EV Sales Orders

EV Sales Orders

OVERVIEW:
EV Sales Orders

EV sales Order is a process of placing the sales order in the branch. This option allows user to directly allocate the vehicle against the successful purchase made by the customer. User can directly create the sales order from the lead generated or can create a fresh sales order.

Sale Order is a contractual document that gives detail information about the Customer and Items or Service he wants to purchase along with terms and conditions under which the transaction will take place. Sale Order can be created directly, or it can be converted from Franchisee Purchase Order. In this document you can also define Pricing and provide Tax information of the order placed. The system soft commits the stock by the quantity of items ordered. The Sale Orders can also be printed to provide an acknowledgement copy to the customer
.

 

PROCESS FLOW

To access enquiry process:

·        
In the Excellon 8.0  application, go to Electric Vehicle module → Vehicles→ Sales→ EV Sales Orders
User Interface (General)


Field Description

Field

Description

Lead/Quote

Select the Lead/Quote to create the Sales Order

Branch

Select Branch to create enquiry.

Salesperson

Select the salesperson

Customer

Search the customer

First Name

Enter the First name of customer.

Middle Name

Enter the Middle name of customer.

Last Name

Enter the last name of customer.

POS

Select the Point of Sales

Requested Date

Select the date of request for purchase

Promised Date

Select the date of promise for vehicle delivery

Financier

Select the financier

Finance Amount

Select the finance Amount

Is subsidy required

Select if the subsidy required

Address Line 1

Enter the address of customer in address line 1.

Area

Select the area of customer.

Zip

Select the zip code.

E-mail

Enter the Email address of the customer

Mobile-No.

Enter 10 digit Mobile phone number

City

Select the city

Model

Select the model

Model Name

Select the model name

Color

Select the color

HSN Code

Enter the HSN code

Requested Date

Select the requested date of the vehicle

Promised Date

Select the Promised date of delivery of the vehicle

Qty

Displays the quantity

Cancelled Qty

Displays the cancelled quantity

Rate

Displays the rate

E-Vehicle Type

Enter the type of E-vehicle

Foreign Rate

Displays the foreign rate

Foreign Amount

Displays the Foreign Amount

Insurer Company

Displays the insurer company

Financier

Displays the financier

Insurance Amount

Displays the Insured amount

Scheme

Displays the scheme

Discount

Enter the amount of discount.

Amount

Total amount to be Paid

 

User Interface (Financials)

Field Description


Field

Description

Due Date

Select the due date

Payment Mode

Select the mode of payment

Payment Terms

Select the terms of payment

Payment terms Remarks

Enter the qty of accessory.

Transaction Currency

Displays the rate of an accessory.

Conversion ratio

Displays the total amount of accessory.

Discount Vouchers

Due date of a test ride

Coupon No

Actual date at which test ride taken

Billing Address

Select the Billing Address

User Interface (Warehouse Tab)

Field Description

Field

Description

Delivery Terms

Select the delivery Terms

Delivery Term remark

Enter the remarks of delivery Term if any

Delivery Instruction

Select the delivery Instructions

Delivery Instruction Remarks

Enter the delivery Instruction remarks if any

Shipping Method

Select the shipping Method

Shipping Method Remarks

Enter the shipping Method Remarks if any

Shipping Agents

Select the Shipping Agent

Agent Service

Select the Agent Service

Agent Service Number

Enter the Agent Service Number

Shipping Address

Enter the shipping Address

Shipping to GSTIN

Enter the GSTIN

Shipping Legal Name

Enter Shipping Legal Name

Shipping To Trade Name

Enter Shipping to trade Name

User Interface (Check Lists)

Field Description

Field

Description

Select

Select the field

Name

Name of the document

Description

Description of the document

Attachment

Supportive Document to be uploaded

Is verified

Displays the document is verified

Customer

Displays the name of a customer

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