AWRA Help Center

Open Sales in the sidebar. It holds Customers, Invoices, Quotes, POS, Reports and Sales Insights. Quotes, Sales orders, Price lists, Customer portal, Invoices and Recurring invoices are one group: open any of them and the row of links at the top of the screen takes you to the others.

What Each Screen Is For

• Customers — the people and organizations you sell to, with credit limits and statements. See Customers.
• Quotes — offers with a valid-until date, approved, sent with an online accept link, and converted. See Quotes & Sales Orders.
• Sales orders — the customer's commitment; confirming reserves stock and backorders the rest, and the order is invoiced in parts as it ships. Same guide.
• Price lists — customer-specific prices with quantity breaks and dates. See Price Lists.
• Invoices — approve, check out, send and collect. See Invoices.
• Recurring invoices — schedules that bill on their own. See Recurring Invoices.
• Customer portal — invite customers to see their invoices and statement, answer quotes and pay. See Customer Portal.
• Credit notes — corrections and returns against an invoice. See Credit Notes.
• POS — counter sales, priced by the same price lists. See POS Overview.

The Usual Path

1. Quote the customer, approve and send it.
2. When they accept, convert it to a sales order (or invoice it directly if the stock is on hand).
3. Confirm the order to hold the stock, then invoice it as goods ship.
4. Approve each invoice, check out its goods, and record payment as it arrives.

Prices are set once, when the quote is saved, and carried unchanged to the order and the invoice. The full path is in Walkthrough: Sale to Invoice.

Permissions Note

Each screen has its own permission — quotes, sales orders, price lists, recurring invoices and the customer portal are separate — so the Quotes entry in the sidebar opens the first of these screens you are allowed to see. If a screen is missing, ask your administrator for the specific permission you need.