The Invoice Marketing module in Flovix is designed to manage sales transactions that involve additional marketing or cost calculations. It allows businesses to create sales invoices while tracking purchase price, sale price, expenses, profit distribution, and tax calculations in one place.
This module is especially useful for businesses that need to calculate marketing margins, expense allocations, and profit sharing percentages (such as 30% and 70%) within a single invoice.
By using the Invoice Marketing feature, companies can maintain accurate financial records, analyze profitability, and manage sales transactions efficiently.
Step-by-Step Guide to Create an Invoice Marketing Entry:
Step 1: Open the Invoice Marketing Module
- Go to the Invoice Marketing section in Flovix.
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 product will be dispatched from.
Step 3: Enter Invoice Details
Fill in the following information:
Invoice Number
Invoice Date
Beneficiary
Bank Selection
Reference Number
Step 4: Add Product Information
Select the Product Code and complete these fields:
Batch Number
Purchase Price
Sale Price
Discount
Expense
The system will automatically calculate the amount.
Step 5: Enter Profit Distribution
Add the profit distribution values:
30% share
70% share
These values help track marketing profit allocations.
Step 6: Add Additional Information
Enter optional details such as:
Company Quotation Number
Customer Quotation Number
Delivery Man
Sales Representative
Trade Offer
Delivery Date
Shipping Method
Sale Terms
Purchase Order ID
Construction Project
Step 7: Attach Files and Notes
Add attachments or documents if necessary.
Use the Memo field to include internal notes about the transaction.
Step 8: Review Financial Summary
Flovix will automatically calculate:
Sub Total
Tax
Other Charges
Net Payable
Payment
Balance Due
Step 9: Record Payment
Select the Payment Method (COD or others) and enter the amount received.
The system will update the balance due automatically.
Step 10: Save the Invoice
After reviewing all details, click Save to finalize the invoice.
The invoice will now be recorded in the system.
Key Features:
Create and manage marketing sales invoices
Record purchase price and sale price
Apply discounts and additional expenses
Calculate tax automatically
Track profit distribution percentages
Add beneficiary and bank information
Attach documents and notes
Manage delivery, shipping, and sales representatives
Track customer quotations and purchase order references
Benefits of Using Invoice Marketing:
Improves sales and marketing financial tracking
Provides clear profit calculations
Helps manage expenses related to marketing deals
Ensures accurate tax calculations
Maintains organized customer invoice records
Supports project and cost center tracking