Frequently Asked Questions (FAQ's)
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Exchange rates are primarily managed in the Finance module. However, the Sales & Invoicing module can either pull these rates directly from Finance or allow manual entry for flexibility during sales order creation.
Dashboards display both the base currency and the transactional currency. Key financial details—such as invoice values, payments, and outstanding balances—are shown in context, supporting better decision-making for international transactions.
All payments are recorded in the Sales module and reconciled and approved in the integrated Finance module. Each payment is linked to its respective invoice, and the system updates the payment status (e.g., Paid, Unpaid) in real time for easy reconciliation and visibility.
Yes. If the Inventory module is integrated, the Sales system pulls live inventory data during quotation and order entry. This enables accurate stock checks and avoids overcommitting available quantities.
After an order is placed, the Inventory module manages fulfillment. Upon dispatch, the system generates a delivery note (with proof of delivery) and automatically creates the associated invoice in the Sales module.
Yes. The system supports version control for quotations, allowing users to save and reference multiple revisions, each retaining pricing, discount, and terms history for auditability.
Yes. Quotations include configurable issue and expiry dates.
Overdue invoices are automatically flagged in dashboards. Notification rules can be configured to send alerts or reminders to finance and sales users based on due dates.
Yes, ROCKEYE ERP maintains a detailed audit trail for all invoice-related activities, including status updates, edits, and approvals.
Yes. Forms can be customized to include additional fields as per business needs.
Yes. All edits, approvals, and status changes are logged with timestamps and user details.
Yes. Tax structures such as GST, VAT, or Sales Tax can be configured according to regional laws.
Based on the auto allocation of funds as invoice being created in the system
Invoice numbering follows configured sequences per entity or fiscal year. Duplicate references are system-blocked.
Sales returns can be recorded against original invoices, automatically adjusting receivables and returning stock to the warehouse.
Yes. Transactions can be recorded in different currencies while maintaining reporting in a defined base currency.
Credit limits are configured per customer, and the system evaluates total exposure before confirming new transactions.
Yes. It supports item-based billing for goods as well as service-based invoicing with applicable tax treatment.
Delivery terms and conditions can be configured and applied to sales documents.
Yes. ROCKEYE uses role-based access control to manage module visibility. Teams (Sales, Inventory, Finance) can operate independently or collaboratively based on user roles and security settings.
Yes—Recent & all Activities includes timestamps and user info for actions like order creation.