Sales

Overview of the Sales module

Quotations and sales orders

Sales invoices: create, approve, edit and cancel

Delivery notes, receipt vouchers and sales returns

Point of sale and shifts

Sales reports and the activity log

The full sales cycle: which document do I need, and when?

How do I create, approve and print a quotation?

How do I convert between sales documents without re-entering the lines?

Sales orders: how they reserve stock, and what the statuses mean

Delivery notes: when you need one and how to create it from an order

How do I create a sales invoice, and what really happens on approval?

Why can’t I edit this sales invoice?

How do I cancel an approved invoice, and what exactly gets reversed?

How do I record a payment against a sales invoice?

One receipt across several invoices, and paying on account

Cheque payments: the fields, and when the money counts as collected

How do I record a sales return against an invoice?

Approving a return, refunding the customer, and the refund date

How do I open a POS shift and start selling?

The POS screen: cart, search, customer and discount

Split payments at POS, and the customer’s change

How do I hold a POS sale and resume it later?

How do I take a return at the POS counter?

How do I cancel a POS sale, and when does the system block it?

How do I close a POS shift, read the cash difference, and print its report?

Sales reports: what each of the seven tabs is for

The services performance report: how much do services really bring in?

The Sales dashboard: what do the numbers tell me?