Sales
174 guides in this area.
Guide types: How-to for a task, Business process for an end-to-end flow, Page reference for screen detail, Data reference for stored fields, and Troubleshooting for recovery steps.
BSuit ERP (174)
Masters (20)
- AccrualsPartially reviewed8 fields, 3 reference. Worker-written commission rows — approve, cancel, or backfill
- AssignmentsPartially reviewed4 fields. Sales rep ↔ plan links with effective windows
- Cash CustomersPartially reviewed4 fields. Walk-in / POS customers with loyalty points
- Commission RulesPartially reviewed4 fields, 1 reference. Category / platform-default commission fallback
- Customer Price ListsPartially reviewed4 fields. Per-customer pricing overrides — wins over tier fallback
- Customer SubscriptionsPartially reviewedLive recurring agreements — bill on cycle, pause / resume / cancel
- Delivery RoutesPartially reviewed7 fields, 2 reference. Multi-stop delivery routes with vehicle/driver + sequencing
- Loyalty RewardsPartially reviewed11 fields, 2 reference. Rewards catalog — Redeem mints a gift card for the picked customer
- Loyalty TiersPartially reviewedReference for Loyalty Tiers in Sales.
- ManagePartially reviewed8 fields. Tier definitions (Gold, Silver, Wholesale, …)
- OffersPartially reviewed8 fields, 3 reference. Seller offers on shared-catalog products
- PlansPartially reviewed10 fields. Rate sheets that drive sales-rep commission accrual
- Product ConfigsPartially reviewed5 fields, 1 reference. CPQ — configurable products, rules, and pricing
- Rebate AccrualsPartially reviewed8 fields, 2 reference. Worker-written; backfill only via this form
- Rebate RulesPartially reviewed11 fields. Period-end accrual rules
- SellersPartially reviewed5 fields. 3P sellers — approve, suspend, set commission
- Shipping CarriersPartially reviewed4 fields. Per-carrier config — adapter implementation is follow-up
- Subscription PlansPartially reviewedRecurring-billing catalogue — price, cycle, trial, GL accounts
- Terminal RegistrationPartially reviewedIssue a one-time enrollment code that a cashier types into the bsuit.smart app on first launch. Each code is single-use and expires after the configured window.
- Weighted Barcode RulesPartially reviewed12 fields. Embedded grocery/deli-scale barcodes — a prefix flags an item reference plus an embedded weight or total price, parsed on the POS terminal before the normal product lookup
Transactions (6)
- EstimatePartially reviewed6 fields, 1 reference. Reference for Estimate in Sales.
- Sales InvoicePartially reviewed9 fields, 2 reference. Reference for Sales Invoice in Sales.
- Sales OrderPartially reviewed6 fields, 1 reference. Reference for Sales Order in Sales.
- Sales PromotionsPartially reviewed11 fields. Promotion and offer management
- Sales QuotationPartially reviewed6 fields, 1 reference. Reference for Sales Quotation in Sales.
- Sales ReturnPartially reviewed7 fields, 2 reference. Reference for Sales Return in Sales.
Reports (2)
- Price ReportPartially reviewedAll products × all prices — master, per-type, tier-list, commodity
- Sales RegisterPartially reviewedSales transaction register
Dashboards (1)
- OverviewPartially reviewedReference for Overview in Sales.
Settings (3)
- Loyalty ProgramPartially reviewedPoints earning and redemption rules
- Sales Posting ConfigPartially reviewedDefault ledgers used by the Post-with-GL flow on Sales Invoices
- SettingsPartially reviewedReference for Settings in Sales.
Details and forms (7)
- Id detailsPartially reviewedReference for Id details in Sales.
- Id detailsGeneratedReference for Id details in Sales.
- Id detailsGeneratedReference for Id details in Sales.
- NewPartially reviewedReference for New in Sales.
- PrintGeneratedReference for Print in Sales.
- ReportGeneratedReference for Report in Sales.
- Slug detailsPartially reviewedReference for Slug details in Sales.
Other pages (38)
- Carrier BillsGeneratedReference for Carrier Bills in Sales.
- CarriersGeneratedReference for Carriers in Sales.
- Commission PayoutsPartially reviewedGroup approved accruals into a payable JV
- Consignment LegsPartially reviewedReference for Consignment Legs in Sales.
- ConsignmentsPartially reviewedReference for Consignments in Sales.
- ContainersPartially reviewedReference for Containers in Sales.
- Delivery NotesPartially reviewedReference for Delivery Notes in Sales.
- DispatchPartially reviewedReference for Dispatch in Sales.
- DispatchPartially reviewedReference for Dispatch in Sales.
- DriverPartially reviewedReference for Driver in Sales.
- Driver Pay RulesGeneratedReference for Driver Pay Rules in Sales.
- ExceptionsGeneratedReference for Exceptions in Sales.
- Freight BillsGeneratedReference for Freight Bills in Sales.
- Freight Tax ProfilesGeneratedReference for Freight Tax Profiles in Sales.
- Freight ZonesGeneratedReference for Freight Zones in Sales.
- HandoffPartially reviewedReference for Handoff in Sales.
- KpiGeneratedReference for Kpi in Sales.
- Marketplace Vendor PayoutsPartially reviewedSettle a seller
- Pending Price ReviewPartially reviewedLoading…
- PlanningGeneratedReference for Planning in Sales.
- PortalGeneratedReference for Portal in Sales.
- PosPartially reviewedReference for Pos in Sales.
- ProfitabilityGeneratedReference for Profitability in Sales.
- Rate CardsPartially reviewedReference for Rate Cards in Sales.
- ReturnsPartially reviewedReference for Returns in Sales.
- Sales ManagementPartially reviewedRevenue trend, top customers, receivables & overdue attention items
- Sales OrdersPartially reviewedReference for Sales Orders in Sales.
- Sales Promotion BenefitsPartially reviewedPromotion discount benefits
- Sales Promotion ConditionsPartially reviewedPromotion trigger conditions
- ShipmentsPartially reviewedReference for Shipments in Sales.
- Sponsored placementsPartially reviewedReview paid ad campaigns, set pricing and density limits, and reconcile payments
- Storefront BuilderPartially reviewedReference for Storefront Builder in Sales.
- Subscription InvoicesPartially reviewedAuto-generated recurring invoices — posted to AR / revenue
- Surcharge RulesGeneratedReference for Surcharge Rules in Sales.
- TrackingPartially reviewedReference for Tracking in Sales.
- Trip SheetsPartially reviewedReference for Trip Sheets in Sales.
- TripsGeneratedReference for Trips in Sales.
- Vehicle Cost ProfilesGeneratedReference for Vehicle Cost Profiles in Sales.
Articles and how-tos (2)
- Order to cash: from opportunity to collected paymentPartially reviewedWin the deal, quote, order, deliver, invoice, receive and apply payment, and chase overdue customers.
- Getting started with SalesPartially reviewedQuote-to-cash: Quotation → Order → Invoice, plus pricing, loyalty, commissions, and delivery.
Data reference (95)
- AdCampaign — data referencePartially reviewed23 fields, 2 reference. All 23 fields BSuit stores for AdCampaign (Sales), with the record types they refer to.
- AdCampaignHistory — data referencePartially reviewed10 fields, 1 reference. All 10 fields BSuit stores for AdCampaignHistory (Sales), with the record types they refer to.
- AdCampaignProduct — data referencePartially reviewed7 fields, 2 reference. All 7 fields BSuit stores for AdCampaignProduct (Sales), with the record types they refer to.
- AdEvent — data referencePartially reviewed12 fields, 2 reference. All 12 fields BSuit stores for AdEvent (Sales), with the record types they refer to.
- AdPayment — data referencePartially reviewed14 fields, 1 reference. All 14 fields BSuit stores for AdPayment (Sales), with the record types they refer to.
- AdPlacement — data referencePartially reviewed14 fields, 1 reference. All 14 fields BSuit stores for AdPlacement (Sales), with the record types they refer to.
- AdSettings — data referencePartially reviewed10 fields, 1 reference. All 10 fields BSuit stores for AdSettings (Sales), with the record types they refer to.
- CarrierStatusMapping — data referencePartially reviewed8 fields, 2 reference. All 8 fields BSuit stores for CarrierStatusMapping (Sales), with the record types they refer to.
- CarrierWebhookEvent — data referencePartially reviewed14 fields, 2 reference. All 14 fields BSuit stores for CarrierWebhookEvent (Sales), with the record types they refer to.
- Cart — data referencePartially reviewed12 fields, 2 reference. All 12 fields BSuit stores for Cart (Sales), with the record types they refer to.
- CartLine — data referencePartially reviewed13 fields, 3 reference. All 13 fields BSuit stores for CartLine (Sales), with the record types they refer to.
- CashCustomer — data referencePartially reviewed16 fields, 1 reference. All 16 fields BSuit stores for CashCustomer (Sales), with the record types they refer to.
- CommissionRule — data referencePartially reviewed9 fields, 2 reference. All 9 fields BSuit stores for CommissionRule (Sales), with the record types they refer to.
- ConfigOption — data referencePartially reviewed14 fields, 1 reference. All 14 fields BSuit stores for ConfigOption (Sales), with the record types they refer to.
- ConfigRule — data referencePartially reviewed11 fields, 1 reference. All 11 fields BSuit stores for ConfigRule (Sales), with the record types they refer to.
- CustomerAddress — data referencePartially reviewed16 fields, 1 reference. All 16 fields BSuit stores for CustomerAddress (Sales), with the record types they refer to.
- CustomerPriceList — data referencePartially reviewed11 fields, 2 reference. All 11 fields BSuit stores for CustomerPriceList (Sales), with the record types they refer to.
- CustomerSubscription — data referencePartially reviewed32 fields, 3 reference. All 32 fields BSuit stores for CustomerSubscription (Sales), with the record types they refer to.
- DeliveryDriverProfile — data referencePartially reviewed11 fields, 2 reference. All 11 fields BSuit stores for DeliveryDriverProfile (Sales), with the record types they refer to.
- DeliveryNote — data referencePartially reviewed26 fields, 5 reference. All 26 fields BSuit stores for DeliveryNote (Sales), with the record types they refer to.
- DeliveryNoteLine — data referencePartially reviewed13 fields, 4 reference. All 13 fields BSuit stores for DeliveryNoteLine (Sales), with the record types they refer to.
- DeliveryRoute — data referencePartially reviewed13 fields, 3 reference. All 13 fields BSuit stores for DeliveryRoute (Sales), with the record types they refer to.
- DeliveryServiceability — data referencePartially reviewed11 fields, 1 reference. All 11 fields BSuit stores for DeliveryServiceability (Sales), with the record types they refer to.
- DriverLocationPing — data referencePartially reviewed10 fields, 2 reference. All 10 fields BSuit stores for DriverLocationPing (Sales), with the record types they refer to.
- DriverSyncOperation — data referencePartially reviewed11 fields, 1 reference. All 11 fields BSuit stores for DriverSyncOperation (Sales), with the record types they refer to.
- FloorSection — data referencePartially reviewed9 fields. All 9 fields BSuit stores for FloorSection (Sales), with the record types they refer to.
- GiftCard — data referencePartially reviewed12 fields, 2 reference. All 12 fields BSuit stores for GiftCard (Sales), with the record types they refer to.
- KitchenStation — data referencePartially reviewed9 fields. All 9 fields BSuit stores for KitchenStation (Sales), with the record types they refer to.
- KOTBatch — data referencePartially reviewed15 fields. All 15 fields BSuit stores for KOTBatch (Sales), with the record types they refer to.
- LoyaltyConfig — data referencePartially reviewed13 fields. All 13 fields BSuit stores for LoyaltyConfig (Sales), with the record types they refer to.
- LoyaltyReward — data referencePartially reviewed16 fields, 3 reference. All 16 fields BSuit stores for LoyaltyReward (Sales), with the record types they refer to.
- LoyaltyTier — data referencePartially reviewed11 fields, 1 reference. All 11 fields BSuit stores for LoyaltyTier (Sales), with the record types they refer to.
- ModifierGroup — data referencePartially reviewed10 fields. All 10 fields BSuit stores for ModifierGroup (Sales), with the record types they refer to.
- ModifierOption — data referencePartially reviewed10 fields. All 10 fields BSuit stores for ModifierOption (Sales), with the record types they refer to.
- Offer — data referencePartially reviewed13 fields, 4 reference. All 13 fields BSuit stores for Offer (Sales), with the record types they refer to.
- PointsExpiryPolicy — data referencePartially reviewed9 fields, 1 reference. All 9 fields BSuit stores for PointsExpiryPolicy (Sales), with the record types they refer to.
- PosCashierSession — data referencePartially reviewed11 fields. All 11 fields BSuit stores for PosCashierSession (Sales), with the record types they refer to.
- PosEnrollmentCode — data referencePartially reviewed17 fields. All 17 fields BSuit stores for PosEnrollmentCode (Sales), with the record types they refer to.
- PosSaleSyncRecord — data referencePartially reviewed18 fields, 1 reference. All 18 fields BSuit stores for PosSaleSyncRecord (Sales), with the record types they refer to.
- PosTerminal — data referencePartially reviewed22 fields, 1 reference. All 22 fields BSuit stores for PosTerminal (Sales), with the record types they refer to.
- PriceList — data referencePartially reviewed15 fields, 2 reference. All 15 fields BSuit stores for PriceList (Sales), with the record types they refer to.
- PriceListLine — data referencePartially reviewed10 fields, 2 reference. All 10 fields BSuit stores for PriceListLine (Sales), with the record types they refer to.
- ProductConfig — data referencePartially reviewed13 fields, 2 reference. All 13 fields BSuit stores for ProductConfig (Sales), with the record types they refer to.
- ProductModifierGroup — data referencePartially reviewed7 fields, 1 reference. All 7 fields BSuit stores for ProductModifierGroup (Sales), with the record types they refer to.
- ProductQuestion — data referencePartially reviewed13 fields, 2 reference. All 13 fields BSuit stores for ProductQuestion (Sales), with the record types they refer to.
- ProductReview — data referencePartially reviewed13 fields, 2 reference. All 13 fields BSuit stores for ProductReview (Sales), with the record types they refer to.
- RebateAccrual — data referencePartially reviewed18 fields, 2 reference. All 18 fields BSuit stores for RebateAccrual (Sales), with the record types they refer to.
- RebateRule — data referencePartially reviewed17 fields, 1 reference. All 17 fields BSuit stores for RebateRule (Sales), with the record types they refer to.
- RebateTier — data referencePartially reviewed9 fields, 1 reference. All 9 fields BSuit stores for RebateTier (Sales), with the record types they refer to.
- RestaurantOrder — data referencePartially reviewed26 fields. All 26 fields BSuit stores for RestaurantOrder (Sales), with the record types they refer to.
- RestaurantOrderItem — data referencePartially reviewed24 fields, 1 reference. All 24 fields BSuit stores for RestaurantOrderItem (Sales), with the record types they refer to.
- RestaurantReservation — data referencePartially reviewed18 fields. All 18 fields BSuit stores for RestaurantReservation (Sales), with the record types they refer to.
- RestaurantTable — data referencePartially reviewed13 fields, 1 reference. All 13 fields BSuit stores for RestaurantTable (Sales), with the record types they refer to.
- RouteStop — data referencePartially reviewed16 fields, 1 reference. All 16 fields BSuit stores for RouteStop (Sales), with the record types they refer to.
- SalesCommissionAccrual — data referencePartially reviewed18 fields, 2 reference. All 18 fields BSuit stores for SalesCommissionAccrual (Sales), with the record types they refer to.
- SalesCommissionAssignment — data referencePartially reviewed10 fields, 2 reference. All 10 fields BSuit stores for SalesCommissionAssignment (Sales), with the record types they refer to.
- SalesCommissionPayout — data referencePartially reviewed16 fields, 1 reference. All 16 fields BSuit stores for SalesCommissionPayout (Sales), with the record types they refer to.
- SalesCommissionPlan — data referencePartially reviewed18 fields, 1 reference. All 18 fields BSuit stores for SalesCommissionPlan (Sales), with the record types they refer to.
- SalesCommissionProductRate — data referencePartially reviewed9 fields, 3 reference. All 9 fields BSuit stores for SalesCommissionProductRate (Sales), with the record types they refer to.
- SalesCommissionTier — data referencePartially reviewed9 fields, 1 reference. All 9 fields BSuit stores for SalesCommissionTier (Sales), with the record types they refer to.
- SalesOrder — data referencePartially reviewed32 fields, 5 reference. All 32 fields BSuit stores for SalesOrder (Sales), with the record types they refer to.
- SalesOrderLine — data referencePartially reviewed31 fields, 6 reference. All 31 fields BSuit stores for SalesOrderLine (Sales), with the record types they refer to.
- SalesPostingConfig — data referencePartially reviewed11 fields, 1 reference. All 11 fields BSuit stores for SalesPostingConfig (Sales), with the record types they refer to.
- SalesPromotion — data referencePartially reviewed23 fields, 1 reference. All 23 fields BSuit stores for SalesPromotion (Sales), with the record types they refer to.
- SalesPromotionBenefit — data referencePartially reviewed11 fields, 1 reference. All 11 fields BSuit stores for SalesPromotionBenefit (Sales), with the record types they refer to.
- SalesPromotionCondition — data referencePartially reviewed12 fields, 3 reference. All 12 fields BSuit stores for SalesPromotionCondition (Sales), with the record types they refer to.
- SalesReturn — data referencePartially reviewed17 fields, 2 reference. All 17 fields BSuit stores for SalesReturn (Sales), with the record types they refer to.
- SalesReturnLine — data referencePartially reviewed10 fields, 2 reference. All 10 fields BSuit stores for SalesReturnLine (Sales), with the record types they refer to.
- SavedCartItem — data referencePartially reviewed9 fields, 2 reference. All 9 fields BSuit stores for SavedCartItem (Sales), with the record types they refer to.
- Seller — data referencePartially reviewed10 fields, 1 reference. All 10 fields BSuit stores for Seller (Sales), with the record types they refer to.
- Shipment — data referencePartially reviewed45 fields, 7 reference. All 45 fields BSuit stores for Shipment (Sales), with the record types they refer to.
- ShipmentEvent — data referencePartially reviewed21 fields, 2 reference. All 21 fields BSuit stores for ShipmentEvent (Sales), with the record types they refer to.
- ShipmentHandoff — data referencePartially reviewed15 fields, 2 reference. All 15 fields BSuit stores for ShipmentHandoff (Sales), with the record types they refer to.
- ShipmentItem — data referencePartially reviewed12 fields, 5 reference. All 12 fields BSuit stores for ShipmentItem (Sales), with the record types they refer to.
- ShipmentNotificationLog — data referencePartially reviewed10 fields, 2 reference. All 10 fields BSuit stores for ShipmentNotificationLog (Sales), with the record types they refer to.
- ShipmentPackage — data referencePartially reviewed10 fields, 2 reference. All 10 fields BSuit stores for ShipmentPackage (Sales), with the record types they refer to.
- ShipmentSettings — data referencePartially reviewed15 fields, 1 reference. All 15 fields BSuit stores for ShipmentSettings (Sales), with the record types they refer to.
- ShipmentTrip — data referencePartially reviewed12 fields, 2 reference. All 12 fields BSuit stores for ShipmentTrip (Sales), with the record types they refer to.
- ShippingCarrier — data referencePartially reviewed10 fields, 1 reference. All 10 fields BSuit stores for ShippingCarrier (Sales), with the record types they refer to.
- ShippingLabel — data referencePartially reviewed23 fields, 5 reference. All 23 fields BSuit stores for ShippingLabel (Sales), with the record types they refer to.
- ShippingMethod — data referencePartially reviewed14 fields, 1 reference. All 14 fields BSuit stores for ShippingMethod (Sales), with the record types they refer to.
- StoredPaymentMethod — data referencePartially reviewed13 fields, 1 reference. All 13 fields BSuit stores for StoredPaymentMethod (Sales), with the record types they refer to.
- StorefrontPage — data referencePartially reviewed10 fields, 1 reference. All 10 fields BSuit stores for StorefrontPage (Sales), with the record types they refer to.
- StorefrontPageVersion — data referencePartially reviewed9 fields, 1 reference. All 9 fields BSuit stores for StorefrontPageVersion (Sales), with the record types they refer to.
- StorePayment — data referencePartially reviewed19 fields, 3 reference. All 19 fields BSuit stores for StorePayment (Sales), with the record types they refer to.
- StorePaymentCustomer — data referencePartially reviewed8 fields, 1 reference. All 8 fields BSuit stores for StorePaymentCustomer (Sales), with the record types they refer to.
- SubscriptionInvoice — data referencePartially reviewed22 fields, 2 reference. All 22 fields BSuit stores for SubscriptionInvoice (Sales), with the record types they refer to.
- SubscriptionPlan — data referencePartially reviewed18 fields, 3 reference. All 18 fields BSuit stores for SubscriptionPlan (Sales), with the record types they refer to.
- TaxRule — data referencePartially reviewed12 fields, 1 reference. All 12 fields BSuit stores for TaxRule (Sales), with the record types they refer to.
- TransactionCashCustomer — data referencePartially reviewed11 fields, 2 reference. All 11 fields BSuit stores for TransactionCashCustomer (Sales), with the record types they refer to.
- VanLoadout — data referencePartially reviewed17 fields, 1 reference. All 17 fields BSuit stores for VanLoadout (Sales), with the record types they refer to.
- VanLoadoutLine — data referencePartially reviewed10 fields, 2 reference. All 10 fields BSuit stores for VanLoadoutLine (Sales), with the record types they refer to.
- VendorPayoutRun — data referencePartially reviewed18 fields, 2 reference. All 18 fields BSuit stores for VendorPayoutRun (Sales), with the record types they refer to.
- WebOrderEffect — data referencePartially reviewed31 fields, 5 reference. All 31 fields BSuit stores for WebOrderEffect (Sales), with the record types they refer to.
- WishlistItem — data referencePartially reviewed7 fields, 2 reference. All 7 fields BSuit stores for WishlistItem (Sales), with the record types they refer to.