Skip to main content
The Sales module handles the full order-to-cash cycle — from creating quotes and sales orders to processing returns and running a point-of-sale terminal.

​
What Sales owns

  • Sales orders — create and manage customer orders
  • Quotes — send pricing proposals and convert them to orders on approval
  • Returns — process customer return requests and refunds
  • Point of sale — in-person sales terminal for retail or counter operations

​
Data flows out of Sales to

ModuleWhat it sends
FinanceSales revenue
InventoryStock depletion on confirmed orders
DashboardSales metrics

​
Common tasks

​
Create a sales order

1

Open Sales → Orders → New Order

2

Select the customer

Choose from your CRM customer list. Delivery address and payment terms auto-populate.
3

Add line items

Add products from your Inventory catalogue. Quantities, unit prices, and totals calculate automatically.
4

Set delivery date

Enter the expected delivery or fulfilment date.
5

Confirm the order

Click Confirm. Stock is reserved in Inventory and the order status changes to Confirmed.

​
Send a quote and convert to order

1

Open Sales → Quotes → New Quote

2

Build the quote

Add the customer, line items, and any applicable discounts or notes.
3

Send to customer

Click Send Quote. The quote is emailed for the customer to review.
4

Convert on approval

Once the customer accepts, open the quote and click Convert to Order. The sales order is created instantly with all the same line items.

​
Process a return

1

Open the original sales order

2

Click Process Return

Select the items being returned and the quantity for each.
3

Choose the outcome

Select Refund to issue a credit note in Finance, or Exchange to create a replacement order.
4

Confirm

Stock is automatically added back to Inventory and the credit note is generated in Finance.

​
Key features

Sales orders — Create from CRM deals or from scratch. Convert to invoices in one click. Quotes — Professional quote templates sent directly from the platform. One-click conversion to order on customer approval. Returns — Full or partial returns with automatic stock and finance adjustments. Point of sale — Streamlined POS interface for counter and retail sales. Supports cash, card, and split payments.