Overview of process

1. Quoting

First step is to generate a sales quote, this is when you want to give pricing to a customer without invoicing or manually creating a quote.

2. Sales Order

After creating a quote, you can then convert this into a sales order. A sales order basically tracks the line items on order for your customer, and can be additionally invoiced and shipped. Sales orders allow you to partially invoice, and partially ship product as required (especially when items may not be required initially).

3. Invoice

After creating a sales order, you can partially or fully invoice the sales order. This will generate a payable invoice in which you can then allocate payments to when funds are received.

4. Shipments

After creating a sales order, you can partially or fully ship the sales order. This will remove stock from the system and allow you / your fulfillment team to pack and ship the product to the customer.

Important notes:

• You can only start the process by creating a SALES ORDER or SALES QUOTE
  
  

• You cannot modify a sales quote or sales order once it has been partially or fully invoiced / shipped