AWRA Help Center

Core Workflows

1. Create or update customers with correct billing and contact details.
2. Create a sales quotation when a customer needs pricing before purchase.
3. Convert accepted work into an invoice where your process requires billing.
4. Record payment status or review payment updates when available.
5. Coordinate fulfillment so stock is deducted from the correct warehouse.
6. Create credit notes or corrections according to your organization policy.

Common Mistakes

• Selecting the wrong customer or warehouse.
• Using a quotation as if it were an invoice.
• Forgetting tax, discount, payment terms, or delivery notes.
• Issuing stock before confirming the approved sale or fulfillment step.