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SI from Sales Order

Tired of drowning in paperwork, manual errors, and endless data entry? Say goodbye to invoicing headaches and hello to seamless efficiency with PrismERP's "SI from Sales Order"! This isn't just a feature; it's your express lane from order to cash, transforming how you do business.

What is "SI from Sales Order"? Your Fast Track to Flawless Invoicing!​

Imagine this: You've sealed a deal, the products are delivered, and with a few clicks, your invoice is ready – perfectly accurate, instantly generated. That's the power of "SI from Sales Order"! It automatically crafts a Sales Invoice (SI) directly from your approved Sales Order (SO). No more retyping, no more missed details. Just pure, unadulterated efficiency.

Picture This: A client orders 1,000 units. You ship 700. PrismERP automatically drafts a partial invoice for those 700 units, with all the correct taxes and discounts applied from the original order. It's intelligent, instant, and incredibly accurate!

Key Features That Drive Efficiency!​

PrismERP's "SI from Sales Order" is a powerhouse of precision, designed to streamline your operations:

  • One-Click Invoice Generation: Forget tedious data entry. Turn sales orders into flawless invoices with a single click.
  • Flexible Partial or Full Invoicing: Easily invoice for the exact quantities shipped, whether it's a staggered delivery or the whole order.
  • Rock-Solid Data Integrity: Every detail – from item descriptions and prices to tax rates and terms – remains perfectly consistent with your original sales order.
  • Automated Tax & Discount Application: VAT, AIT (Advance Income Tax), and any predefined discounts are applied automatically.
  • Multi-Currency Mastery: Handle local and international orders with ease, ensuring accurate invoicing no matter the currency.
  • Integrated Approval Workflow: Route invoices through your custom approval chains for robust control.
  • Crystal-Clear Document Traceability: Every invoice is meticulously linked back to its original sales order and delivery documents, offering complete audit transparency.
  • Customizable Invoice Templates: Brand your invoices with your company logo and specific terms for a professional touch.
  • Real-time Financial Insights: Get instant, actionable reports on your invoicing, outstanding balances, and payment statuses.

Your Journey to Automated Invoicing: A Simple Path​

PrismERP makes it incredibly easy to transform your invoicing process:

  1. Create & Approve Your Sales Order (SO): Detail all items, quantities, prices, and terms.
  2. Process Delivery: Your team ships the goods, recording the quantities in PrismERP.
  3. Generate Sales Invoice (SI): Select the SO, specify the delivered quantity (for partials), and click to generate!
  4. Review & Dispatch: Quickly review the pre-filled invoice, then print, convert to PDF, or email it directly to your customer.
  5. Auto-Post to Accounts Receivable: The invoice automatically updates your customer's ledger and financial records.

Why PrismERP Shines Brighter: A Quick Look​

While many ERPs offer invoicing, PrismERP's "SI from Sales Order" is engineered with your business in mind, especially for the local market:

  • Deep Local Compliance: Out-of-the-box integration with Bangladeshi tax regulations (VAT, AIT) means less hassle, more compliance.
  • User-Friendly Design: Designed to be intuitive and easy to navigate, cutting down on training time and boosting adoption.
  • Smart & Cost-Effective: Get powerful features without breaking the bank, offering a faster return on your investment.
  • Dedicated Local Support: Access expert assistance quickly from people who understand your market.
  • Flexible Customization: Tailor the system to fit your unique business processes with ease.

The Heart of Your Business: Seamless Integration!​

"SI from Sales Order" isn't a lone star; it's a vital part of the PrismERP universe, connecting seamlessly with:

  • Sales Order Management: The foundation of your invoicing.
  • Inventory & Delivery: Real-time updates on stock and smooth delivery linkage.
  • VAT/Tax Engine: Flawless tax calculations every time.
  • Accounts Receivable: Keep track of every penny owed.
  • Customer Ledger: A complete financial history for every client.
  • Finance & Reporting Modules: Unlock powerful financial insights.
  • CRM: Enhance customer interactions with complete transaction history.

Perfect for Every Industry That Sells!​

Whether you're moving mountains of goods or specialized products, "SI from Sales Order" is your invoicing game-changer:

  • Wholesale & Distribution: Manage vast order volumes and complex pricing with ease.
  • Manufacturing: Invoice finished goods as they roll off the line and ship.
  • Retail (B2B): Streamline invoicing for your corporate clients.
  • E-commerce (B2B Integration): Automate backend invoicing for your online B2B sales.
  • Service & Product Hybrids: Perfect for businesses selling both services and accompanying products.
  • Any Business with Credit Sales: If you offer credit, this feature is your non-negotiable ally for efficiency.

Ready to transform your invoicing from a chore into a competitive advantage? Stop wasting time and start accelerating your cash flow today