Everything from taking an order to getting paid. This page explains how the pieces connect and links to each step.
The flow
Customer → Sales order → Shipment → Invoice
The customer is where everything starts. No customer, no order.
The sales order records what they want, at what price, by when. Confirming it reserves your
stock so nobody sells it twice.The shipment gets it out of the door — commit, pick, pack, ship.
The invoice bills them for it.
Shipping and invoicing are independent. You can invoice before you ship or after, and an order can have several of each.
Customers
Create a customer · Update a customer · Search customers
Add addresses · Add contacts · Add memos and attachments
Assign a price list · Customer pricing rules
Sales orders
Create a sales order · Sales order life cycle
Making changes to sales orders · Duplicate · Print
How to create a backorder
Use the sales calendar — see what is due out, and drag to reschedule
Getting orders out
How shipping works — the four stages, and what each does to your stock
Drop shipping
When your supplier ships straight to your customer and nothing passes through your warehouse.
Invoices
Invoice overview · How to invoice and take payment
Invoice shipped line items vs the entire order · Editing an invoice
Returns
What is a sales return? · Receive returned stock — including the Restock flag, which
decides whether returned goods go back on the shelf
Quotes
Creating a new quote