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
Sales Navigation & Menu Structure
Sales Menu Structure
When you open the Sales app, the left sidebar shows the following menu hierarchy:
| Menu Group | Menu Item | What It Shows |
|---|---|---|
| Orders | Quotations | All draft/sent quotations. Default view grouped by status. Use kanban to manage pipeline. |
| Orders | Sales Orders | All confirmed orders. Smart buttons show delivery/invoice status. |
| Orders | Customers | Quick-access to customer records filtered for sales. |
| Orders | Subscriptions | All recurring subscriptions. Shows next invoice date and status. |
| Products | Products | Product catalog shared across all modules. |
| Reporting | Sales Analysis | Pivot and graph view for sales performance. Group by customer, product, team, date, region. |
| Reporting | Product Performance | Per-product sales metrics: units sold, revenue, margin, trend. |
| Configuration | Settings | Sales-specific settings - validity, confirmation policy, discounts, shipping. |
| Configuration | Sales Teams | Manage teams, leaders, members, and monthly targets. |
| Configuration | Price Lists | Define pricing rules per customer segment, currency, quantity breaks. |
| Configuration | Coupon Programs | Create promotion, coupon, and loyalty programs. |
| Configuration | Quotation Templates | Pre-configured quotation layouts with default terms and payment conditions. |
| Configuration | Subscription Templates | Define recurring plan templates with pre-filled lines and pricing. |
Dashboard View
The Sales dashboard (landing page) shows:
- KPI Cards - Sales this month, quotations to process, orders to deliver, overdue invoices. Each card is clickable.
- My Pipeline - Kanban view of quotations assigned to you, grouped by stage.
- Sales Graph - Monthly sales trend (current vs previous year).
- Top Customers - Highest revenue customers this period.
- Activities - Upcoming activities related to sales.
Recent Improvements
- Drag-and-drop KPI tiles - Rearrange dashboard cards to your preference.
- Inline Pipeline - Kanban pipeline embedded in dashboard, not a separate page.
- Real-time Updates - KPI numbers update in real time as orders are confirmed.
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This documentation is updated continuously. Some features described here may be renamed, deprecated, or still being finalized.