Getting started with Sales

#How the module is organized

The core document flow is Sales Quotation → Sales Order → Sales Invoice, with Sales Return handling reversals and Estimate for informal pricing before a quotation. Customer Price Lists and Sales Promotions control what a customer pays; Loyalty Program, Loyalty Tiers, and Loyalty Rewards run repeat-customer incentives; Commission Rules and Commission Payouts calculate what sales staff earn.

#Where to start

1. A Sales Order can be created directly or converted from an approved Sales Quotation.
2. Sales Invoice is generated from a Sales Order (or a Delivery Note, if goods ship before billing).
3. Delivery Notes and Delivery Routes cover the fulfillment side once an order is confirmed.
4. Customer Price Lists apply automatically once assigned to a customer — check Pending Price Review if pricing looks wrong.
5. Cash Customers is a lighter checkout path for walk-in / no-account sales.