How-to guides — Sales

Every guide answers one precise business task. For a sale carried from end to end, follow the Getting started tutorial first.

The sales documents

• Create a quotation — price a request, send it, have it accepted
• Convert a quotation into a purchase order — go from the agreement to the sale
• Create a purchase order — sell without a prior quotation, and confirm the sale
• Generate an invoice — at once, by down payments, by advances or by situations
• Create a credit note — discount, allowance, rebate or invoice cancellation

The customers and the catalog

• Create a customer and grant discounts — turn a contact into a customer, its discounts, its special prices, its exempted taxes
• Price a product for sale — fixed price or per tranche, taxes, discounts, prices per customer and per point of sale

Cashing and tracking

• Cash a settlement and refund it — from a document, with its mode and its transaction reference
• Track the deadlines of a customer — the deadlines due, their settlement, their export
• Consult the cash receipts — read, close and invoice a receipt come from the Cash register

Steering and organization

• Put a sales team together — the teams, their sellers, the Seller field of the documents, the interfacing with the inventory
• Generate the reports of the module — sales statistics, upcoming deadlines, settlements of the period, customer ledger

Going further

• Concepts — the cycle of the documents, their statuses, the receipts, the referentials
• Reference — the dashboard indicators and the permissions

Changelog

• 1.3 (August 27, 2026): the guides of the sales teams and of the reports of the module published; no guide is pending any more.
• 1.2 (August 27, 2026): the guides of the customers, the pricing, the settlements, the deadlines and the cash receipts published.
• 1.1 (August 27, 2026): the five guides of the sales documents published.
• 1.0 (August 27, 2026): document created.