Sales
Quotes, sales orders, picking, packing and shipping. · 7 guides
Sales6 steps · 1 min
Create a sales order
Record an order from a customer, with their prices, terms and any extra charges.
Sales3 steps · 2 min
Pick, pack and ship a sales order
Fulfil an order step by step, and learn which steps your settings need.
Sales3 steps · 1 min
Undo a pick or pack
Unpack a packed order or unpick a picked order, and put the stock back.
Sales4 steps · 1 min
Send a quote and convert it to an order
Save an order as a quote for the customer to approve, then turn it into a sales order.
Sales1 min read
Edit, cancel, clone or reorder a sales order
Change an order, cancel it, copy it, or order its products from a supplier.
Sales3 steps · 2 min
Print pick lists, packing lists, invoices and quotes
Print the documents for a sales order, and choose what appears on them.
Sales1 min read
Sales settings: numbering, defaults and fulfilment
Every option in Settings → Sales and what it changes.