
Book the invoices provided to factor | Available via Edit > Factoring management > Book the invoices provided to factor. Enables you to search for yet-to-be-booked invoices that were provided to the factor. |
List of invoices pending transmission to factor | Available via Edit > Factoring management > List of invoices pending transmission to factor. Enables you to access the list of invoices marked as to be processed through factoring and on which discount has not yet been applied. |
List of invoices submitted to the factor | Available via Edit > Factoring management > List of invoices submitted to the factor. Enables you to search for yet-to-be-paid invoices that were submitted to the factor. |
List of invoices pending payment by the customer | Available via Edit > Factoring management > List of invoices pending payment by the customer. Enables you access the list of invoices paid by the factor but not yet paid by the customer. |