Sales

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

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

Price List Items - Each Rule Explained

Examples

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.

Sales Analysis Report

Go to Sales > Reporting > Sales Analysis. This is a pivot view that supports drag-and-drop analysis.

Dimensions (Rows)

• Customer, Product, Product Category
• Sales Team, Salesperson
• Country, State
• Date (Order, Invoice, Delivery)

Measures (Values)

• Untaxed Amount, Total, Margin, Margin %
• Quantity Ordered, Quantity Delivered
• Number of Orders

Filters

• Date range (Today, This Month, This Quarter, This Year, Custom)
• Order Status (Quotation, Sale Order, Done, Cancelled)
• Sales Team, Salesperson, Customer

Graph View

Switch to graph: Bar, Line, Pie, Donut charts. Common: Revenue by Month (bar), Revenue by Category (pie), Sales Trend 12mo (line).

Cohort Analysis

Group customers by first order month, track repeat purchases over time. Measures customer retention and LTV.

Subscriptions (Recurring Contracts)

Manages recurring revenue - retainers, service contracts, SaaS subscriptions, memberships. Install the Subscriptions app from Apps menu (depends on Sales + Accounting).

Creating a Subscription

Go to Sales > Orders > Subscriptions → Create.

1. Customer - Select customer. Payment terms and price list applied.
2. Template - Optional pre-configured plan.
3. Start Date - When subscription begins.
4. End Date - Optional for fixed-term contracts. Leave blank for evergreen.
5. Recurring Period - Monthly, Quarterly, Semi-Annual, Annual, or Custom.
6. Subscription Lines - Products/services that recur. Copied to each new invoice.
7. Click Confirm to activate.

Subscription Lifecycle

• Draft - Being configured, not active.
• In Progress - Active. Invoices auto-generated each period.
• Paused - Temporarily suspended. No invoices generated.
• Cancelled - Ended before natural expiry.
• Expired - End date reached.

Auto-Invoicing

• At end of each period, Quickenerp: creates invoice, optionally emails customer, updates next invoice date.
• Managed by scheduled action "Sales: Subscription Auto-Invoice" (daily at 2:00 AM).
• Proration supported for mid-cycle changes (enable in settings).

Subscription Templates

Go to Sales > Configuration > Subscription Templates.

1. Name: "Basic Monthly", "Enterprise Annual".
2. Set recurring period and duration.
3. Add default subscription lines with products, quantities, prices.
4. Choose invoicing trigger: period start or period end.
5. Save. Use template to create new subscriptions pre-filled.

Customer Portal

Portal users can view active subscriptions, download invoices, and upgrade/downgrade plans depending on configuration.