Module guide
Quotations & Sales Orders
Build a quotation from the agreed items, prices and terms, then create the sales order after confirmation. Review currency, dates, taxes, warehouse and fulfillment information before submission.
How this module fits your work
Build a quotation from the agreed items, prices and terms, then create the sales order after confirmation. Review currency, dates, taxes, warehouse and fulfillment information before submission.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
01Prepare source records02Complete the activity03Review / approve04Verify the result
Dashboards
Setup & Templates
- CRM SettingsSettings page · Setup & Templates
- SMS CenterSettings page · Setup & Templates
- Sales Partner TypeRecord page · Setup & Templates
- Selling SettingsSettings page · Setup & Templates
Quotations, orders & sales configuration
- Installation NoteRecord page · Quotations, orders & sales configuration
- Party Specific ItemRecord page · Quotations, orders & sales configuration
- Point Of SaleDesk page · Quotations, orders & sales configuration
- Product BundleRecord page · Quotations, orders & sales configuration
- Quotation Lost ReasonRecord page · Quotations, orders & sales configuration
- Sales FunnelDesk page · Quotations, orders & sales configuration
Quote & Confirm Orders
- QuotationRecord page · Quote & Confirm Orders
- Sales OrderRecord page · Quote & Confirm Orders
Sales Partners
- Sales PartnerRecord page · Sales Partners
- Sales PersonRecord page · Sales Partners
Reports
- Available Stock for Packing ItemsReport · Reports
- Customers Without Any Sales TransactionsReport · Reports
- Inactive CustomersReport · Reports
- Item-wise Sales HistoryReport · Reports
- Lead Conversion TimeReport · Reports
- Lost QuotationsReport · Reports
- Payment Terms Status for Sales OrderReport · Reports
- Pending SO Items For Purchase RequestReport · Reports
- Quotation TrendsReport · Reports
- Sales AnalyticsReport · Reports
- Sales Order AnalysisReport · Reports
- Sales Order TrendsReport · Reports
- Sales Partner Commission SummaryReport · Reports
- Sales Partner Target Variance based on Item GroupReport · Reports
- Sales Partner Transaction SummaryReport · Reports
- Sales Person Commission SummaryReport · Reports
- Sales Person Target Variance Based On Item GroupReport · Reports
- Sales Person-wise Transaction SummaryReport · Reports
- Territory Target Variance Based On Item GroupReport · Reports
Frequently asked questions
- Why do I see fewer links in ERP?
- The documentation covers installed pages. The live menu hides records, reports and actions your role cannot access.
- Does saving finish the process?
- No. Some records remain drafts until submitted or approved. Related inventory, accounting and external-service actions have their own steps.
- Where do I report an error?
- Use Helpdesk and include the module, record type, operation and error. Do not include passwords or unrelated personal records.