Sales
Sales covers the customer's side of the deal before the money: quotations, sales orders and return orders, contracts, schemes, export shipments, and the settings that shape them. Delivery happens in Inventory and invoicing in Receivables.
Set up
- How do I set up sales for a new company?
- How do I give a customer contract prices?
- How do I run a free goods scheme?
- How do I invoice automatically when goods are delivered?
- How do I have sales orders plan production?
Every day
- How do I quote a customer and turn the quotation into an order?
- How do I take a sales order?
- How do I book orders that become sales orders only after approval?
- How do I ask for an advance on a sales order?
- How do I reserve stock for a sales order?
- How do I ship an export order?
- How do I sell to another company of the group?
Corrections
The whole process
Order to cash - from quotation to collected cash, across Sales, Inventory and Receivables.
What posts
What posts in sales - nothing in Sales posts; where the postings happen instead.