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 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.

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