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Manage Customer/Partner/Supplier Account, Contact, and their Addresses
Customer accounts can be created through either the account detail page or the ePoS tab.
Create a Customer Account through the Account Detail page
Customer accounts details can be created through the account detail.
Navigate to the app menu and click the Accounts tab.
Click on the “New” button on the top right-hand corner of the page.
Enter the name of the Customer in the Account Name field. Enter
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Create the Products
Products are configurable items which are manufactured in an organisation or purchased from the vendor/supplier and are sellable. Products can be stored in an organisation's Site/warehouse or a third party Site/warehouse.
Navigate to the app menu> Products tab.
Recently Viewed products will be listed, click on All to see all the available products in the system.
To create a new product, click the “New” button.
Enter the Product Name and
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A sales order is an archive that contains products/services ordered by a particular business partner (client) or customer as well as the prices and terms and conditions. The sales order includes the customer’s information, such as the address, the points earned for loyalty, the details of the product being sold and the date of delivery and other information. Each sales order has a unique sales order number that helps the customer confirm the details of their order and learn
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Purchase Requisition is generated before the purchase order is raised to notify the Purchasing team of the items it needs to order and their quantity. It gives the figurative information on the desired goods and services of the organisation.
To create a Purchase Requisition:
Go to App Menu > Purchase Requisition > New
Add Requisition Name, Expected Delivery date.
Make sure it is active and status is approved.
In the related section, create the “New Purchase Requisition
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A Return Merchandise Authorization (RMA) is part of the process of returning a product to receive a refund, replacement or repair during the product's warranty period. Returned merchandise requires management after the return and has a second lifecycle after the return.
Creating an RMA
An RMA can be created using one of two methods –
From the Sales Order tab (record level)
From RMA tab
From the Enterprise Point of Sale tab
RMA from Sales Order Tab:
Select the sales
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Aqxolt ERP provides the ability to assign discounts on price book that will determine the discounts for order profiles. The discount will affect all the products linked to the price book.
The tier is a threshold assigned to the product when the quantity purchased reaches within the floor and the ceiling unit. You can create the tiers by following the steps below.
Create a Tier record by navigating to the Order Management app > Accounts tab.
Once in the
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Enrol your customers in a loyalty program to encourage regular purchases and brand loyalty.
Create a Loyalty Program
Navigate to the app menu > Loyalty Program tab.
Once in the Loyalty Program section, you can track the Loyalty Program already filled in and create a new Loyalty Program.
To create a new Loyalty Program, click the “New” button.
Enter the Program name and select the “Active” checkbox.
Select the Priority, Tier, Loyalty Setup, and Start and End Dates of
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With Aqxolt ERP’s subscription module, you can offer a wide range of subscription frequencies, (e.g., weekly, monthly, quarterly, annually) simply by specifying the start and end dates of the subscription in the subscription plan.
Create a Subscription Plan
Create a Tax Plan record by navigating to the Order Management app > Accounts tab.
Once in the Accounts section, select the Organisation Account to create the subscription plan.
In the related tab, find the Subscription Plan
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Aqxolt ERP allows warranties to be easily recorded for a product or sales order line item.
Create Warranty and Return Policy:
Navigate to the Manufacturing app > Warranty & Return Policies
Once in the Warranty & Return Policies tab, you can view the Warranty & Return Policies information already filled in and create a new Warranty & Return Policies
To create a new warranty and return policy, click the “New” button.
Select the organisation
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Shipping is the key link in the customer’s supply chain, manufacturing, and retail success. Aqxolt ERP provides a complete solution for streamlining the shipping process with an accurate delivery date and time. Aqxolt ERP provides real-time communication between UPS and FedEx.
The shipping management process begins with the following activities.
Creation of Sales Order
Creation of Outbound Logistics(Pick, Pack, Ship)
When creating a sales order from the Order console, the shipment