Sales Management

The Sales module runs your order-to-cash cycle: you quote a price, negotiate it, turn the agreement into an order, ship the goods, bill the customer, and collect the money. Every step creates a document, and every document is linked to the one before it — so you can always trace an invoice back to the quotation it started from.

The customer record is the anchor. Quotations, orders, deliveries, invoices, payments, issues, and projects all point back to it, and the customer’s Associations tab shows the whole relationship on one screen.

The order-to-cash chain

Only the Sales Order and the Sales Invoice are unavoidable. A quotation is optional if the customer orders directly, and a delivery note is skipped for pure service orders because nothing physical leaves a warehouse.

An order can also start from a Proforma Invoice — pull its lines in with Get Items → Proforma Invoices when the sale originates on the export side rather than from a quotation.

Each document carries its own status. Approving one document updates the status of the document above it — approving a delivery note, for example, raises the delivered quantity on the sales order and can move it from To Deliver And Bill to To Bill.

Where each screen lives

The Sales sidebar holds the customer-facing part of the cycle. Delivery and billing sit in the modules that own stock and money, but they are still part of the same chain.

Document	Menu path	Owned by
Customer	Sales → Customer	Sales
Sales Quotation	Sales → Sales Quotation	Sales
Sales Order	Sales → Sales Order	Sales
Delivery Note	Inventory → Delivery Note	Inventory
Sales Invoice	Financials → Sales Invoice	Financials
Sales Team	CRM → Selling → Sales Teams	CRM
Payment Entry	Financials → Payment → Payment Entry	Financials

Sales orders open from Sales → Sales Order and from Export Documents → Order. It is the same screen and the same records — export users simply reach them from their own module.

Screen	Purpose
Customer	The customer master — contacts, addresses, preferences, sales team
Sales Quotation	Price proposals and per-item negotiation
Sales Order	The confirmed commitment everything downstream hangs off
Sales Order Analysis	Ordered vs delivered vs billed, order by order
Item Wise History	The same picture grouped by item
Pending SO Items For Purchase	What you must buy or make to cover open orders
Sales Reports	Sales by customer/item, quotation reports, pending orders, transaction chain

Browse by section

🏢

Customer

Customer master: contacts, addresses, tax numbers, preferences, and sales team allocation.

View docs →📋

Sales Quotation

Quote prices, negotiate line by line, email the customer, and convert agreed items to an order.

View docs →📦

Sales Order

The confirmed order — and the launch point for deliveries, invoices, purchases, and work orders.

View docs →🚚

Delivery Note

Dispatch goods against an order, move stock out, and open the invoice.

View docs →🧾

Sales Invoice

Bill the customer, allocate advances, take payments, and issue credit notes.

View docs →👥

Sales Team

Sales people and teams, their hierarchy, commission rates, and contribution splits.

View docs →🔎

Analysis & Pending Orders

Order analysis, item-wise history, and pending sales order items for purchase or manufacturing.

View docs →📈

Sales Reports

Sales and quotation reports by customer and item, pending orders, stock reservation, transaction chain.

View docs →

How statuses work across the module

Each document type has its own status list, but they follow the same shape: a working state, an approved state, one or more progress states, and terminal states.

Document	Working state	Progress states	Terminal states
Sales Quotation	Open	Under Negotiation, Completed, Ordered, Linked	Lost, Expired, Cancelled
Sales Order	Draft	To Deliver And Bill, To Deliver, To Bill, In Production	Completed, Cancelled
Delivery Note	Draft	Pending, To Bill, Return Issued	Completed, Closed, Return, Cancelled
Sales Invoice	Draft	Unpaid, Partially Paid, Overdue, Credit Note Issued	Paid, Return, Cancelled

Two rules apply everywhere:

Delete only removes a working-state document. Once a document is approved you cancel or unapprove it — the record is kept for audit.
Nothing can be undone while a child document is alive. You cannot unapprove or cancel a document that still has a non-cancelled document created from it. Work backwards down the chain.

Recommended first-time order

Set up before you sell: items and warehouses (Inventory Setup), tax rules and accounts (Financials), customer groups and territories, then Sales Team and Customers. Only then start quoting.

Create the customer with addresses, contacts, currency, and tax numbers.
Raise a quotation, price the lines, and negotiate anything the customer pushes back on.
Convert agreed lines into a sales order and approve it.
Dispatch with a delivery note (or invoice directly for service-only orders).
Invoice the delivered quantity and approve it to book the receivable.
Collect with a payment entry, and watch the order close itself when nothing is left to deliver or bill.

Who can do what

Sales permissions are granted per role. The ones you will meet most often:

Capability	Lets the user
`CAN_VIEW_SALES_QUOTATION` / `CAN_MODIFY_SALES_QUOTATION`	See and edit quotations
`CAN_VIEW_ALL_SALES_QUOTATION`	See quotations assigned to other people
`CAN_APPROVE_SALES_QUOTATION`	Approve quotations
`CAN_ASSIGN_SALES_QUOTATION`	Assign a quotation to a colleague
`CAN_VIEW_SALES_ORDER` / `CAN_MODIFY_SALES_ORDER` / `CAN_APPROVE_SALES_ORDER`	The same three rights for orders
`CAN_VIEW_CUSTOMERS` / `CAN_MODIFY_CUSTOMERS` / `CAN_DELETE_CUSTOMERS`	Manage the customer master
`CAN_MODIFY_DELIVERY_NOTE` / `CAN_APPROVE_DELIVERY_NOTE`	Raise and approve dispatches (Inventory)
`CAN_MODIFY_SALES_INVOICE` / `CAN_APPROVE_SALES_INVOICE` / `CAN_DELETE_SALES_INVOICE`	Raise, approve, and delete invoices (Financials)
`CAN_VIEW_SALES_REPORTS` and the per-report capabilities	Open the Sales Reports hub and individual reports

Without the matching CAN_VIEW_ALL_... capability, a user only sees documents assigned to them. If a colleague says a quotation “disappeared”, check the assignment before checking the data.