Learn Edara — Sales Module
Learn how to manage the full sales cycle — from customer coding and price list setup to creating sales orders, handling returns, and setting up recurring orders.
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Core Data
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1
Customer Coding
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2
Sales Rep Coding
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3
Service Coding
Setup
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4
Sales Bundles
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5
Sales Branches
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6
Price List
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7
Customer Data
Sales Orders
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8
Sales Order (Part 1)
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9
Sales Order (Part 2)
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10
Sales Returns
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11
Recurring Sales Order
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12
Price Quotations
Approvals
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13
Approvals
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14
Return Approvals
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15
Delivery Approvals
Reports
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16
Sales Orders Report
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17
Sales Report
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18
Gross Profit Report
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19
Customer Evaluation Report
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20
Periodic Sales Report
Settings
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21
Sales Settings (Part 1)
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22
Sales Settings (Part 2)
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23
Sales Settings (Part 3)
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24
Sales Settings (Part 4)
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25
Sales Settings (Part 5)
Customer Coding
Lesson 1 of 25
This lesson shows how to set up a new customer in Edara's Sales module — either with its own account or using the default account for walk-in customers.
We cover entering the basic details, linking financial accounts, setting the customer type and pricing, and configuring payment terms, contact information and special discounts.
This keeps customer data organized and accurately linked to sales and accounting.