OperationsSales
Sales from order to cash in one chain
A customer order moves through its own status pipeline and approval. A sales invoice created from it picks up the undelivered balance, and each return line is linked to a line of the sales invoice. Delivery notes, service completion certificates and invoices for payment print with export to PDF, Excel and Word.
What is inside
- 01
A pipeline for each order type
An order records the customer’s intent and creates no journal entries. Each order type has its own statuses with colours and “won” and “lost” markers, and the order list is coloured by status. The sales manager approves the order first, then the financial controller.
Screen S1Customer orders with colour-coded pipeline statusesCustomer orders with colour-coded pipeline statuses - 02
The sales invoice takes what is left on the order
A sales invoice created from an order is filled with the undelivered balance of each line. The system checks that balance both on save and on posting. There is also an order fulfilment report and a “Cancel undelivered” action.
Screen S3Sales invoice with its document chain: the source order and the documents created from itSales invoice with its document chain: the source order and the documents created from it - 03
Returns across several sales
Each return line is linked to a line of its own sales invoice, so one return can cover goods from several invoices. The cost of returned goods is restored from the original sale. A return request with a reason caps the quantity that can be returned, and the adjustment to the VAT invoice (tax invoice) is created from the return itself.
- 04
The contract sets the terms of sale
A contract holds its validity period, a “price includes VAT” flag, a main-contract mark and the VAT event: first event (shipment or payment, whichever comes first), on shipment, on payment or no VAT. A document can be posted only under a contract that is in force.
- 05
Printed forms with PDF, Excel and Word export
The system prints the delivery note, service completion certificate, invoice for payment, order form (full and shop-floor versions), return request and approval sheet. Text can be edited right on the form. Signatories are taken as of the document date.
Screen S2Delivery note form with in-place text editing and the Download menuDelivery note form with in-place text editing and the Download menu - 06
Made to order
Product parameters such as measurements are entered on the order line and carry over to the production order. A separate order form is printed for the workshop.
What the module includes
- Customer orders
- Invoices for payment
- Sales invoices (delivery notes and service completion certificates)
- Returns
- Return requests
- Contracts
- Order types and statuses
- Return reasons
- Sales funnel
Works together with
- CRM A won deal becomes a customer order with no re-entry. Learn more
- VAT and profit tax The VAT invoice is created from the sale or the payment, and the adjustment from the return. Learn more
- Treasury Payment stages of approved orders feed the payment calendar as inflows. Learn more
- Manufacturing Product parameters from the order line carry over to the production order. Learn more
Frequently asked questions
Can I see who changed an order?
Yes. Customer orders and sales invoices keep a change history: who changed what and when, shown as “before → after”.
How do I know whether an invoice is paid?
The system does not store payment status as a separate flag. It calculates it from the journal every time, so it cannot drift from the books.
Do we re-enter a CRM deal as an order?
No. The customer order is created from the deal, and the link between them is kept.
Can one return cover goods from several invoices?
Yes. Each return line is linked to a line of its own sales invoice, and the cost is restored from that sale.