# Sales Program

### **Module Guide: Sales Program**

#### **Module Location**

#### Sales > Sales Program

#### **Module Objective**

#### The **Sales Program** module is used to create a high-level sales program or cooperation agreement with a customer. This document defines various agreed-upon commercial terms, such as targets, discounts, credit limits, and payment terms for a specific period.

#### **Note**: This module has a very similar function and appearance to the **Memorandum of Understanding (MOU)** module.

### **1. Main View (Program List)**

#### The main page of this module displays a list of all Sales Programs that have been created.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/2a9image.png)

#### **View Explanation & Filters**

#### This page is for viewing and managing all existing programs.

- #### **Filters**: You can search for a specific program by **MOU Number**, **Item Category**, **Status**, or a date range (**Date From / Date To**).
- #### **Program List**: The table below will display a summary of each program, with columns such as **Program Number**, **Customer Name**, **Target**, and **Credit Limit**.

#### **Button Functions**

- #### **New**: The primary button to create a new Sales Program.
- #### **Print**: To print the details of a selected program.
- #### **Change Status**: To change the status of a selected program.

### **2. Steps to Create a New Sales Program**

#### **Step 1: Create a New Program**

#### From the Main View, click the **New** button to open the new program creation form. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/GDkimage.png)

#### **Step 2: Fill in Program Details**

#### Fill in all the relevant information on the form that appears. Fields marked with `(*)` are mandatory.

- #### **Basic Information**:
    
    
    - #### The **MOU Number** will be filled automatically. Fill in the **MOU Date** (Program Date), select the **Customer**, **Regional**, and the **Product** covered by this program.   
        ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/Q9Simage.png)
- #### **Commercial Terms**:
    
    
    - #### Complete all agreed-upon commercial requirements such as **Discount**, **Payment Term**, **Return**, **Target**, **Bank Guarantee**, and **Credit Limit**.   
        ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/xrJimage.png)  
          
        ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/pteimage.png)

#### **Step 3: Save and Confirm**

#### After all data is filled in, use the buttons in the bottom-left section:

- #### **Save**: To save the program as a draft. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/bqVimage.png)
- #### **Confirm**: To finalize and send the program into the approval workflow.![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/EnEimage.png)
- #### **Cancel**: To cancel the entry. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/hnjimage.png)

### **Tips & Important Notes**

- #### The program created here will become the master agreement that governs the terms of transactions with the selected customer during the program's period.
- #### Ensure all commercial terms such as **Credit Limit** and **Payment Term** are filled in accurately, as the system will likely use this data for automatic validation of sales transactions.
- #### A program that has been **Confirmed** will likely go to a **Sales Program Inbox** for further approval by management.