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
Managing Products - Full Field Reference
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.