Skip to main content
The sales module covers order-to-cash: you quote, the customer accepts, you invoice, and you collect. Every step produces a document that connects to the next one, so pricing, stock, and balances stay consistent from the first offer to the final payment.

​
Where to find it

Sales pages appear in your Programs menu when the module is enabled for your workspace. You will typically find pages for quotes, orders, customer invoices, and the pricing configuration described below. Quotes, orders, and invoices can also be built through the Marketplace catalog-and-cart screen if it is enabled — see Marketplace.

​
Key records

  • Sales quotes — the offer you send a customer, with line details for products, quantities, and prices.
  • Orders — the confirmed commitment created from an accepted quote.
  • Customer invoices — the billing document that also records the inventory exit for the sold products.
  • Price lists and product prices — where selling prices are defined and resolved from.
  • Conditional discounts and commercial conditions — the rules that adjust prices and terms per customer or situation.
  • Salesmen — the sellers assigned to documents, useful for tracking and commissions reporting.
  • Customer credit limits — the maximum outstanding balance allowed per customer, enforced from configuration.

​
The end-to-end flow

1

Create a sales quote

Add products, quantities, and prices. Prices and discounts resolve from your price lists and commercial conditions, so sellers do not have to look them up.
2

Convert the accepted quote into an order

Conversion validates the quote and applies the configured defaults, turning the offer into a firm commitment.
3

Generate the customer invoice from the order

Invoicing bills the customer and records the inventory exit for the sold products in the same operation.
4

Track the receivable

The invoice creates an accounts receivable balance that stays open until it is paid.
5

Collect the payment

Payments are applied as income in Treasury, settling the receivable.

​
Beyond the happy path

  • Returns and credit/debit notes reverse or adjust invoiced amounts when goods come back or the billed value needs correcting.
  • Netting crosses balances — for example, offsetting what a stakeholder owes you against what you owe them.
  • Credit limits are enforced from configuration, so a customer over their limit is stopped before the debt grows.
  • Aging reports show your receivables grouped by how long they have been outstanding, so collections can prioritize.

​
How sales connects to other modules

  • Inventory — the customer invoice records the stock exit for sold products.
  • Treasury — customer payments enter as income and settle receivables.
  • Accounting — sales documents post their accounting entries.
  • CRM — the customer on every document is a stakeholder record; see CRM and stakeholders.
  • Electronic invoicing — customer invoices flow through the DIAN electronic invoicing process when enabled.
Selling prices come from your price lists and commercial conditions. If a price looks wrong on a quote, review that configuration rather than editing each line by hand.

Marketplace

Build quotes, orders, and invoices from a visual catalog and cart.

Inventory

See how invoicing records stock exits and how balances are tracked.

Treasury

Apply customer payments and manage receivable balances.

Electronic invoicing

Issue invoices through the DIAN electronic invoicing process.