Sales Module Guide
Use Sales to manage customers, quotations, invoices, payments, credit controls, fulfillment links, reporting, and inventory/accounting connections.
Sales workflows help teams convert customer interest into quotations, invoices, payment records, fulfillment activity, and reports. Sales may connect to Inventory for stock availability and deduction, POS for counter sales, Finance for receivables and payments, and Integrations for accounting sync where enabled.
Who Uses Sales
- Sales users who create customers, quotations, invoices, and payment records.
- Managers who review pricing, discounts, fulfillment status, and sales reports.
- Warehouse teams who fulfill items from sales documents where enabled.
- Finance users who review receivables, payments, taxes, and accounting sync.
Sales Lifecycle
- Create or confirm the customer record and contact details.
- Create a quotation if the customer needs pricing before committing.
- Convert or create an invoice when goods or services are confirmed.
- Record payment, partial payment, credit note, or outstanding balance according to policy.
- Coordinate fulfillment, stock deduction, delivery, or service completion.
- Review sales, customer, payment, tax, and profitability reports.
Sales Records
| Record | Purpose | Check Before Saving |
|---|---|---|
| Customer | Identifies the buyer and contact details. | Name, phone, email, tax details, credit terms, and billing address. |
| Quotation | Offers price before sale is confirmed. | Item, quantity, price, tax, validity, terms, and notes. |
| Invoice | Requests payment or records confirmed sale. | Customer, items, warehouse, price, tax, discount, due date, and status. |
| Payment | Records money received against sale or invoice. | Amount, method, reference, date, and invoice link. |
| Credit note | Records reversal, return, correction, or credit. | Reason, approval, original invoice, amount, tax, and stock effect. |
Permissions And Credit Controls
Your role may control whether you can edit prices, apply discounts, approve credit, issue refunds, export reports, change tax, or record payments. If a customer, button, invoice, or report is missing, ask your organization admin to check your sales role and branch or customer access.
Common Mistakes
- Creating duplicate customer records.
- Using the wrong warehouse or tax setting on an invoice.
- Recording a payment without the correct reference or invoice link.
- Changing a quotation after it was accepted without telling the customer.
- Issuing credit notes or refunds without following approval policy.
Need help with this topic?
Capture the module, record number, branch or warehouse, user, visible message, and what you expected to happen before contacting support.