# Sales
The Sales module manages the full revenue cycle — customers, quotations, orders, delivery, invoicing, returns, pricing, collections, and profit analysis — with role-based dashboards and reports for receivables and pipeline visibility.
Getting Started
- Sale Dashboard — sales KPIs, collections, and pipeline charts.
- Sale Settings — configure pricing, sale types, credit limits, and module behaviour.
- Customers — create customers and set credit limits, routes, and groups.
Sales Cycle
| **Topic** | **Description** |
|-----------|-----------------|
| Sale Quotation | Quote prices and terms before an order. |
| Sale Order | Confirm customer order and schedule fulfilment. |
| Sale Invoice | Bill the customer; posts revenue to accounts on approve. |
| Advance Tax Invoice | Issue advance tax invoice where required. |
| Advance Credit Note | Refund or reverse a customer advance before the final sale. |
| Pro Forma Invoice | Non-posting pro forma bill for customs or approval. |
| Commercial Invoice | Export or commercial invoice format. |
Returns & Integrations
| **Topic** | **Description** |
|-----------|-----------------|
| Sale Return Order | Authorise return of goods from a customer. |
| Credit Note | Credit customer account; posts on approve. |
| Sale Debit Note | Debit customer account for rebate adjustment or additional charges; service lines only. |
| Customer Checkins | View field check-in history. |
| Woocommerce Orders | Import and convert WooCommerce orders. |
Masters & Settings
| **Topic** | **Description** |
|-----------|-----------------|
| Customers | Customer master with credit, routes, and contacts. |
| Basic Pricing | Default selling prices. |
| Estimated Cost Margin | Margin rules on basic pricing. |
| Date Wise Pricing | Prices effective by date range. |
| Pricing Rules | Customer- or condition-based pricing. |
| Price Dependency | Formula-based price dependencies. |
| Customer Groups | Group customers for pricing and reports. |
| Customer Category | Classify customers by category. |
| Sale Types | Sale type master for invoices and orders. |
| Sale Tax Configuration | Tax rules for sales documents. |
| Credit Limit Setting | Credit limits by customer or group. |
| Sale Target | Employee sales targets. |
| Payment Collection Target | Collection targets for employees. |
| Customer Rebate | Rebate schemes for customers. |
| Sale Return Reason | Reasons for sale returns. |
| Opening Balance | Customer opening balances. |
| Sale Settings (config) | Day-to-day entry rules and defaults. |
| Sale Settings | Settings overview. |
Reports
- Sales Reports — sale bills, returns, aging, collections, trade receivables, and route/brand analysis.
- Order Reports — order-wise sale, open deliveries, and item-wise orders.
- Customer Reports — statements, outstanding, inactive customers, and customer-wise sale.
- Employee Reports — employee-wise sale, outstanding, and performance.
- Profit Reports — bill-wise, item-wise, and customer-wise profit.
FAQ
What is the standard sales fulfilment flow?
Quotation → Sale Order → Delivery Note → Sale Invoice. Stock moves on delivery; accounts post on invoice approve. You can skip quotation or create a direct sale invoice when no order is needed.
Which sale documents post to accounts?
Sale Invoice, Credit Note, Sale Debit Note, Advance Tax Invoice, and Advance Credit Note post journals on approve. Sale Order and Quotation do not post to accounts until invoiced.
Where do I configure pricing and credit limits?
Open Sale Settings for pricing screens, credit limits, sale types, and module behaviour. Day-to-day entry rules are in Sale Settings (config).
How do returns work?
Create a Sale Return Order, receive goods with a receipt note, then issue a Credit Note linked to the return order or original invoice.
Where do I find receivables and collection reports?
Use Customer Reports for statements and outstanding, and the main Sales Reports hub for aging, collections, and trade receivables.