Sales
Goal
Find the right sales document for quotes, orders, invoices, credit notes, and receipts.
Who it is for
Sales clerk, AR clerk, sales manager (sales.view or receipts.view for receipts).
Preconditions
- Module sales enabled for the tenant.
- You are signed in to the correct tenant.
Steps
- Open Trade → Sales in the main navigation.
- Choose the document type you need:
- Sales quotes — non-posting offers; convert to order or invoice.
- Sales orders — commercial commitment; deliver and/or invoice.
- Sales invoices — draft then Post (
sales.post) to hit AR, revenue, and stock. - Credit notes — reverse posted invoices without deleting history.
- Receipts — customer money in; posts on create (
receipts.manage).
- Use Sales setup (
sales.admin) when workflow, required fields, or credit rules need changing.
Result
You open the correct list or setup screen for the sales cycle step you need.