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 Order Lifecycle & Management
Sales Order Lifecycle
Once a quotation is confirmed, it becomes a Sales Order. Go to Sales > Orders > Sales Orders.
Order Status Reference
| Status | Technical State | Meaning |
|---|---|---|
| Quotation | draft | Draft - not sent. Editable. |
| Sent | sent | Emailed, awaiting acceptance. |
| Sales Order | sale | Confirmed. Stock reserved. Delivery/invoicing can proceed. |
| Delivery (partial) | sale (delivery flag) | Partial or full delivery processed. |
| Invoiced | sale (invoice flag) | Invoice created (partial or full). |
| Done | done | Fully delivered and fully invoiced. |
| Cancelled | cancel | Cancelled. Stock unreserved. Cannot edit. |
| Expired | draft/sent (expired flag) | Past validity date. |
Smart Buttons
- Delivery - Shows delivery status. Click to create/view delivery orders.
- Invoice - Shows invoicing status. Click to create/view invoices.
- Lock - Prevents edits. Appears when Lock Confirmed Orders is enabled.
- Cancel - Cancels the order. Requires reason if configured.
Editing a Confirmed Order
- If unlocked, click Edit to modify lines, quantities, prices.
- Existing deliveries: updates quantities if not yet validated.
- Existing invoices: warning shown. May need credit note for difference.
- If Lock Confirmed Orders is enabled, unlock first (Manager rights required).
Cancelling an Order
- Open sales order → click Cancel.
- Confirm cancellation. Quickenerp unreserves stock, cancels draft deliveries/invoices.
- To re-open: click "Set to Quotation" → adjust → confirm again.
Bulk Operations
Select multiple orders in list view → Actions menu: Export, Print Delivery Slips, Create Invoices, Send by Email, Cancel.
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This documentation is updated continuously. Some features described here may be renamed, deprecated, or still being finalized.