Zayls Transactions and Reports | Zayls

by Angelica San Juan
2 months ago
0 Views
Knowledge Base Getting Started | Zayls Transactions and Reports

Zayls Transactions and Reports

Part 4 of 6: Tracking your purchase orders

Part 5 of 6: Handling your sales orders

  • Encode sales orders

    Process sales orders made by customers and monitor the status of it. You can check the record of sales orders based on different filters such as order date, target delivery date, customer, locations, and statuses.

  • Ship out orders to clients

    Manage your product deliveries to clients which can be done partially or in full. You can also assign delivery of trucks to better track delivery schedules and capacities.

  • Process sales orders

    Create sales returns for reported damaged items or wrong deliveries made by your customers.

    Process a sales refund for your customers’ reported sales return.

    Create invoices for sales orders of your customers for items due for delivery or delivered.

    Record collected payments made by customers. Collections can be adjusted accordingly by including customer deposits, additions, deductions, and even sales returns.

Part 6 of 6: Monitoring your performance and activity progress

  • Monitor your activities using the dashboard

    Monitor your business’ progress through the Zayls Dashboard. Get a bird’s eye view of your purchasing, sales, and inventory performances.

  • Assess your reports

    Evaluate reports to make sound business decisions by analyzing sales, inventory, purchasing, order fulfillment, account settlement, and customer/supplier relationship.