Sales
Last update:
07/21/2026
Completed
In this topic
Sales Overview
- Introduction to Sales
- Managing Products - Full Field Reference
- Creating & Managing Customers in Sales
- Creating Quotations - Complete Walkthrough
- Sales Order Lifecycle & Management
- Creating & Managing Price Lists
- Setting Up Sales Teams
- Recurring Contracts & Subscriptions
- Sales Analysis Report
- Sales Navigation & Menu Structure
- Product Variants & Attributes
- Sending & Confirming Quotations
- Delivery & Shipping Management
- Discounts & Coupon Programs
- Targets, Commissions & Performance
- Margins & Profitability
- Sales Settings Deep Dive
- Quotation Templates
- Invoicing from Sales Orders
Products
Customers
Quotations
Sales Orders & Delivery
Price Lists & Discounts
Sales Teams & Targets
Contracts & Subscriptions
Sales Reporting & Analysis
Delivery & Shipping Management
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. |
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