Quotations, sales orders and invoices

How it flows

Step by step

1. 1

   Quotation

   Write the products and prices and print or send it. It changes nothing in stock.

2. 2

   Sales order

   When the customer agrees, turn it into an order. The goods are set aside for them: the stock page shows them "for orders", other orders and the POS are warned, and they cannot be transferred.

3. 3

   Deliver and invoice

   Deliver all at once or in parts. Each delivery takes the goods out of stock and adds to the invoice.

Related guides

• Receive a payment from a customerRecord money a customer brings for what they owe; it pays their oldest invoices first, or the ones you choose.
• Sell on creditLet a regular customer pay later, up to the credit limit you set for them.
• See your stockHow much of each product you have, in which branch and warehouse, which batches, and every movement.