Sales Overview

The system offers a huge number of tools to manage the sales process. Most of them are required for every business, and you don't need to use each and every tool. You need to enable the required settings depending on your company needs.

To register the fact of sale in the system, use the Customer invoice document. All other documents are optional, and can be used depending on the business requirements or a particular situation.

You start the sales process with entering the info about your customers. For details, see Customers.

You can register Terms of sales and Contracts to keep sales terms and conditions in the system and apply them in business documents.

Sales quotation is used to quote a price and conditions (e.g. shipping conditions, pre-payment requirements, and other) to the customer.

If required, you can use Sales orders to plan sales and supply goods under orders.

Sales module includes other business processes, such as Sales adjustments, Sales return, Consignment sales, Retail sales, and so on. You can find their description in the related help.