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Marketplace is a visual catalog-and-cart way to create commercial documents — an alternative to filling forms row by row. Instead of typing product lines into a document form, you browse a product gallery, build a cart, and create the document from it. It is one of the two modules with a dedicated screen of its own.

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Where to find it

Marketplace opens for sales quotes, orders, and invoices when it is enabled for your workspace. You can also reach it from those tables, so it fits naturally into the same pages where you already manage the documents.

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What it offers

  • Product gallery — browse or search the catalog visually, with variant selection.
  • Cart — build the document line by line with quantities and running totals.
  • Price resolution — prices come from your price lists, so the cart reflects the correct selling price.
  • Payment capture — record payment details when the document calls for them.
  • Document creation — the cart becomes the quote, order, or invoice in one action.
  • Weighing-scale support — weighed items are captured with their weight.

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Build a document from the cart

1

Open Marketplace for the document you need

Start from the document type you want to create — for example, a sales quote.
2

Browse or search the catalog

Find products in the gallery and pick the variant when the product has options.
3

Add products to the cart

Set quantities as you add items; weighed items are captured with the scale.
4

Review the totals

Check the cart’s lines and totals — prices resolve from your price lists.
5

Capture payment details if applicable

Record the payment information when the document requires it.
6

Create the document

The cart becomes the quote, order, or invoice.

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How Marketplace connects to other modules

The documents Marketplace creates are the same sales quotes, orders, and invoices described in Sales quotes and orders — Marketplace only changes how you build them. Continue their lifecycle on the sales pages: convert quotes to orders, invoice, and collect exactly as you would with documents created from forms.
Marketplace is a creation experience, not a separate document type. Anything you build here shows up in the same tables, views, and reports as documents created any other way.

Sales quotes and orders

Continue the lifecycle of the documents you create here.

Inventory

The products and variants behind the catalog.

Point of sale

The fast-sale screen for stores and counters.