The Sales module manages the customer-facing side of your business — from preparing price proposals through to confirmed orders. It provides structured workflows that ensure quotations are reviewed, approved, and converted into actionable orders with a clear audit trail.
Key Features
- Sales Quotations — Create detailed price proposals for clients, manage the negotiation lifecycle (send, accept, reject, revise), and convert accepted quotations into sales orders.
- Sales Orders — Manage confirmed orders from clients through the full order-to-fulfillment lifecycle, including internal approval workflows, delivery tracking, and order closure.
- Delivery Notes — Track the physical dispatch of goods from your warehouse to clients, managing the picking, packing, shipping, and delivery confirmation process.
- Sales Invoices — Bill delivered orders, track what each client owes (paid, partially paid, overdue), and record incoming payments against each invoice.
- Credit Notes — Reduce what a client owes after returns, pricing errors, or damaged goods; an issued credit is applied directly against its invoice’s balance.
Every one of these can be produced as a PDF in English, French or Arabic — see Printing and Sharing Documents.
Sales Workflow
A typical sales workflow follows these steps:
- A sales team member creates a sales quotation listing the items and prices offered to a client.
- The quotation is reviewed internally, then sent to the client for consideration.
- The client reviews the proposal and either accepts, requests changes (triggering a revision), or rejects it.
- Once accepted, the quotation is converted into a sales order, which becomes a binding commitment.
- The sales order is submitted for approval if required (credit check, large-value authorization, etc.).
- After approval, the order is confirmed with the client and moves to fulfillment — goods are picked, packed, and shipped from the warehouse.
- Shipped quantities are invoiced — the invoice tracks what the client owes until it is fully paid (or adjusted with a credit note).
Navigation
You can access the Sales module from the sidebar:
- Quotations — View and manage sales quotations, including line items, revisions, and lifecycle actions
- Orders — View and manage sales orders, including line items, approval workflows, and fulfillment progress
- Delivery Notes — View and manage outbound shipments, including line items, picking/packing workflow, and delivery tracking
- Invoicing → Invoices — View and manage sales invoices, including payment status, overdue tracking, and recording payments
- Invoicing → Credit Notes — View and manage credit notes issued against invoices