The sales module moves from quotation to order to delivery (and where used, to billing). The idea is: agree price and terms in a quote, firm the order, ship or deliver, then close when invoicing is under control in your org.
End-to-end workflow
Quote to customer
Create a quotation with customer, lines, tax, and validity date. When the customer accepts, convert or copy to an order to avoid retyping and keep a trace to the deal.
Fulfill the order
Check stock or promise date, then pick, pack, and ship, or use deliveries to record what left the building. Part-ship and back-order according to your rules.
Close the cycle
When goods or services are complete, mark delivered and align with finance (invoice) so revenue recognition matches your policy.
Common use cases
Spare part sale to a known customer
Order with correct price list, one delivery, one invoice, done.
Project with milestones
Split deliveries or use progressive billing in coordination with the project or finance team.
Return or credit
Process a return delivery or credit note in line with your returns policy, then adjust AR.
Practical tips
Tax and incoterms on the quote are what the customer sees; fix before approval.
Line references should match from quote → order → delivery for traceability.
For large deals, get written approval in comments or a linked file before you ship on credit.
Screens and confirmations
Quotation, order, delivery
Each document opens in a full-screen read or edit overlay with lines, tax, and customer. Document type changes what is editable on your setup.
Line entry
The product/quantity picker can be a nested or smaller overlay to avoid losing the main context.
Void or cancel
Customer-facing reversals use the app confirm so tax and history stay consistent.