Sales Module Overview

Understanding the sales module and how everything relates

Updated over a week ago

In this article, we will cover how all the subsections of the Sales module work with each other.

Customer:

The customer is the starting point of using the sales module. Without a customer, the user will not be able to quote customers, place sales orders, invoice, and ship items.

Learn how to create a customer here.

Quote:

The quote is an estimate of the products and services you offer to customers to earn their business. The quote is always created for a customer.

Learn more about how to create a quote here.

Sales Order:

A sales Order is an order you create once you have earned a customer's business. It has the established price agreed for the products and services.

Learn more about how to create a sales order here.

Note:

  • Sales Order once confirmed will have two additional sections: Invoice and Shipment.

Invoice:

An invoice is a document you create from a sales order. It is used to charge and receive payment from a customer that you are selling goods and services.

Note:

  • Invoices can't be created individually and will always be linked to a sales order.

  • Invoices can only be invoiced equal to or less than the qty on the sales order.

Learn more about how to create an invoice here.

Shipment:

A shipment is a transaction you create from a sales order to send items to the customer.

Note:

  • Shipments can't be created individually and will always be linked to a sales order.

  • Shipments can only ship equal to or less than the qty on the sales order.

Learn more about how to create a shipment here.

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