Sales
Last update:
07/21/2026
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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
Introduction to Sales
The Sales Module in Quickenerp
The Sales module manages the entire sell-side lifecycle - from quotation to cash. It is one of the most-used modules and integrates deeply with Inventory (stock availability & delivery), Accounting (invoicing & payments), CRM (lead-to-order conversion), Manufacturing (make-to-order), and Projects (service delivery).
Core Concepts
| Concept | Model (Technical Name) | Description |
|---|---|---|
| Quotation | sale.order (state=Quotation) | A preliminary sales document sent to a customer. Once confirmed, becomes a Sales Order. |
| Sales Order | sale.order (state=Sale) | A confirmed agreement to sell products/services. Triggers delivery, invoicing, and accounting entries. |
| Delivery Order | stock.picking | Created from the sales order to track physical shipment of goods. Managed in Inventory. |
| Invoice | account.move (type=out_invoice) | Created from the sales order or delivery to bill the customer. |
| Price List | product.pricelist | Defines product pricing per customer segment, currency, or quantity tier. |
| Sales Team | crm.team | A group of salespeople with a shared pipeline, targets, and commissions. |
| Subscription/Contract | sale.subscription | A recurring billing arrangement - auto-generates invoices each period. |
| Coupon Program | coupon.program | Promotion rules - percentage off, fixed amount, free shipping, BOGO, or loyalty points. |
The Sales-to-Cash Lifecycle
- Quotation - Create and send a quotation to the customer.
- Confirmation - Customer accepts or you confirm manually. Status becomes Sales Order.
- Delivery - Products are picked, packed, and shipped. Delivery order validated in Inventory.
- Invoicing - Invoice created and sent to the customer.
- Payment - Customer pays. Payment reconciled in Accounting.
- Done - Fully delivered and fully invoiced.
Integration Points
| Module | Integration |
|---|---|
| Inventory | Sales orders create delivery orders. Stock availability shown on quotation lines. Reservation on confirmation. |
| Accounting | Sales orders generate invoices. Payment terms from customer flow through. Down payments supported. |
| CRM | Opportunities convert to quotations. Sales teams shared between CRM and Sales. |
| Manufacturing | Make-to-order products trigger manufacturing orders on confirmation. |
| Projects | Service products can create project tasks or timesheet activities on confirmation. |
| eCommerce | Online store orders appear as sales orders, processed through same workflow. |
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This documentation is updated continuously. Some features described here may be renamed, deprecated, or still being finalized.