Sales and customers

The Sales & Marketing module has two tabs: Sales orders and Customers.

Customers

Click New customer and enter the code, name, channel (Modern Trade, General Trade, E-commerce, HoReCa, Project), city, NPWP or NIK, credit limit and payment terms.

• An NPWP or NIK is required before a Coretax tax invoice can be exported. Customers without one are marked Missing.
• Credit limit = the maximum total of open receivables. Enter 0 for no limit.
• Raising a credit limit: click Change limit, enter the new limit, then Request approval. The new limit applies once it is approved in Approvals.

Sales orders

1. Click New sales order, choose the customer, and add items and quantities. Prices come from each item's selling price; PPN is added automatically.
2. Click Create and confirm. The order is Confirmed.
3. When the goods ship, click Deliver & invoice. In one step Air-M:
   • checks the customer's credit limit,
   • takes the stock out at average cost,
   • issues the invoice (INV-2026-0001) with a due date based on the payment terms,
   • posts revenue, Output VAT, receivables and cost of goods sold.

Statuses: Draft → Confirmed → Invoiced. A Draft order needs Confirm first.

Delivery rejected?

• "... would exceed the credit limit": open receivables plus this order are over the credit limit. Collect payment first (record it in Finance → Receivables) or request a higher limit.
• "Not enough ...": not enough stock. Receive goods that have arrived, finish production, or do a stock count.

Customer payments are recorded in Finance.