Sales

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:

1. A sales team member creates a sales quotation listing the items and prices offered to a client.
2. The quotation is reviewed internally, then sent to the client for consideration.
3. The client reviews the proposal and either accepts, requests changes (triggering a revision), or rejects it.
4. Once accepted, the quotation is converted into a sales order, which becomes a binding commitment.
5. The sales order is submitted for approval if required (credit check, large-value authorization, etc.).
6. After approval, the order is confirmed with the client and moves to fulfillment — goods are picked, packed, and shipped from the warehouse.
7. Shipped quantities are invoiced — the invoice tracks what the client owes until it is fully paid (or adjusted with a credit note).

Navigation

Open Sales in the sidebar. The module opens on what needs doing (below), and the sidebar lists the documents of a sale in the order a sale walks them:

• Quotations — price proposals, with their lines, revisions and lifecycle
• Orders — confirmed client orders, with their lines, approvals and fulfillment progress
• Delivery Notes — outbound shipments, from picking and packing to delivery
• Sales Returns — goods a client sends back, received into stock
• Invoices — what each client owes, with payment status and overdue tracking
• Credit Notes — credits issued against invoices

Setup, at the end of the list, holds what your sales are priced from.

See what needs doing

Opening Sales shows the work waiting for somebody, in four lists. Each row opens the record where the job is done, and the lists are read again every time you open the page.

Each list shows five rows and how many there are in all, and View all opens the whole list at the same selection. Deliveries to invoice has none, because the delivery notes cannot be narrowed to what is left to bill. At the top of the page, buttons start the week’s usual documents: New sales quotation, New sales order and New sales invoice. The headline figures sit under the buttons, and the Past-due invoices figure counts exactly the invoices its list shows. Under the figures, Invoiced each month draws the last twelve months of sales (see See what you sold), and Invoices by age draws the unpaid invoices as columns, from not yet due to more than 90 days late. You see only the lists and the buttons your role lets you open.

See what you sold

Three charts on the Sales tab of the dashboard answer the question a business owner asks first: how much did we sell, to whom, and what?

Every figure is excluding TVA: the value of what you sold, which is also the base of your TVA return, not the tax you collected for the state. A month counts the invoices dated in it once they are sent (draft, cancelled and voided invoices never count) and takes off the credit notes issued in that same month. A credit note issued in March for a January invoice comes off March, so a month you have already declared does not change when a customer returns something later. Voiding an invoice is the one thing that removes it from the month it was in.

Point at a month to read what was invoiced and what was credited beside its total. Click a customer’s column to open their invoices over the same months, or a product’s to open the product. Invoiced each month also sits on the Sales home, under the headline figures.

The charts show the last twelve months until you set the date range at the top of the dashboard; then they show the months that range covers, and the first and last month count only the days inside it.

An invoice in another currency

Amounts are shown in the currency your organization reports in. An invoice or a credit note in another currency counts at the exchange rate on file for its own date: a euro invoice of 14 March is worth what the rate of 14 March says, whatever the euro is worth today. When no rate is on file for that date, the document is left out of the amounts rather than counted as if one euro were one dinar, and a sentence under the chart names it, with a link to the exchange rates page. Enter the rate and it joins its month. If your organization has not chosen the currency it reports in, the charts say so instead.

Set up the module

Setup is one page for what you set once and come back to when prices move. It has one tab:

The tab keeps the address the price lists always had, so a bookmark to them still opens it. If your role does not let you see price lists, Setup is not in your sidebar.