Sales (order to cash)

Module guide

The sales module covers the full customer cycle: master data, quotes, firm orders, billing, cash collection, and returns. Documents usually flow forward — each step can reference the previous one.
How to use every screen? Sales — how to use — full step-by-step guide.

Typical flow

  1. Create or import customers with billing and shipping addresses.
  2. Send a quotation; convert to sales order when the customer accepts.
  3. Confirm the sales order and reserve or ship stock.
  4. Generate a sales invoice from the order or standalone.
  5. Record payment receipts and allocate to open invoices.
  6. Process sales returns (RMA) if goods come back.

GST vs non-GST billing

Both use invoice type Tax invoice. Charge GST by setting line Tax % and filling the GST & addresses block (supply type, place of supply, customer GSTIN). For a non-GST bill, leave Tax % = 0 on every line — no separate invoice type. IRN/e-invoice applies only to posted GST tax invoices when seller GSTIN and platform GSP are configured. Full steps: Sales — how to use (section GST tax invoice vs non-GST bill).

Customers

Menu path: /workspace/{your-company-slug}/sales/customers

Legal name, contacts, credit terms, tax IDs, addresses.

  1. Sales → Customers → New
  2. Fill required fields
  3. Use on quotations and orders

Quotations

Menu path: /workspace/{your-company-slug}/sales/quotations

Non-binding offers with discounts and expiry.

  • Convert to sales order when won.
  • Draft quotations can be edited.

Sales orders

Menu path: /workspace/{your-company-slug}/sales/orders

Firm commitment; tracks fulfilment and links to invoices.

  1. List — Sales → Sales orders: table of SO numbers (newest first).
  2. Create — New order → fill customer, lines, status → Save redirects to edit with next steps.
  3. Edit — Change lines/status; confirmed orders reserve stock.
  4. Invoice — From list or edit: Create sales invoice pre-filled via ?sales_order=.
  • See docs.screens for routes and database tables.

Sales invoices

Menu path: /workspace/{your-company-slug}/sales/invoices

Tax invoice for GST (line tax %) or non-GST (tax 0%); proforma, credit/debit notes; PDF; optional IRN when GSP configured.

Recurring invoices

Menu path: /workspace/{your-company-slug}/sales/invoices/recurring

Templates that generate invoices on a schedule.

Bulk invoicing

Menu path: /workspace/{your-company-slug}/sales/invoices/bulk

Create many invoices from orders or customers in one run.

POS

Menu path: /workspace/{your-company-slug}/sales/pos/terminal

Walk-in counter sales — one-step checkout.

Commissions

Menu path: /workspace/{your-company-slug}/sales/commissions/report

Commission accrual on posted invoices and payout report.

Payments (receipts)

Menu path: /workspace/{your-company-slug}/sales/receipts

Customer payments allocated to invoices.

  1. Sales → Payments → New
  2. Select customer and method
  3. Allocate to invoices
  4. Save and post

Bank match

Menu path: /workspace/{your-company-slug}/sales/bank-deposit-match

Match bank statement lines to payment receipts.

Sales returns

Menu path: /workspace/{your-company-slug}/sales/returns

Return merchandise or credit an invoice; may restock.

Statuses you may see

  1. Draft — editable, not visible to customer
  2. Confirmed / Sent — active in the pipeline
  3. Partially fulfilled / Invoiced — progress on order lines
  4. Paid / Closed — financially complete
  5. Cancelled — voided with audit trail

Tips

  1. Check Stock availability before confirming large orders.
  2. Use list search and status filters on index pages.
  3. Owners and accountants reconcile receipts with the general ledger.