The Invoice Marketing 2 module in Flovix is designed to manage advanced sales invoices that include additional financial components such as DIC charges, subsidy values, discounts, and down payments. This module helps businesses handle complex sales transactions while maintaining accurate financial and inventory records.
Using Invoice Marketing 2, users can create sales invoices, add product details, calculate taxes and charges automatically, and track payments from customers. It also allows linking invoices with quotations, delivery details, and sales representatives for better operational tracking.
This module ensures that businesses maintain transparent billing, accurate financial reporting, and efficient customer transaction management.
Step-by-Step Guide to Create an Invoice Marketing 2
Step 1: Open the Invoice Marketing 2 Module
Go to Invoice Marketing 2 in the Flovix system.
Click New to create a new invoice.
Step 2: Select Customer and Warehouse
Choose the Customer from the dropdown list.
Select the Warehouse where the products will be shipped from.
Step 3: Enter Invoice Details
Fill in the following information:
Invoice Number
Invoice Date
These details help identify and track the invoice.
Step 4: Add Product Details
Select the Product and complete the following fields:
Batch
Unit of Measure (U/M)
Quantity
Price Each
Discount
DIC Charges
Subsidy Value
Flovix will automatically calculate the amount for the product.
Step 5: Add Additional Information
Optionally enter the following details:
Company Quotation Number
Customer Quotation Number
Delivery Man
Sales Representative
Trade Offer
Delivery Date
Shipping Method
Sale Terms
Sale Order ID
Construction Project
These fields help maintain complete sales documentation.
Step 6: Attach Documents and Notes
Use the Attachment option to upload related files.
Add internal notes using the Memo field.
Step 7: Review Financial Summary
The system automatically calculates the following:
Sub Total
Discount
Tax
Down Payment
Total Amount
These calculations ensure accurate billing.
Step 8: Record Payment
Select the Payment Method (such as COD).
Enter the payment amount received from the customer.
Flovix will automatically calculate the balance due.
Step 9: Save the Invoice
Review all information carefully.
Click Save to finalize and store the invoice in the system.
Key Features:
Create and manage marketing-based sales invoices
Record product quantity, pricing, and discounts
Add DIC charges and subsidy values
Automatic tax calculations
Manage down payments and remaining balances
Assign delivery personnel and sales representatives
Link invoices with quotations, sale orders, and projects
Attach documents and notes for documentation
Track shipping and delivery details
Benefits of Invoice Marketing 2
Provides advanced sales invoice management
Ensures accurate calculation of subsidies and charges
Helps track customer payments and balances
Improves inventory and sales record accuracy
Maintains clear financial documentation for audits
Supports efficient business reporting