Sales

This course covers the full Sales workflow in Quickenerp. You will learn how to create and manage quotations, process orders, handle deliveries and invoicing, set up price lists, manage subscriptions, and track team performance through reports and dashboards. Every lesson provides step-by-step instructions, field-level explanations, and real business scenarios.

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Responsible	System
Last Update	07/21/2026
Completion Time	1 week 1 day 20 hours
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Sales & CRM

Sales Overview

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Sales Navigation & Menu Structure

Preview

Sales Menu Structure

When you open the Sales app, the left sidebar shows the following menu hierarchy:

Menu Group	Menu Item	What It Shows
Orders	Quotations	All draft/sent quotations. Default view grouped by status. Use kanban to manage pipeline.
Orders	Sales Orders	All confirmed orders. Smart buttons show delivery/invoice status.
Orders	Customers	Quick-access to customer records filtered for sales.
Orders	Subscriptions	All recurring subscriptions. Shows next invoice date and status.
Products	Products	Product catalog shared across all modules.
Reporting	Sales Analysis	Pivot and graph view for sales performance. Group by customer, product, team, date, region.
Reporting	Product Performance	Per-product sales metrics: units sold, revenue, margin, trend.
Configuration	Settings	Sales-specific settings - validity, confirmation policy, discounts, shipping.
Configuration	Sales Teams	Manage teams, leaders, members, and monthly targets.
Configuration	Price Lists	Define pricing rules per customer segment, currency, quantity breaks.
Configuration	Coupon Programs	Create promotion, coupon, and loyalty programs.
Configuration	Quotation Templates	Pre-configured quotation layouts with default terms and payment conditions.
Configuration	Subscription Templates	Define recurring plan templates with pre-filled lines and pricing.

Dashboard View

The Sales dashboard (landing page) shows:

KPI Cards - Sales this month, quotations to process, orders to deliver, overdue invoices. Each card is clickable.
My Pipeline - Kanban view of quotations assigned to you, grouped by stage.
Sales Graph - Monthly sales trend (current vs previous year).
Top Customers - Highest revenue customers this period.
Activities - Upcoming activities related to sales.

Recent Improvements

Drag-and-drop KPI tiles - Rearrange dashboard cards to your preference.
Inline Pipeline - Kanban pipeline embedded in dashboard, not a separate page.
Real-time Updates - KPI numbers update in real time as orders are confirmed.

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Creating & Managing Price Lists

Preview

Price Lists

Define different prices per customer segment or currency. Go to Sales > Configuration > Price Lists. Enable "Multiple Price Lists" in Settings first.

Creating a Price List

Click Create.
Name - "Wholesale EUR", "Retail USD", "Student Pricing".
Currency - All prices in this list use this currency.
Country Group - Restrict to specific countries.
Sequence - If multiple apply, lowest sequence wins.
Save. Add price list items in the Items tab.

Price List Items - Each Rule Explained

Field	Options	Description
Applied On	All Products / Category / Product	Scope of this rule.
Min Quantity	Any number	Minimum qty for this rule. Volume discounts.
Compute Price	Fixed / Discount % / Formula	How final price is calculated.
Fixed Price	Any number	Exact price. Ignores list price.
Percentage Discount	0?100%	Discount from list price.
Price Round	0.01+	Round to nearest increment.
Price Surcharge	Any number	Extra amount added to computed price.
Start/End Date	Dates	Seasonal or time-limited pricing.

Examples

Scenario	Items
Wholesale: 15% off, 25% off for 100+	All Products Min 1 Discount 15%; All Products Min 100 Discount 25%
Europe EUR: fixed prices per product	Chair fixed ?199; Desk fixed ?499
December Sale: 20% off furniture	Category Furniture, Discount 20%, Dec 1?31

Assigning Price Lists

Set on customer contact form → Price List field.
Pre-filled on new quotations. Override per quotation.
Changing price list on a quotation recalculates all line prices.

Recent Improvements

Grid View for Items - Edit items in spreadsheet-like grid.
Price List Preview - See how prices look for sample customer/product.
Auto Currency Conversion - Auto-convert from base price list using exchange rates.

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Managing Products - Full Field Reference

Preview

Products in Quickenerp

Products are items you sell. They are shared across Sales, Purchases, Inventory, Manufacturing, and eCommerce. Go to Sales > Products > Products.

Product Types

Type	Code	Inventory Tracking	Best For
Storable Product	`product`	Full - stock moves, valuation, traceability	Physical goods: electronics, furniture, clothing.
Consumable	`consu`	Minimal - quantity decreases only	Office supplies, packaging, low-cost items.
Service	`service`	None	Consulting, training, maintenance contracts.

Product Form - All Fields Explained

Section	Field	Model Field	Purpose
General Info	Product Name	`name`	Customer-facing name on quotations, invoices, eCommerce.
General Info	Internal Reference	`default_code`	SKU or part number for internal use.
General Info	Barcode	`barcode`	EAN-13/UPC for POS and scanning.
General Info	Product Type	`detailed_type`	Storable, Consumable, or Service. Cannot change if stock exists.
General Info	Category	`categ_id`	Grouping for reporting, routes, and account mapping.
General Info	Sales Price	`list_price`	Base price. Overridden by price lists.
General Info	Cost	`standard_price`	Purchase/manufacturing cost. Hidden from Sales Users.
General Info	Customer Taxes	`taxes_id`	Default sales tax. Overridable per order line.
General Info	Vendor Taxes	`supplier_taxes_id`	Default purchase tax.
General Info	Unit of Measure	`uom_id`	Units, kg, liters, hours. Separate Purchase UoM if different.
General Info	Weight / Volume	`weight` / `volume`	Used for shipping rate calculation.
Inventory	Routes	`route_ids`	Buy, Manufacture, Dropship - determines supply method.
Sales	Sales Description	`description_sale`	Rich-text description on quotations and eCommerce.
Purchase	Purchase Description	`description_purchase`	Description shown on purchase orders.

Creating a Product - Step by Step

Go to Sales > Products > Products → click Create.
Enter Product Name - use a clear customer-facing name.
Select Product Type - Storable for physical goods.
Set Sales Price and Cost.
Choose Category - create categories under Sales → Configuration → Product Categories if needed.
Set Customer Taxes - typically your default sales tax.
Enter Internal Reference (e.g. CHR-001-BLK).
Fill Sales Description - this appears on quotations.
Click Save.

Product Categories

Categories are hierarchical (parent/child). Go to Sales > Configuration > Product Categories.

Categories inherit properties: income/expense accounts, tax rules, routes.
Example: Electronics → Computers → Laptops → Gaming Laptops.
Each category can have default Sales Account and COGS Account.

Recent Improvements

Grid View Editing - Edit multiple products inline, change prices/costs in bulk.
Product Image Gallery - Upload multiple images per product.
Enhanced Product Search - Search by name, reference, barcode, or description simultaneously.

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This documentation is updated continuously. Some features described here may be renamed, deprecated, or still being finalized.