Sales

What it is

Sales covers who you sell to and what they pay. Customers holds each customer account, and Pricing, Quotes, and Discounts set the prices each one gets. Sales holds the orders themselves, each with its amount, due date, and status, and credits handle returns.

Where to find it

Customers and Sales are separate items in the sidebar. Pricing, Quotes, and Discounts sit under Customers.

1. A customer holds contact details, a payment term, limits, and a pricing group.
2. Pricing groups, quotes, and discounts decide what each customer pays.
3. A sale is created for the customer. If Require approval is on, it creates its delivery only once approved.
4. The invoice is sent, and credits handle returns.

Sales settings

In Settings, the Sales tab holds your invoice and credit note templates, default Return limit and Return period, Split categories, Unit of sale, Email customers on sales, Hide out of stock products, Require approval, and sale numbering. The Customers tab holds quote and statement templates, the default overdue limit, default payment method and term, and Restrict to own customers.

In this guide