New ERP - Sales Prototype

OVERVIEW

Sales Dashboard

Ringkasan performa dan aktivitas utama Sales.

Sales This Month

Rp 1.845.000.000

+8.4% vs last month

Quotation Pipeline

Rp 920.000.000

14 open quotations

Open Sales Orders

18

Rp 725.000.000

Pending Delivery

9

4 need attention

Outstanding Invoice

Rp 615.000.000

12 open invoices

Pending Approval

5

2 credit related

Open Returns

2

1 awaiting warehouse receipt

Customers on Credit Warning

4

1 customer on hold

Attention Needed

Credit WarningCV Maju Jaya • Exposure Rp85 jt dari limit Rp100 jt

Warning

Max Open InvoicePT Nusantara Retail Indonesia • 3 / 3 open invoices

Attention

Delivery PendingSO/JKT/2026/00045 • Ready but not shipped

Pending

Approval AgingCLR-000012 • Waiting approval > 4 hours

Attention

Sales Trend — Last 6 Months

Apr

1320 jt

May

1480 jt

Jun

1410 jt

Jul

1590 jt

Aug

1702 jt

Sep

1845 jt

Open Sales Order

Confirmed8 SO

Partial Delivery5 SO

Ready to Invoice3 SO

On Hold2 SO

Delivery Status

Ready4 DO

In Transit3 DO

Delayed2 DO

Recent Activity

SO/JKT/2026/00031

TypeSales Order

CustomerPT Sinar Abadi

ValueRp 125.000.000

StatusConfirmed

DO/JKT/2026/00121

TypeDelivery Order

CustomerPT Sinar Abadi

Value40 PCS

StatusReady

INV/JKT/2026/00090

TypeSales Invoice

CustomerPT Sinar Abadi

ValueRp 125.000.000

StatusPosted

QT/JKT/2026/00002

TypeQuotation

CustomerCV Maju Jaya

ValueRp 48.500.000

StatusApproved

RET/JKT/2026/00001

TypeSales Return

CustomerPT Sinar Abadi

Value5 PCS

StatusPending Approval

NEW ERP

Approval Center

Inbox approval untuk request yang membutuhkan keputusan user.

Dashboard

Approval CenterTampilan ini tersedia penuh saat file dibuka di browser. Menu tetap dapat dinavigasi dari preview mobile.

NEW ERP

Validation Examples

Prototype-only page untuk contoh validation state: error, warning, blocked action, conditional validation, dan success.

Dashboard

Validation ExamplesTampilan ini tersedia penuh saat file dibuka di browser. Menu tetap dapat dinavigasi dari preview mobile.

NEW ERP

Quotation

Penawaran harga kepada customer sebelum menjadi Sales Order.

+ Create Dashboard

Quotation NoQT/JKT/2026/00001

CustomerPT Sinar Abadi

Date24 Sep 2026

Grand TotalRp 125.000.000

StatusDraft

View Edit

Quotation NoQT/JKT/2026/00002

CustomerCV Maju Jaya

Date24 Sep 2026

Grand TotalRp 48.500.000

StatusApproved

View Edit

NEW ERP

Sales Order

Order customer yang telah dikonfirmasi dan dikontrol oleh credit policy.

+ Create Dashboard

SO NoSO/JKT/2026/00031

CustomerPT Sinar Abadi

Order Date24 Sep 2026

Payment TermDP 30% + Net 30

DP StatusPaid

TotalRp 125.000.000

StatusConfirmed

View Edit

SO NoSO/JKT/2026/00032

CustomerCV Maju Jaya

Order Date24 Sep 2026

Payment TermNet 30

DP StatusNot Required

TotalRp 48.500.000

StatusProcessing

View Edit

NEW ERP

Delivery Order

Dokumen pengeluaran dan pengiriman barang berdasarkan Sales Order.

+ Create Dashboard

DO NoDO/JKT/2026/00120

SO NoSO/JKT/2026/00031

CustomerPT Sinar Abadi

WarehouseWH-TGR

Delivery Date25 Sep 2026

Qty60 PCS

StatusDelivered

View Edit

DO NoDO/JKT/2026/00121

SO NoSO/JKT/2026/00031

CustomerPT Sinar Abadi

WarehouseWH-TGR

Delivery Date26 Sep 2026

Qty40 PCS

StatusReady

View Edit

NEW ERP

Sales Invoice

Tagihan customer. Satu invoice hanya untuk satu SO, tetapi dapat mengambil banyak DO dari SO yang sama.

+ Create Dashboard

Invoice NoINV/JKT/2026/00090

SO NoSO/JKT/2026/00031

CustomerPT Sinar Abadi

Invoice Date27 Sep 2026

DO Count2

TotalRp 125.000.000

StatusPosted

View Edit

Invoice NoINV/JKT/2026/00091

SO NoSO/JKT/2026/00032

CustomerCV Maju Jaya

Invoice Date27 Sep 2026

DO Count1

TotalRp 48.500.000

StatusDraft

View Edit

NEW ERP

Sales Return

Pengembalian barang fisik dari customer ke gudang berdasarkan Sales Invoice / Delivery Order. Dokumen ini mengatur movement barang, bukan pengembalian nilai.

+ Create Dashboard

Return NoRET/JKT/2026/00001

CustomerPT Sinar Abadi

Reference InvoiceINV/JKT/2026/00090

Return Date28 Sep 2026

Return WarehouseWH-TGR

Total Qty5 PCS

StatusPending Approval

View Edit

Return NoRET/JKT/2026/00002

CustomerCV Maju Jaya

Reference InvoiceINV/JKT/2026/00091

Return Date29 Sep 2026

Return WarehouseWH-JKT

Total Qty2 PCS

StatusReceived

View Edit

NEW ERP

Credit Memo

Dokumen koreksi nilai penjualan. Dapat berasal dari Sales Return atau langsung dari Sales Invoice untuk koreksi harga, discount, billing, atau kompensasi tanpa pergerakan barang.

+ Create Dashboard

Credit Memo NoCM/JKT/2026/00001

CustomerPT Sinar Abadi

Reference InvoiceINV/JKT/2026/00090

Credit Memo Date29 Sep 2026

ReasonSales Return

Credit TotalRp 2.000.000

StatusDraft

View Edit

Credit Memo NoCM/JKT/2026/00002

CustomerCV Maju Jaya

Reference InvoiceINV/JKT/2026/00091

Credit Memo Date29 Sep 2026

ReasonPrice Adjustment

Credit TotalRp 500.000

StatusPosted

View Edit

NEW ERP

Customer

Master customer sebagai single source of truth untuk transaksi Sales, commercial policy, credit control, tax, dan sales assignment.

+ Create Dashboard

Customer CodeCUST-000001

Customer NamePT Sinar Abadi

GroupDistributor

CategoryGold

Sales TerritoryTangerang Cluster 1

SalespersonAndi Wijaya

Payment TermDP 30% + Net 30

Credit LimitRp 500.000.000

Credit StatusNormal

StatusActive

View Edit

Customer CodeCUST-000002

Customer NameCV Maju Jaya

GroupRetailer

CategoryRegular

Sales TerritoryJakarta Barat Area A

SalespersonBudi Santoso

Payment TermNet 30

Credit LimitRp 100.000.000

Credit StatusWarning

StatusActive

View Edit

NEW ERP

Customer Group

Commercial customer grouping and source of Default Price List for Customer.

+ Create Dashboard

Commercial Inheritance

SourceCustomer Group → Default Price List

Customer fieldAuto / Read-only

Old transactionsKeep pricing snapshot

CodeCG-0001

Customer GroupDistributor

Default Price ListDistributor Price

Customer Count128

StatusActive

View Edit

CodeCG-0002

Customer GroupRetailer

Default Price ListRetail Price

Customer Count94

StatusActive

View Edit

CodeCG-0003

Customer GroupReseller

Default Price ListReseller Price

Customer Count46

StatusActive

View Edit

CodeCG-0004

Customer GroupModern Trade

Default Price ListModern Trade Price

Customer Count32

StatusActive

View Edit

EDIT

Edit Salesperson

SP-004 • Raka Pratama

Cancel

GeneralAssignment

Assignment source: Sales Team dipilih user. Company Branch otomatis dari Sales Team dan Reports To otomatis dari Sales Team Manager. Sales Territory dipilih sebagai flat business coverage individual.

Status rule: Inactive Salesperson tidak dapat dipilih untuk assignment/transaksi baru. Existing customer dan historical transaction tetap dipertahankan; customer yang masih assigned harus direassign manual.

VIEW

Raka Pratama

SP-004

Edit Back

GeneralAssignmentAssigned CustomersHistory

Salesperson CodeSP-004

NameRaka Pratama

ERP User Accountraka.pratama

Phone0812-1100-1004

Email[email protected]

StatusActive

Company BranchBekasi

Sales TeamTeam Bekasi

Sales TerritoryBekasi Cluster 1

Reports ToAgus Setiawan

Assigned Customers is read-only. Assignment dikelola dari Customer → Sales Assignment → Primary Salesperson.

No customer is currently assigned to this salesperson.

EDIT

Edit Salesperson

SP-003 • Dewi Lestari

Cancel

GeneralAssignment

Assignment source: Sales Team dipilih user. Company Branch otomatis dari Sales Team dan Reports To otomatis dari Sales Team Manager. Sales Territory dipilih sebagai flat business coverage individual.

Status rule: Inactive Salesperson tidak dapat dipilih untuk assignment/transaksi baru. Existing customer dan historical transaction tetap dipertahankan; customer yang masih assigned harus direassign manual.

VIEW

Dewi Lestari

SP-003

Edit Back

GeneralAssignmentAssigned CustomersHistory

Salesperson CodeSP-003

NameDewi Lestari

ERP User Accountdewi.lestari

Phone0812-1100-1003

Email[email protected]

StatusActive

Company BranchTangerang

Sales TeamTeam Tangerang

Sales TerritoryTangerang Cluster 1

Reports ToRina Kurnia

Assigned Customers is read-only. Assignment dikelola dari Customer → Sales Assignment → Primary Salesperson.

No customer is currently assigned to this salesperson.

EDIT

Edit Salesperson

SP-002 • Budi Santoso

Cancel

GeneralAssignment

Assignment source: Sales Team dipilih user. Company Branch otomatis dari Sales Team dan Reports To otomatis dari Sales Team Manager. Sales Territory dipilih sebagai flat business coverage individual.

Status rule: Inactive Salesperson tidak dapat dipilih untuk assignment/transaksi baru. Existing customer dan historical transaction tetap dipertahankan; customer yang masih assigned harus direassign manual.

VIEW

Budi Santoso

SP-002

Edit Back

GeneralAssignmentAssigned CustomersHistory

Salesperson CodeSP-002

NameBudi Santoso

ERP User Accountbudi.santoso

Phone0812-1100-1002

Email[email protected]

StatusActive

Company BranchJakarta

Sales TeamTeam Jakarta

Sales TerritoryJakarta Barat Area A

Reports ToDedi Pratama

Assigned Customers is read-only. Assignment dikelola dari Customer → Sales Assignment → Primary Salesperson.

Customer CodeCUST-000002

CustomerCV Maju Jaya

Customer GroupRetailer

Sales TerritoryJakarta Barat Area A

EDIT

Edit Salesperson

SP-001 • Andi Wijaya

Cancel

GeneralAssignment

Assignment source: Sales Team dipilih user. Company Branch otomatis dari Sales Team dan Reports To otomatis dari Sales Team Manager. Sales Territory dipilih sebagai flat business coverage individual.

Status rule: Inactive Salesperson tidak dapat dipilih untuk assignment/transaksi baru. Existing customer dan historical transaction tetap dipertahankan; customer yang masih assigned harus direassign manual.

VIEW

Andi Wijaya

SP-001

Edit Back

GeneralAssignmentAssigned CustomersHistory

Salesperson CodeSP-001

NameAndi Wijaya

ERP User Accountandi.wijaya

Phone0812-1100-1001

Email[email protected]

StatusActive

Company BranchTangerang

Sales TeamTeam Tangerang

Sales TerritoryTangerang Cluster 1

Reports ToRina Kurnia

Assigned Customers is read-only. Assignment dikelola dari Customer → Sales Assignment → Primary Salesperson.

Customer CodeCUST-000001

CustomerPT Sinar Abadi

Customer GroupDistributor

Sales TerritoryTangerang Cluster 1

CREATE

Create Salesperson

General + Assignment

Cancel

GeneralAssignment

Assignment source: Sales Team dipilih user. Company Branch otomatis dari Sales Team dan Reports To otomatis dari Sales Team Manager. Sales Territory dipilih sebagai flat business coverage individual.

Status rule: Inactive Salesperson tidak dapat dipilih untuk assignment/transaksi baru. Existing customer dan historical transaction tetap dipertahankan; customer yang masih assigned harus direassign manual.

NEW ERP

Salesperson

Master Salesperson yang digunakan sebagai Primary Salesperson pada Customer.

+ Create Dashboard

Index FiltersBranch • Sales Team • Territory • Status

Pagination10 / 50 / 100

Salesperson CodeSP-001

Salesperson NameAndi Wijaya

ERP User Accountandi.wijaya

Company BranchTangerang

Sales TeamTeam Tangerang

Sales TerritoryTangerang Cluster 1

Assigned Customers1

StatusActive

View Edit

Salesperson CodeSP-002

Salesperson NameBudi Santoso

ERP User Accountbudi.santoso

Company BranchJakarta

Sales TeamTeam Jakarta

Sales TerritoryJakarta Barat Area A

Assigned Customers1

StatusActive

View Edit

Salesperson CodeSP-003

Salesperson NameDewi Lestari

ERP User Accountdewi.lestari

Company BranchTangerang

Sales TeamTeam Tangerang

Sales TerritoryTangerang Cluster 1

Assigned Customers0

StatusActive

View Edit

Salesperson CodeSP-004

Salesperson NameRaka Pratama

ERP User Accountraka.pratama

Company BranchBekasi

Sales TeamTeam Bekasi

Sales TerritoryBekasi Cluster 1

Assigned Customers0

StatusActive

View Edit

EDIT

Edit Sales Team

ST-0003 • Team Bekasi

Cancel

General

Impact rule: Company Branch change affects member Salesperson Company Branch; Manager change affects member Supervisor. Default Sales Territory does not rewrite existing Salesperson Territory. Inactive Team preserves existing members.

VIEW

Team Bekasi

ST-0003

Edit Back

GeneralMembersHistory

Team CodeST-0003

Team NameTeam Bekasi

Company BranchBekasi

Sales Team ManagerAgus Setiawan

Default Sales TerritoryBekasi Cluster 1

StatusActive

Members read-only: membership berasal dari Salesperson → Assignment → Sales Team.

Salesperson CodeSP-004

SalespersonRaka Pratama

ERP User Accountraka.pratama

Sales TerritoryBekasi Cluster 1

StatusActive

EDIT

Edit Sales Team

ST-0002 • Team Jakarta

Cancel

General

Impact rule: Company Branch change affects member Salesperson Company Branch; Manager change affects member Supervisor. Default Sales Territory does not rewrite existing Salesperson Territory. Inactive Team preserves existing members.

VIEW

Team Jakarta

ST-0002

Edit Back

GeneralMembersHistory

Team CodeST-0002

Team NameTeam Jakarta

Company BranchJakarta

Sales Team ManagerDedi Pratama

Default Sales TerritoryJakarta Barat Area A

StatusActive

Members read-only: membership berasal dari Salesperson → Assignment → Sales Team.

Salesperson CodeSP-002

SalespersonBudi Santoso

ERP User Accountbudi.santoso

Sales TerritoryJakarta Barat Area A

StatusActive

EDIT

Edit Sales Team

ST-0001 • Team Tangerang

Cancel

General

Impact rule: Company Branch change affects member Salesperson Company Branch; Manager change affects member Supervisor. Default Sales Territory does not rewrite existing Salesperson Territory. Inactive Team preserves existing members.

VIEW

Team Tangerang

ST-0001

Edit Back

GeneralMembersHistory

Team CodeST-0001

Team NameTeam Tangerang

Company BranchTangerang

Sales Team ManagerRina Kurnia

Default Sales TerritoryTangerang Cluster 1

StatusActive

Members read-only: membership berasal dari Salesperson → Assignment → Sales Team.

Salesperson CodeSP-001

SalespersonAndi Wijaya

ERP User Accountandi.wijaya

Sales TerritoryTangerang Cluster 1

StatusActive

Salesperson CodeSP-003

SalespersonDewi Lestari

ERP User Accountdewi.lestari

Sales TerritoryTangerang Cluster 1

StatusActive

CREATE

Create Sales Team

New Sales Team record

Cancel

General

Team Code dibuat otomatis. Sales Team Manager adalah ERP User reference dan optional. Default Sales Territory hanya suggested default untuk Salesperson baru.

NEW ERP

Sales Team

Source Company Branch dan Sales Team Manager / Reports To untuk Salesperson.

+ Create Dashboard

FiltersBranch • Manager • Default Sales Territory • Status

MembersRead-only from Salesperson

Team CodeST-0001

Sales TeamTeam Tangerang

Company BranchTangerang

Sales Team ManagerRina Kurnia

Default Sales TerritoryTangerang Cluster 1

Members2

StatusActive

View Edit

Team CodeST-0002

Sales TeamTeam Jakarta

Company BranchJakarta

Sales Team ManagerDedi Pratama

Default Sales TerritoryJakarta Barat Area A

Members1

StatusActive

View Edit

Team CodeST-0003

Sales TeamTeam Bekasi

Company BranchBekasi

Sales Team ManagerAgus Setiawan

Default Sales TerritoryBekasi Cluster 1

Members1

StatusActive

View Edit

EDIT

Edit Sales Territory

STR-0004

Cancel

General

Flat territory rule: perubahan nama diperbolehkan sebagai koreksi/business naming. Existing references tetap menggunakan Sales Territory ID yang sama.

VIEW

Jabodetabek Modern Trade

STR-0004

Edit Back

GeneralAssignmentsHistory

Sales Territory CodeSTR-0004

Sales Territory NameJabodetabek Modern Trade

DescriptionCoverage lintas area untuk channel Modern Trade.

StatusActive

Assignments are read-only. Gunakan master Sales Team, Salesperson, atau Customer untuk mengubah assignment.

Sales Teams0

Salespersons0

Customers0

Sales Teams (0)

No Sales Team uses this as Default Sales Territory.

Salespersons (0)

No Salesperson is assigned to this Sales Territory.

Customers (0)

No Customer is assigned to this Sales Territory.

EDIT

Edit Sales Territory

STR-0003

Cancel

General

Flat territory rule: perubahan nama diperbolehkan sebagai koreksi/business naming. Existing references tetap menggunakan Sales Territory ID yang sama.

VIEW

Bekasi Cluster 1

STR-0003

Edit Back

GeneralAssignmentsHistory

Sales Territory CodeSTR-0003

Sales Territory NameBekasi Cluster 1

DescriptionBusiness coverage cluster penjualan Bekasi.

StatusActive

Assignments are read-only. Gunakan master Sales Team, Salesperson, atau Customer untuk mengubah assignment.

Sales Teams1

Salespersons1

Customers0

Sales Teams (1)

Team CodeST-0003

Sales TeamTeam Bekasi

Company BranchBekasi

Sales Team ManagerAgus Setiawan

UsageDefault Sales Territory

StatusActive

Salespersons (1)

Salesperson CodeSP-004

SalespersonRaka Pratama

Sales TeamTeam Bekasi

Company BranchBekasi

StatusActive

Customers (0)

No Customer is assigned to this Sales Territory.

EDIT

Edit Sales Territory

STR-0002

Cancel

General

Flat territory rule: perubahan nama diperbolehkan sebagai koreksi/business naming. Existing references tetap menggunakan Sales Territory ID yang sama.

VIEW

Jakarta Barat Area A

STR-0002

Edit Back

GeneralAssignmentsHistory

Sales Territory CodeSTR-0002

Sales Territory NameJakarta Barat Area A

DescriptionBusiness coverage Jakarta Barat Area A.

StatusActive

Assignments are read-only. Gunakan master Sales Team, Salesperson, atau Customer untuk mengubah assignment.

Sales Teams1

Salespersons1

Customers1

Sales Teams (1)

Team CodeST-0002

Sales TeamTeam Jakarta

Company BranchJakarta

Sales Team ManagerDedi Pratama

UsageDefault Sales Territory

StatusActive

Salespersons (1)

Salesperson CodeSP-002

SalespersonBudi Santoso

Sales TeamTeam Jakarta

Company BranchJakarta

StatusActive

Customers (1)

Customer CodeCUST-000002

CustomerCV Maju Jaya

Company BranchJakarta

Primary SalespersonBudi Santoso

StatusActive

EDIT

Edit Sales Territory

STR-0001

Cancel

General

Flat territory rule: perubahan nama diperbolehkan sebagai koreksi/business naming. Existing references tetap menggunakan Sales Territory ID yang sama.

VIEW

Tangerang Cluster 1

STR-0001

Edit Back

GeneralAssignmentsHistory

Sales Territory CodeSTR-0001

Sales Territory NameTangerang Cluster 1

DescriptionCoverage gabungan untuk portfolio area Tangerang.

StatusActive

Assignments are read-only. Gunakan master Sales Team, Salesperson, atau Customer untuk mengubah assignment.

Sales Teams1

Salespersons2

Customers1

Sales Teams (1)

Team CodeST-0001

Sales TeamTeam Tangerang

Company BranchTangerang

Sales Team ManagerRina Kurnia

UsageDefault Sales Territory

StatusActive

Salespersons (2)

Salesperson CodeSP-001

SalespersonAndi Wijaya

Sales TeamTeam Tangerang

Company BranchTangerang

StatusActive

Salesperson CodeSP-003

SalespersonDewi Lestari

Sales TeamTeam Tangerang

Company BranchTangerang

StatusActive

Customers (1)

Customer CodeCUST-000001

CustomerPT Sinar Abadi

Company BranchTangerang

Primary SalespersonAndi Wijaya

StatusActive

CREATE

Create Sales Territory

New flat business coverage

Cancel

General

Flat territory rule: gunakan nama business coverage yang sesuai kebutuhan, misalnya Jakarta Barat Area A, Tangerang Cluster 1, atau Jabodetabek Modern Trade. Tidak ada Parent Territory atau Hierarchy Level.

NEW ERP

Sales Territory

Flat business coverage master; tidak menggunakan parent atau hierarchy level.

+ Create Dashboard

ConceptFlexible business coverage name

FilterStatus

Sales Territory CodeSTR-0001

Sales TerritoryTangerang Cluster 1

Salespersons2

Customers1

StatusActive

View Edit

Sales Territory CodeSTR-0002

Sales TerritoryJakarta Barat Area A

Salespersons1

Customers1

StatusActive

View Edit

Sales Territory CodeSTR-0003

Sales TerritoryBekasi Cluster 1

Salespersons1

Customers0

StatusActive

View Edit

Sales Territory CodeSTR-0004

Sales TerritoryJabodetabek Modern Trade

Salespersons0

Customers0

StatusActive

View Edit

NEW ERP

Product

Master barang/jasa yang dipakai pada transaksi Sales.

+ Create Dashboard

SKUSKU-10001

Product NameMineral Water 600ml

BrandAquaPlus

CategoryBeverage

Base UOMPCS

TrackingBatch / Lot

StatusActive

View Edit

SKUSKU-20001-BLK-M

Product NameBasic Shirt Black M

BrandUrbanWear

CategoryApparel

Base UOMPCS

TrackingNone

StatusActive

View Edit

NEW ERP

Product Category

Kategori dan subkategori produk.

+ Create Dashboard

CodeBEV

CategoryBeverage

Parent CategoryFood & Beverage

Product Count84

StatusActive

View Edit

NEW ERP

Brand

Brand/manufacturer reference untuk produk dan pricing rules.

+ Create Dashboard

CodeBR-AQP

BrandAquaPlus

Product Count22

StatusActive

View Edit

CodeBR-UW

BrandUrbanWear

Product Count64

StatusActive

View Edit

NEW ERP

Product Variant

Definisi atribut varian seperti warna dan ukuran.

+ Create Dashboard

ProductBasic Shirt

Variant SKUSKU-20001-BLK-M

AttributesBlack / M

Barcode89900101

StatusActive

View Edit

NEW ERP

UOM

Unit of Measure dasar yang digunakan produk.

+ Create Dashboard

CodePCS

UOM NamePiece

CategoryUnit

TypeReference

StatusActive

View Edit

CodeBOX

UOM NameBox

CategoryUnit

TypeBigger

StatusActive

View Edit

NEW ERP

UOM Conversion

Konversi unit per produk, contoh 1 BOX = 12 PCS.

+ Create Dashboard

ProductMineral Water 600ml

From UOMBOX

To UOMPCS

Conversion1 BOX = 24 PCS

StatusActive

View Edit

NEW ERP

Batch / Lot

Tracking sejumlah unit produk menggunakan nomor batch/lot.

+ Create Dashboard

Lot NoLOT-260901

ProductMineral Water 600ml

WarehouseWH-TGR

Qty Available480 PCS

Expiry Date01 Mar 2027

StatusAvailable

View Edit

NEW ERP

Serial Number

Tracking satu nomor unik untuk satu unit barang.

+ Create Dashboard

Serial NoSN-000001

ProductLaptop Model A

WarehouseWH-JKT

SO Reference-

StatusAvailable

View Edit

NEW ERP

Price List

Harga dasar berdasarkan customer segment, currency, dan periode.

+ Create Dashboard

CodePL-DIST

Price ListDistributor Price

Valid From01 Jan 2026

Valid To31 Dec 2026

StatusActive

View Edit

CodePL-RTL

Price ListRetail Price

Valid From01 Jan 2026

Valid To31 Dec 2026

StatusActive

View Edit

NEW ERP

Discount Scheme

Rule discount otomatis berdasarkan customer, product, qty, amount, dan periode.

+ Create Dashboard

CodeDISC-DIST10

SchemeDistributor Basic

Discount TypePercentage

EligibilityDistributor

Priority10

StackableYes

StatusActive

View Edit

CodeDISC-QTY

SchemeVolume Discount

Discount TypeQuantity Tier

EligibilityAll Customer

Priority20

StackableYes

StatusActive

View Edit

NEW ERP

Promotion

Program promosi seperti Buy X Get Y, free goods, bundle, dan promotional price.

+ Create Dashboard

CodePROMO-B10G1

PromotionBuy 10 Get 1

TypeBuy X Get Y

PeriodSep 2026

Priority5

ExclusiveNo

StatusActive

View Edit

NEW ERP

Warehouse

Gudang sumber fulfillment Delivery Order.

+ Create Dashboard

CodeWH-TGR

WarehouseTangerang Warehouse

Company BranchTangerang

AddressTangerang

StatusActive

View Edit

CodeWH-JKT

WarehouseJakarta Warehouse

Company BranchJakarta

AddressJakarta

StatusActive

View Edit

NEW ERP

Shipping Method

Metode pengiriman barang.

+ Create Dashboard

CodeOWN

MethodOwn Fleet

TypeInternal

Tracking RequiredNo

StatusActive

View Edit

Code3PL

MethodThird Party Logistics

TypeExternal

Tracking RequiredYes

StatusActive

View Edit

NEW ERP

Delivery Route

Rute pengiriman operasional.

+ Create Dashboard

CodeRT-TGR-01

RouteTangerang Selatan Route 01

OriginWH-TGR

Destination AreaTangerang Selatan

StatusActive

View Edit

NEW ERP

Vehicle

Kendaraan operasional untuk delivery.

+ Create Dashboard

Vehicle NoVH-001

Plate NumberB 1234 XYZ

TypeTruck

Capacity4 Ton

StatusAvailable

View Edit

NEW ERP

Driver

Driver yang dapat dipilih pada Delivery Order.

+ Create Dashboard

Driver CodeDRV-001

NameBudi

Phone0812xxxx

Company BranchTangerang

StatusActive

View Edit

NEW ERP

Tax

Master pajak yang dapat dipakai di transaksi.

+ Create Dashboard

Tax CodePPN

Tax NamePPN

Rate11%

CalculationExclusive

StatusActive

View Edit

Tax CodeNON

Tax NameNon Tax

Rate0%

CalculationExclusive

StatusActive

View Edit

NEW ERP

Payment Term

Term pembayaran termasuk skenario DP.

+ Create Dashboard

CodeNET30

Payment TermNet 30

DPNo

DP %0%

Remaining Due TypeNet Days

Due Days30

StatusActive

View Edit

CodeDP30-N30

Payment TermDP 30% + Net 30

DPYes

DP %30%

Remaining Due TypeNet Days

Due Days30

StatusActive

View Edit

NEW ERP

Sales Reports

Report v1 tanpa Sales Commission. Approval tetap menggunakan Approval Center.

Dashboard

Report Standard

SearchAvailable

Filter & SortAvailable

Rows per page10 / 50 / 100

Sales Performance

Sales Summary

Revenue, document count, average order value, and trend.

View

Sales by Customer

Sales grouped by customer and customer segment.

View

Sales by Product

Product, quantity, and revenue performance.

View

Sales by Salesperson

Sales performance by salesperson and territory.

View

Quotation Conversion

Quotation to Sales Order conversion.

View

Sales Operations

Open Sales Orders

Confirmed SO not yet fully completed.

View

Delivery Performance

Delivery and fulfillment performance.

View

Receivable & Credit

Outstanding Invoice

Open invoice amount and exposure.

View

AR Aging

Current, 1–30, 31–60, 61–90, 91–120, >120 days.

View

Customer Credit Exposure

Credit limit and current exposure.

View

Adjustment & Commercial

Sales Return Report

Physical goods return report.

View

Credit Memo Report

Financial credit adjustments.

View

Discount & Promotion

Discount and promotion usage.

View

Tax & Coretax

Output VAT / Tax Invoice

Output VAT and Coretax readiness.

View

Coretax XML Export

Validate invoice and prepare XML export.

View

NEW ERP

AI Analytics

Analitik berbasis AI untuk membantu membaca tren, risiko, dan peluang dari data Sales.

Dashboard

AI AnalyticsTampilan ini tersedia penuh saat file dibuka di browser. Menu tetap dapat dinavigasi dari preview mobile.

NEW ERP

Approval Matrix

Konfigurasi approval khusus modul Sales.

+ Create Dashboard

DocumentQuotation

ConditionDiscount %

Operator>

Value10%

ApproverSales Manager

Level1

StatusActive

View Edit

DocumentSales Order

ConditionCredit Limit Exceeded

Operator=

ValueYes

ApproverFinance Manager

Level1

StatusActive

View Edit

NEW ERP

Document Numbering

Format nomor dokumen Sales.

+ Create Dashboard

DocumentQuotation

PrefixQT

FormatQT/{BRANCH}/{YYYY}/{00000}

ResetYearly

Next Number00003

StatusActive

View Edit

DocumentSales Order

PrefixSO

FormatSO/{BRANCH}/{YYYY}/{00000}

ResetYearly

Next Number00033

StatusActive

View Edit

NEW ERP

Sales Configuration

Central settings untuk perilaku modul Sales.

Dashboard

Sales ConfigurationTampilan ini tersedia penuh saat file dibuka di browser. Menu tetap dapat dinavigasi dari preview mobile.

CREATE

Create Quotation

New Quotation record

Cancel

Field berwarna abu-abu diisi otomatis dari master/dokumen sumber.

EDIT

Edit Quotation

QT/JKT/2026/00002

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Quotation

QT/JKT/2026/00002

Edit Back

OverviewHistory

Quotation NoQT/JKT/2026/00002

CustomerCV Maju Jaya

Date24 Sep 2026

Grand TotalRp 48.500.000

StatusApproved

EDIT

Edit Quotation

QT/JKT/2026/00001

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Quotation

QT/JKT/2026/00001

Edit Back

OverviewHistory

Quotation NoQT/JKT/2026/00001

CustomerPT Sinar Abadi

Date24 Sep 2026

Grand TotalRp 125.000.000

StatusDraft

CREATE

Create Sales Order

New Sales Order record

Cancel

Field berwarna abu-abu diisi otomatis dari master/dokumen sumber.

EDIT

Edit Sales Order

SO/JKT/2026/00032

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Sales Order

SO/JKT/2026/00032

Edit Back

OverviewHistory

SO NoSO/JKT/2026/00032

CustomerCV Maju Jaya

Order Date24 Sep 2026

Payment TermNet 30

DP StatusNot Required

TotalRp 48.500.000

StatusProcessing

EDIT

Edit Sales Order

SO/JKT/2026/00031

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Sales Order

SO/JKT/2026/00031

Edit Back

OverviewHistory

SO NoSO/JKT/2026/00031

CustomerPT Sinar Abadi

Order Date24 Sep 2026

Payment TermDP 30% + Net 30

DP StatusPaid

TotalRp 125.000.000

StatusConfirmed

CREATE

Create Delivery Order

New Delivery Order record

Cancel

Field berwarna abu-abu diisi otomatis dari master/dokumen sumber.

EDIT

Edit Delivery Order

DO/JKT/2026/00121

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Delivery Order

DO/JKT/2026/00121

Edit Back

OverviewHistory

DO NoDO/JKT/2026/00121

SO NoSO/JKT/2026/00031

CustomerPT Sinar Abadi

WarehouseWH-TGR

Delivery Date26 Sep 2026

Qty40 PCS

StatusReady

EDIT

Edit Delivery Order

DO/JKT/2026/00120

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Delivery Order

DO/JKT/2026/00120

Edit Back

OverviewHistory

DO NoDO/JKT/2026/00120

SO NoSO/JKT/2026/00031

CustomerPT Sinar Abadi

WarehouseWH-TGR

Delivery Date25 Sep 2026

Qty60 PCS

StatusDelivered

CREATE

Create Sales Invoice

New Sales Invoice record

Cancel

Field berwarna abu-abu diisi otomatis dari master/dokumen sumber.

EDIT

Edit Sales Invoice

INV/JKT/2026/00091

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Sales Invoice

INV/JKT/2026/00091

Edit Back

OverviewHistory

Invoice NoINV/JKT/2026/00091

SO NoSO/JKT/2026/00032

CustomerCV Maju Jaya

Invoice Date27 Sep 2026

DO Count1

TotalRp 48.500.000

StatusDraft

EDIT

Edit Sales Invoice

INV/JKT/2026/00090

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Sales Invoice

INV/JKT/2026/00090

Edit Back

OverviewHistory

Invoice NoINV/JKT/2026/00090

SO NoSO/JKT/2026/00031

CustomerPT Sinar Abadi

Invoice Date27 Sep 2026

DO Count2

TotalRp 125.000.000

StatusPosted

CREATE

Create Sales Return

New Sales Return record

Cancel

Field berwarna abu-abu diisi otomatis dari master/dokumen sumber.

EDIT

Edit Sales Return

RET/JKT/2026/00002

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Sales Return

RET/JKT/2026/00002

Edit Back

OverviewHistory

Return NoRET/JKT/2026/00002

CustomerCV Maju Jaya

Reference InvoiceINV/JKT/2026/00091

Return Date29 Sep 2026

Return WarehouseWH-JKT

Total Qty2 PCS

StatusReceived

EDIT

Edit Sales Return

RET/JKT/2026/00001

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Sales Return

RET/JKT/2026/00001

Edit Back

OverviewHistory

Return NoRET/JKT/2026/00001

CustomerPT Sinar Abadi

Reference InvoiceINV/JKT/2026/00090

Return Date28 Sep 2026

Return WarehouseWH-TGR

Total Qty5 PCS

StatusPending Approval

CREATE

Create Credit Memo

New Credit Memo record

Cancel

Field berwarna abu-abu diisi otomatis dari master/dokumen sumber.

EDIT

Edit Credit Memo

CM/JKT/2026/00002

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Credit Memo

CM/JKT/2026/00002

Edit Back

OverviewHistory

Credit Memo NoCM/JKT/2026/00002

CustomerCV Maju Jaya

Reference InvoiceINV/JKT/2026/00091

Credit Memo Date29 Sep 2026

ReasonPrice Adjustment

Credit TotalRp 500.000

StatusPosted

EDIT

Edit Credit Memo

CM/JKT/2026/00001

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Credit Memo

CM/JKT/2026/00001

Edit Back

OverviewHistory

Credit Memo NoCM/JKT/2026/00001

CustomerPT Sinar Abadi

Reference InvoiceINV/JKT/2026/00090

Credit Memo Date29 Sep 2026

ReasonSales Return

Credit TotalRp 2.000.000

StatusDraft

CREATE

Create Customer

New Customer record

Cancel

Field berwarna abu-abu diisi otomatis dari master/dokumen sumber.

EDIT

Edit Customer

CUST-000002

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Customer

CUST-000002

Edit Back

OverviewHistory

Customer CodeCUST-000002

Customer NameCV Maju Jaya

GroupRetailer

CategoryRegular

Sales TerritoryJakarta Barat Area A

SalespersonBudi Santoso

Payment TermNet 30

Credit LimitRp 100.000.000

Credit StatusWarning

StatusActive

EDIT

Edit Customer

CUST-000001

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Customer

CUST-000001

Edit Back

OverviewHistory

Customer CodeCUST-000001

Customer NamePT Sinar Abadi

GroupDistributor

CategoryGold

Sales TerritoryTangerang Cluster 1

SalespersonAndi Wijaya

Payment TermDP 30% + Net 30

Credit LimitRp 500.000.000

Credit StatusNormal

StatusActive

CREATE

Create Product

New Product record

Cancel

Field berwarna abu-abu diisi otomatis dari master/dokumen sumber.

EDIT

Edit Product

SKU-20001-BLK-M

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Product

SKU-20001-BLK-M

Edit Back

OverviewHistory

SKUSKU-20001-BLK-M

Product NameBasic Shirt Black M

BrandUrbanWear

CategoryApparel

Base UOMPCS

TrackingNone

StatusActive

EDIT

Edit Product

SKU-10001

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Product

SKU-10001

Edit Back

OverviewHistory

SKUSKU-10001

Product NameMineral Water 600ml

BrandAquaPlus

CategoryBeverage

Base UOMPCS

TrackingBatch / Lot

StatusActive

CREATE

Create Product Category

New Product Category record

Cancel

Field berwarna abu-abu diisi otomatis dari master/dokumen sumber.

EDIT

Edit Product Category

BEV

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Product Category

BEV

Edit Back

OverviewHistory

CodeBEV

CategoryBeverage

Parent CategoryFood & Beverage

Product Count84

StatusActive

CREATE

Create Brand

New Brand record

Cancel

Field berwarna abu-abu diisi otomatis dari master/dokumen sumber.

EDIT

Edit Brand

BR-UW

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Brand

BR-UW

Edit Back

OverviewHistory

CodeBR-UW

BrandUrbanWear

Product Count64

StatusActive

EDIT

Edit Brand

BR-AQP

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Brand

BR-AQP

Edit Back

OverviewHistory

CodeBR-AQP

BrandAquaPlus

Product Count22

StatusActive

CREATE

Create Product Variant

New Product Variant record

Cancel

Field berwarna abu-abu diisi otomatis dari master/dokumen sumber.

EDIT

Edit Product Variant

Basic Shirt

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Product Variant

Basic Shirt

Edit Back

OverviewHistory

ProductBasic Shirt

Variant SKUSKU-20001-BLK-M

AttributesBlack / M

Barcode89900101

StatusActive

CREATE

Create UOM

New UOM record

Cancel

Field berwarna abu-abu diisi otomatis dari master/dokumen sumber.

EDIT

Edit UOM

BOX

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

UOM

BOX

Edit Back

OverviewHistory

CodeBOX

UOM NameBox

CategoryUnit

TypeBigger

StatusActive

EDIT

Edit UOM

PCS

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

UOM

PCS

Edit Back

OverviewHistory

CodePCS

UOM NamePiece

CategoryUnit

TypeReference

StatusActive

CREATE

Create UOM Conversion

New UOM Conversion record

Cancel

Field berwarna abu-abu diisi otomatis dari master/dokumen sumber.

EDIT

Edit UOM Conversion

Mineral Water 600ml

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

UOM Conversion

Mineral Water 600ml

Edit Back

OverviewHistory

ProductMineral Water 600ml

From UOMBOX

To UOMPCS

Conversion1 BOX = 24 PCS

StatusActive

CREATE

Create Batch / Lot

New Batch / Lot record

Cancel

Field berwarna abu-abu diisi otomatis dari master/dokumen sumber.

EDIT

Edit Batch / Lot

LOT-260901

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Batch / Lot

LOT-260901

Edit Back

OverviewHistory

Lot NoLOT-260901

ProductMineral Water 600ml

WarehouseWH-TGR

Qty Available480 PCS

Expiry Date01 Mar 2027

StatusAvailable

CREATE

Create Serial Number

New Serial Number record

Cancel

Field berwarna abu-abu diisi otomatis dari master/dokumen sumber.

EDIT

Edit Serial Number

SN-000001

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Serial Number

SN-000001

Edit Back

OverviewHistory

Serial NoSN-000001

ProductLaptop Model A

WarehouseWH-JKT

SO Reference-

StatusAvailable

CREATE

Create Price List

New Price List record

Cancel

Field berwarna abu-abu diisi otomatis dari master/dokumen sumber.

EDIT

Edit Price List

PL-RTL

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Price List

PL-RTL

Edit Back

OverviewHistory

CodePL-RTL

Price ListRetail Price

Valid From01 Jan 2026

Valid To31 Dec 2026

StatusActive

EDIT

Edit Price List

PL-DIST

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Price List

PL-DIST

Edit Back

OverviewHistory

CodePL-DIST

Price ListDistributor Price

Valid From01 Jan 2026

Valid To31 Dec 2026

StatusActive

CREATE

Create Discount Scheme

New Discount Scheme record

Cancel

Field berwarna abu-abu diisi otomatis dari master/dokumen sumber.

EDIT

Edit Discount Scheme

DISC-QTY

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Discount Scheme

DISC-QTY

Edit Back

OverviewHistory

CodeDISC-QTY

SchemeVolume Discount

Discount TypeQuantity Tier

EligibilityAll Customer

Priority20

StackableYes

StatusActive

EDIT

Edit Discount Scheme

DISC-DIST10

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Discount Scheme

DISC-DIST10

Edit Back

OverviewHistory

CodeDISC-DIST10

SchemeDistributor Basic

Discount TypePercentage

EligibilityDistributor

Priority10

StackableYes

StatusActive

CREATE

Create Promotion

New Promotion record

Cancel

Field berwarna abu-abu diisi otomatis dari master/dokumen sumber.

EDIT

Edit Promotion

PROMO-B10G1

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Promotion

PROMO-B10G1

Edit Back

OverviewHistory

CodePROMO-B10G1

PromotionBuy 10 Get 1

TypeBuy X Get Y

PeriodSep 2026

Priority5

ExclusiveNo

StatusActive

CREATE

Create Warehouse

New Warehouse record

Cancel

Field berwarna abu-abu diisi otomatis dari master/dokumen sumber.

EDIT

Edit Warehouse

WH-JKT

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Warehouse

WH-JKT

Edit Back

OverviewHistory

CodeWH-JKT

WarehouseJakarta Warehouse

Company BranchJakarta

AddressJakarta

StatusActive

EDIT

Edit Warehouse

WH-TGR

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Warehouse

WH-TGR

Edit Back

OverviewHistory

CodeWH-TGR

WarehouseTangerang Warehouse

Company BranchTangerang

AddressTangerang

StatusActive

CREATE

Create Shipping Method

New Shipping Method record

Cancel

Field berwarna abu-abu diisi otomatis dari master/dokumen sumber.

EDIT

Edit Shipping Method

3PL

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Shipping Method

3PL

Edit Back

OverviewHistory

Code3PL

MethodThird Party Logistics

TypeExternal

Tracking RequiredYes

StatusActive

EDIT

Edit Shipping Method

OWN

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Shipping Method

OWN

Edit Back

OverviewHistory

CodeOWN

MethodOwn Fleet

TypeInternal

Tracking RequiredNo

StatusActive

CREATE

Create Delivery Route

New Delivery Route record

Cancel

Field berwarna abu-abu diisi otomatis dari master/dokumen sumber.

EDIT

Edit Delivery Route

RT-TGR-01

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Delivery Route

RT-TGR-01

Edit Back

OverviewHistory

CodeRT-TGR-01

RouteTangerang Selatan Route 01

OriginWH-TGR

Destination AreaTangerang Selatan

StatusActive

CREATE

Create Vehicle

New Vehicle record

Cancel

Field berwarna abu-abu diisi otomatis dari master/dokumen sumber.

EDIT

Edit Vehicle

VH-001

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Vehicle

VH-001

Edit Back

OverviewHistory

Vehicle NoVH-001

Plate NumberB 1234 XYZ

TypeTruck

Capacity4 Ton

StatusAvailable

CREATE

Create Driver

New Driver record

Cancel

Field berwarna abu-abu diisi otomatis dari master/dokumen sumber.

EDIT

Edit Driver

DRV-001

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Driver

DRV-001

Edit Back

OverviewHistory

Driver CodeDRV-001

NameBudi

Phone0812xxxx

Company BranchTangerang

StatusActive

CREATE

Create Tax

New Tax record

Cancel

Field berwarna abu-abu diisi otomatis dari master/dokumen sumber.

EDIT

Edit Tax

NON

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Tax

NON

Edit Back

OverviewHistory

Tax CodeNON

Tax NameNon Tax

Rate0%

CalculationExclusive

StatusActive

EDIT

Edit Tax

PPN

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Tax

PPN

Edit Back

OverviewHistory

Tax CodePPN

Tax NamePPN

Rate11%

CalculationExclusive

StatusActive

CREATE

Create Payment Term

New Payment Term record

Cancel

Field berwarna abu-abu diisi otomatis dari master/dokumen sumber.

EDIT

Edit Payment Term

DP30-N30

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Payment Term

DP30-N30

Edit Back

OverviewHistory

CodeDP30-N30

Payment TermDP 30% + Net 30

DPYes

DP %30%

Remaining Due TypeNet Days

Due Days30

StatusActive

EDIT

Edit Payment Term

NET30

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Payment Term

NET30

Edit Back

OverviewHistory

CodeNET30

Payment TermNet 30

DPNo

DP %0%

Remaining Due TypeNet Days

Due Days30

StatusActive

CREATE

Create Approval Matrix

New Approval Matrix record

Cancel

Field berwarna abu-abu diisi otomatis dari master/dokumen sumber.

EDIT

Edit Approval Matrix

Sales Order

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Approval Matrix

Sales Order

Edit Back

OverviewHistory

DocumentSales Order

ConditionCredit Limit Exceeded

Operator=

ValueYes

ApproverFinance Manager

Level1

StatusActive

EDIT

Edit Approval Matrix

Quotation

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Approval Matrix

Quotation

Edit Back

OverviewHistory

DocumentQuotation

ConditionDiscount %

Operator>

Value10%

ApproverSales Manager

Level1

StatusActive

CREATE

Create Document Numbering

New Document Numbering record

Cancel

Field berwarna abu-abu diisi otomatis dari master/dokumen sumber.

EDIT

Edit Document Numbering

Sales Order

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Document Numbering

Sales Order

Edit Back

OverviewHistory

DocumentSales Order

PrefixSO

FormatSO/{BRANCH}/{YYYY}/{00000}

ResetYearly

Next Number00033

StatusActive

EDIT

Edit Document Numbering

Quotation

Cancel

Field berwarna abu-abu berasal dari master/dokumen lain dan tidak dapat diubah langsung.

VIEW

Document Numbering

Quotation

Edit Back

OverviewHistory

DocumentQuotation

PrefixQT

FormatQT/{BRANCH}/{YYYY}/{00000}

ResetYearly

Next Number00003

StatusActive

CREATE

Create Customer Group

New commercial customer group

Cancel

Commercial inheritance: Default Price List akan otomatis menjadi Default Price List Customer dalam group ini untuk transaksi baru.

VIEW

Customer Group

CG-0001

Edit Back

GeneralHistory

Commercial inheritance: perubahan Default Price List berlaku untuk transaksi baru. Transaksi lama tetap memakai pricing snapshot sebelumnya.

Customer Group CodeCG-0001

Customer Group NameDistributor

Default Price ListDistributor Price

DescriptionDistributor / wholesaler customer group.

Customers Using Group128

StatusActive

EDIT

Edit Customer Group

CG-0001 • Distributor

Cancel

Used by 128 customers. Group tidak dapat dihapus selama masih digunakan. Ubah Status menjadi Inactive jika tidak lagi dipakai.

VIEW

Customer Group

CG-0002

Edit Back

GeneralHistory

Commercial inheritance: perubahan Default Price List berlaku untuk transaksi baru. Transaksi lama tetap memakai pricing snapshot sebelumnya.

Customer Group CodeCG-0002

Customer Group NameRetailer

Default Price ListRetail Price

DescriptionRetail customer group.

Customers Using Group94

StatusActive

EDIT

Edit Customer Group

CG-0002 • Retailer

Cancel

Used by 94 customers. Group tidak dapat dihapus selama masih digunakan. Ubah Status menjadi Inactive jika tidak lagi dipakai.

VIEW

Customer Group

CG-0003

Edit Back

GeneralHistory

Commercial inheritance: perubahan Default Price List berlaku untuk transaksi baru. Transaksi lama tetap memakai pricing snapshot sebelumnya.

Customer Group CodeCG-0003

Customer Group NameReseller

Default Price ListReseller Price

DescriptionDealer / reseller customer group.

Customers Using Group46

StatusActive

EDIT

Edit Customer Group

CG-0003 • Reseller

Cancel

Used by 46 customers. Group tidak dapat dihapus selama masih digunakan. Ubah Status menjadi Inactive jika tidak lagi dipakai.

VIEW

Customer Group

CG-0004

Edit Back

GeneralHistory

Commercial inheritance: perubahan Default Price List berlaku untuk transaksi baru. Transaksi lama tetap memakai pricing snapshot sebelumnya.

Customer Group CodeCG-0004

Customer Group NameModern Trade

Default Price ListModern Trade Price

DescriptionModern trade customer group.

Customers Using Group32

StatusActive

EDIT

Edit Customer Group

CG-0004 • Modern Trade

Cancel

Used by 32 customers. Group tidak dapat dihapus selama masih digunakan. Ubah Status menjadi Inactive jika tidak lagi dipakai.

REPORT

Sales Summary

Revenue, document count, average order value, and trend.

Back

ReportSales Summary

Sample DataAvailable

Pagination10 / 50 / 100

REPORT

Sales by Customer

Sales grouped by customer and customer segment.

Back

ReportSales by Customer

Sample DataAvailable

Pagination10 / 50 / 100

REPORT

Sales by Product

Product, quantity, and revenue performance.

Back

ReportSales by Product

Sample DataAvailable

Pagination10 / 50 / 100

REPORT

Sales by Salesperson

Sales performance by salesperson, Sales Team, and flat Sales Territory.

Back

ReportSales by Salesperson

Sample DataAvailable

Pagination10 / 50 / 100

Sales Territory FilterExact flat business coverage

REPORT

Quotation Conversion

Quotation to Sales Order conversion.

Back

ReportQuotation Conversion

Sample DataAvailable

Pagination10 / 50 / 100

REPORT

Open Sales Orders

Confirmed SO not yet fully completed.

Back

ReportOpen Sales Orders

Sample DataAvailable

Pagination10 / 50 / 100

REPORT

Delivery Performance

Delivery and fulfillment performance.

Back

ReportDelivery Performance

Sample DataAvailable

Pagination10 / 50 / 100

REPORT

Outstanding Invoice

Open invoice amount and exposure.

Back

ReportOutstanding Invoice

Sample DataAvailable

Pagination10 / 50 / 100

REPORT

AR Aging

Current, 1–30, 31–60, 61–90, 91–120, >120 days.

Back

CurrentRp 425 jt

1–30Rp 295 jt

31–60Rp 200 jt

61–90Rp 100 jt

91–120Rp 125 jt

>120Rp 90 jt

PT Sinar AbadiRp 255.000.000

PT Cahaya RetailRp 235.000.000

PT Nusantara RetailRp 240.000.000

REPORT

Customer Credit Exposure

Credit limit and current exposure.

Back

ReportCustomer Credit Exposure

Sample DataAvailable

Pagination10 / 50 / 100

REPORT

Sales Return Report

Physical goods return report.

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ReportSales Return Report

Sample DataAvailable

Pagination10 / 50 / 100

REPORT

Credit Memo Report

Financial credit adjustments.

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Credit Memos12

Credit ValueRp 86.500.000

Remaining CreditRp 15.500.000

REPORT

Discount & Promotion

Discount and promotion usage.

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ReportDiscount & Promotion

Sample DataAvailable

Pagination10 / 50 / 100

REPORT

Output VAT / Tax Invoice

Output VAT and Coretax readiness.

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Tax Invoices12

DPPRp 1.240.000.000

Output VATRp 136.400.000

Coretax Ready10 / 12

EXPORT TOOL

Coretax XML Export

Validate invoice and prepare XML export.

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Validation before export: 10 invoice eligible, 2 invoice need correction. Error rows are excluded from XML.

Eligible10

Validation Error2

FormatXML