StarNapp's sales process follows a structured sequence of documents that ensure efficient control of operations. Below, we detail the document flow and their interactions:
In most cases, to follow the flow of sales documents, we start from a QUOTATION, though we can also generate invoices, proforma invoices, or delivery notes directly.
Once we have the budget approved by the client, we can generate an advance payment to kickstart the work once the agreed amount between the client and company has been paid. To proceed, we’ll use the option in the budget called “RESERVATION.” The reservation is a percentage, and this percentage will reflect when selecting “ADVANCE INVOICE.” We can choose this in the option to convert the document.
From the same “ADVANCE INVOICE” option, we can choose to make these advances with an exact amount and issue as many as we want to the client until the total invoice amount is met.
We will add these advances to the final invoice, and they will be deducted from the total cost.
We can convert this budget directly into a final invoice if needed, or into a delivery note or proforma invoice.
If we need to carry out work on the boat, we can create a WORK ORDER. No matter how many down payments we make, we can keep creating them.
As we complete tasks, we can create down payments. We can generate as many down payments as needed for the WO until the total amount of the WO is paid.
When converting this WO into a DELIVERY NOTE, PROFORMA, or INVOICE, we can choose whether to invoice resources based on the QUOTE or directly from the Work Order.
This Order can also be converted directly into a DELIVERY NOTE, PROFORMA, or INVOICE.
Down payments, delivery notes, or proformas linked to the WO can be added to the final invoice.
From the final invoice, if any changes are needed, CREDIT NOTES or RECTIFYING INVOICES can be created.
