How the Sales Module Works
The Sales module is designed as a connected workflow that follows the full customer transaction lifecycle—from initial engagement to fulfillment and payment. Each subsection builds on the previous one, ensuring accuracy, traceability, and control throughout the sales process.
Below is an overview of how each component works together.
Customer
The Customer is the foundation of the Sales module. All sales transactions originate from a customer record.
Without a customer, you cannot:
Create quotes
Create sales orders
Generate invoices
Create shipments and ship items
Learn how to create a customer →
Quote
A Quote is an estimate of the products and services you offer to a customer. It is used to propose pricing and terms before a sale is confirmed.
Key points:
Quotes are always created for a specific customer
Quotes do not impact inventory
Quotes can be converted into Sales Orders once approved
Learn how to create a quote →
Sales Order
A Sales Order represents a customer’s intent to purchase products or services at agreed terms. It serves as the central record that drives invoicing and shipping.
Sales Orders can be created from multiple sources:
Manually, by users within the system
From a Quote, after customer approval
Via API integrations, such as eCommerce platforms, POS systems, or external applications
From other internal workflows, depending on configuration
Sales Order Statuses
Draft
Used for incomplete or in-progress orders
Fully editable
Does not allow invoicing or shipments
Confirmed
Indicates the order is approved and ready for execution
Enables invoicing and shipments
Pricing and quantities may still be editable, depending on permissions, configuration, or business rules
Once a Sales Order is confirmed, two additional sections become available:
Invoices
Shipments
Learn how to create a sales order →
Invoice
An Invoice is generated from a Sales Order and is used to bill the customer for goods and services.
Important rules:
Invoices cannot be created independently
Every invoice must be linked to a Sales Order
You can invoice quantities equal to or less than the quantities on the Sales Order
Partial invoicing is supported
Learn how to create an invoice →
Shipment
A Shipment records the delivery of physical items to the customer and is created from a Sales Order.
Important rules:
Shipments cannot be created independently
Every shipment must be linked to a Sales Order
You can ship quantities equal to or less than the quantities on the Sales Order
Partial shipments are supported
Learn how to create a shipment →
End-to-End Sales Lifecycle
The Sales module is designed to adapt to different sales processes while maintaining a single source of truth. Quotes remain optional, Sales Orders centralize execution, and Invoices and Shipments ensure accurate billing and fulfillment.
This approach allows teams to support simple orders, complex sales workflows, and automated integrations—all within the same structured system.
Customer → (Optional Quote) → Sales Order → Invoice / Shipment