Concepts — Sales

This section explains the vocabulary of the module and the way its objects hold together. It does not describe the moves to make, but what the words stand for.

Key notions

• Customer: a contact of your organization, person or company, the module lets you sell to.
• Proforma invoice: the priced quotation sent to the customer, which becomes a purchase order once accepted.
• Purchase order: the committed sale, on which the invoices are written and the deliveries counted.
• Invoice: the claim on the customer, final or partial — down payment, advance, situation, balance.
• Credit note: the repair of an invoice, as a discount, a rebate, a refund or a cancellation.
• Cash receipt: the cash sale coming from the Cash register module, which the Sales module reads and invoices.
• Settlement: the payment of the customer, allocated to a document and tracked until the balance is nil.
• Deadline: the date on which a share of the order falls due, and what is left to collect.
• Seller: a contact of the organization placed in a sales team, and named on every sales document.
• Point of sale: the counter or the channel a piece is tied to, and the one the turnover splits over.
• Commercial net: the untaxed amount after reduction — the base the module counts the turnover on.

The pages of the section

• The cycle of the documents — from the quotation to the settlement, and where the credit note fits in
• The statuses of the documents — the real statuses, type by type
• Cash receipts and the Cash register — what each of the two modules decides
• Read-only referentials — what Sales reads, and what it writes

See also the glossary of the platform, the how-to guides and the reference.

Changelog

• 1.1 (August 27, 2026): the four concept pages published and the vocabulary enriched.
• 1.0 (August 27, 2026): document created.