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.

Start this Course

Responsible	System
Last Update	07/21/2026
Completion Time	1 week 1 day 20 hours
Members	1

Course
Reviews

Sales & CRM

Creating & Managing Price Lists

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.

Sales Overview

View all

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.

12:00

0 0

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.

15:00

0 0

Delivery & Shipping Management

Preview

Managing Deliveries from Sales

Delivery Order Flow

Order Confirmed → Draft delivery order (picking) created automatically.
Ready → Stock reserved. Warehouse team can pick.
In Progress → Warehouse is picking products.
Done → Delivery validated. Products leave warehouse.
Cancelled → Delivery cancelled.

Processing the Delivery

Open delivery order from smart button or Inventory → Operations → Delivery Orders.
Verify products and quantities.
Click Validate:

Decrements stock from warehouse.
Creates COGS accounting entries.
Updates sales order delivery status.
Creates draft invoice if policy = "On Delivery Order".

Partial Deliveries & Backorders

Edit quantities before validation (deliver 5 of 10).
On partial validation, Quickenerp asks:

Create Backorder - New delivery for remaining items.
Do Not Create - Remaining items cancelled. Partial fulfillment.

Shipping Methods

Method	Use Case
Fixed Price	Flat rate for small items.
Based on Weight	Rate per kg with tiered pricing.
Based on Price	Free above threshold, fixed below.
Carrier API	Real-time UPS/FedEx/DHL rates (third-party connector).

Returns & Refunds

Open validated delivery → click Return.
Select products and quantities.
Validate - stock returned to warehouse.
Go to invoice → create Credit Note for refund.

Troubleshooting

Issue	Solution
Delivery not created	Product type must be "Storable". Verify warehouse route.
Validation fails (insufficient stock)	Check other warehouses. Create backorder. Replenish first.
Wrong warehouse selected	Edit sales order "Warehouse" field before creating delivery.
Shipping rate not calculating	Verify carrier API or ensure fixed rate has price set.

12:00

0 0

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