Quotes & orders

Use Sales for Price Quotes, Customer Orders, and Repeat Bills. Open it from Products & Stock → Selling ▾.

Before you start

• Medium+ license for full sales workflows (see tiers)
• At least one customer and product
• Currency and payment terms set up (or create them in the form)

Steps

1. Open Sales

1. Go to Products & Stock.
2. Open Selling ▾ → Price Quotes or Customer Orders.
3. You should see title Sales and tabs Price Quotes, Customer Orders, Repeat Bills.
4. Use Back to Inventory anytime to return.

2. Create a price quote

1. On Price Quotes, click New Price Quote.
2. Choose Customer / Partner (required) — search or + Create New Customer.
3. Set Currency (required) and Payment Terms (required) (+ Create New Payment Term if needed).
4. Set Quotation Date (required) and optional Expiration Date.
5. Optional: tick Tax Inclusive (Prices entered include tax).
6. Under Products / Order Lines, search a product → + Add Product Line; set quantities and prices; remove lines with ✕.
7. Check Subtotal and Total Amount.
8. Click Save Quotation.

3. Work with quote actions

On a quote row:

4. Manage customer orders

1. Open the Customer Orders tab.
2. Search: Search by SQ/SO reference or customer...
3. Click Filters next to the search box to narrow by Date range, Order Type (Regular Sale / POS Sale), and Product Category (matches if any line item is in that category). The button shows a dot when filters are active — use Clear Filters to reset.
4. Click Export to Excel to save the currently visible (filtered) list as a spreadsheet.
5. Click Details for Sales Order Details.
6. From the list or details you can:
   • Delivery Slip — a signed proof-of-delivery document, with a "Received by / Signature / Date" block for the customer to sign
   • Packing List — the same item list without the signature block, for whoever is physically packing the shipment
   • Both require a shipment to already be confirmed for that order — if none exists yet, you'll be told to confirm one first
7. Under Invoice Payments, click Record Payment when the customer pays; watch Paid: and Open Balance:. A payment amount can be less than the full balance — partial/installment payments are normal and the order stays open until it's fully paid.

5. Repeat bills (subscriptions)

1. Open Repeat Bills.
2. Optionally select an order and click Create From Selected Order.
3. Use Create Due Bills Now when schedules are due.
4. Pause / Resume rows as needed.

What success looks like

• Quote saved with a reference
• Approve Order creates a customer order
• Delivery / packing PDFs open
• Payments reduce open balance

If something goes wrong

Related

• Customers
• Products & stock
• Checkout / Cashier
• Returns & refunds