Sales
Quotations, sales orders and sales analysis.
Overview
The sales cycle: a Quotation for the customer → when accepted it becomes a Sales Order → confirming the order creates the Sales Invoice and the stock Delivery automatically. You can also start straight from a sales order.
Screens in this section
Operations
Quotations
Send the customer prices and quantities before the sale.
Sales Orders
The customer’s confirmed order.
Reports
Quotation Report
All quotations with their values and status over a period, to follow up on those not yet turned into orders.
Sales Order Report
Sales orders over a period with totals, taxes and invoicing status.
Sales Analysis
A sales summary for a period: total before tax, discounts, taxes and grand total.