Sales with Inventory

Quotes

Quotes are proposals for your Leads or Customers.

• Create a quote from an existing opportunity: open an opportunity and click "Yes" next to Convert to Quote.
• You can also create a quote directly.

Sales Orders

Sales Orders are an approval step when your Leads or Customers commit to a sale.  The sales order normally confirms the sales agreements, so all information that is later on also to be found in delivery notes or invoices will already be set up here (like currency, delivery date, payment terms, discounts, taxes and document notes).

• Use New Sales Order or create it from an existing quote with Convert a Quote into a Sales Order.
• A lead is automatically converted to a customer when a sales order is generated for them.

Picking Lists and Delivery Notes

To prepare the order, use Convert Sales Order to Picking List (select your sales order, click "prepare order" and DONE)

or

 Convert Sales Order to Delivery Note (select your sales order, click "convert to delivery note" and DONE).

 The details of these documents are covered in the article Deliver Products. 

Invoice

The invoice is the financial document used in selling to your customers. Accounting transactions are automatically generated when invoicing.

• Create your Invoice by converting from delivery notes.
• You can also use New Invoice to create an invoice directly.  As long as the invoice has inventory products, inventory transactions will be made.
• or create it with Convert Quotes to Invoices or Convert Sales Order to Invoices.

Receiving Payment

You can receive payment from directly inside the invoice, or you can use Receive Customer Payment.

 

 

Converting documents - full process

Convert Opportunity to Quote

Open your opportunity - set the status to "won" and let OneUp automatically create a Quote for you.

 

Convert Quote to Sales Order

In Sales - Quotes - [︙] button - Convert Quotes to Sales Orders

or the fast and easy way: simply click "order":

 

Convert Sales Order to Picking List

In Sales - More - Sales Orders - [︙] button - Convert Sales Order to Picking Lists

 

Convert Picking List to Delivery Note

In Inventory - More - Picking Lists - [︙] button - Convert Picking Lists to Delivery Notes

 

If you do not work with Picking Lists: Convert Sales Order to Delivery Note

In Sales - Sales Orders - [︙] button - Convert Sales Order to Delivery Notes

or simply convert by using [︙] button - DELIVER

 

Convert Delivery Note to Invoice

In Inventory - Delivery Notes - [︙] button - Convert Delivery Notes to Invoices

or simply invoice in a click

 

 

 

 

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