In this article, we will cover how all the subsections of the Sales module work with each other.
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.
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.
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.
Sales Order once confirmed will have two additional sections: Invoice and Shipment.
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.
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.
A shipment is a transaction you create from a sales order to send items to the customer.
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.