Sales — user documentation

This documentation describes working in the “Sales” section: creating sales orders, generating invoices, processing shipments, calculating discounts, working with price lists, and reporting.

Contents

• Quick start
• Navigation
• Terms

Sections:

• Sales orders
• Sales order workflow and statuses
• Shipments for orders
• Invoices for orders
• Price lists and price types
• Discounts
• Reports
• Settings

Quick start

Typical scenario “create an order → ship → create an invoice”:

1. Open “Sales” → “Operations” → “Sales orders”.
2. Create a new order and fill in:
   • customer;
   • date and planned shipping date;
   • warehouse/location and delivery address (if used);
   • order lines (items, quantity, price).
3. Check amounts and taxes.
4. Confirm the order.
5. Create a shipment and/or invoice for the order (depending on your process).

Navigation

The “Sales” section usually includes groups:

• Operations — daily work (orders, shipments, invoices).
• Processes — control and processing dashboards (if enabled).
• Reporting — sales reports.
• Setup — parameters and master data.

Terms

Sales order

A document that records a customer’s intent to purchase goods/services, delivery terms, and the calculated amount.

Order line

An item position in an order: what is sold, in what quantity, and at what price.

Shipment

A document that records the transfer of goods to the customer (physical inventory movement).

Invoice

A document that records the sale in accounting terms (revenue, taxes, totals, etc.).