The StarNapp sales process follows a structured sequence of documents that ensures efficient control of operations. Below, we detail the document flow and how they interact:
In most cases, to follow the sales document flow we'll start from a QUOTE, though you can also make invoices, proformas, or delivery notes directly.
Once the quote is approved by the client, we can create a down payment so that the work can start after the agreed amount has been paid by the client to the company. To do this, we'll use the “RESERVATION” option on the quote. The reservation is a percentage, and this percentage will appear when we select “DOWN PAYMENT INVOICE”. We'll be able to choose this in the option to convert the document.
From the same “DOWN PAYMENT INVOICE” option, we can choose to make these advance payments with an exact amount and issue as many as we want to the client until the total invoice amount is covered.
We'll add these down payments to the final invoice, and they will be subtracted from the total cost.
We can convert this quote directly into a final invoice if needed, and also into a delivery note or a proforma invoice.
If you need to get some work done on the boat, you can create a WORK ORDER. No matter how many deposits you make, you can keep creating them.
As you finish your tasks, you can make deposits. You can make as many deposits as needed for the WO until the full amount is paid off.
When you turn this WO into a DELIVERY NOTE, PROFORMA, or INVOICE, you can choose whether you want to bill the resources based on the BUDGET or right from the same Work Order.
You can also turn this order straight into a DELIVERY NOTE, PROFORMA, or INVOICE.
The deposits, delivery notes, or proformas linked to the WO can be added to the final invoice.
If you need to make any changes from the final invoice, you can create CREDIT or RECTIFYING invoices, since once invoices are issued you can't edit them.
