Q: What is the OnBoardSoft Sales Module?
ANS: A comprehensive order management system for creating, tracking, and managing client orders from quotation through payment, with integrated pricing, discounts, shipping, and tax calculations.

Q: How do I access the Sales Module?
ANS: Log into Admin Portal → Sales → Sale Orders. The dashboard displays Order ID, Client, Agent, Payment Status, and Actions.
 

Q: How do I create a new sales order?
ANS: Follow these 7 steps:

1. Start: Click 'Add New' → Select client (auto-fills Order No., dates, terms, currency)
2. Add Items: Choose Product/Section/Custom Product (auto-calculates totals)
3. Add Charges: Apply discounts, shipping, tax as needed
4. Review Total: Grand Total = Subtotal - Discount + Shipping + Tax
5. Add Details: Order title auto-generates, add notes/terms
6. Set Payment: Mark Paid/Unpaid, add payment instructions
7. Finalize: Toggle client notification → Back/Save as Draft/Create Order

Q: What information fills in automatically?
ANS: Order Number, Issue/Due dates, Client Info, Payment Terms, Currency, and client-specific preferences.

Q: Can I save my work and finish later?
ANS: Yes, use Save as Draft to return later, make changes, or gather additional information before finalizing.

Q: How do I add products to an order?
ANS: Three options: Add Product (from catalog), Add Section (grouping), Add Custom Product (manual entry with custom pricing).

Q: How does pricing work?
ANS: Set individual prices, apply discounts, add shipping/tax. Formula: Grand Total = Subtotal - Discount + Shipping + Tax (auto-calculated).

Q: Can I apply discounts to orders?
ANS: Yes, click 'Add Discount' to apply reductions. System automatically recalculates grand total.

Q: How do I record payments?
ANS: Sales payment steps

• Go to Sales → Sale Orders → View Order
• Open Payments Tab
• Enter: Amount, Date, Method, Payment Type (Full/Partial), Notes
• Click 'Add Payment'

Q: Can I handle partial payments?
ANS: Yes. Record multiple payments per order, track balances automatically, mark as Full or Partial with notes.

Q: Can I refund payments through the system?
ANS: No. Payments cannot be refunded through the system - handle externally.

Q: How do I track order status?
ANS: Dashboard shows real-time status updates, payment monitoring, order history, and action buttons.

Q: What sales reports are available?
ANS: Order details/history, payment tracking, sales analytics, client summaries, and export capabilities.

Q: How do I handle bulk orders efficiently?
ANS: Use sections for grouping, custom products for bulk pricing, rich text notes for specifications, save as draft for complex orders.