The Sales Work Area

Sales work area gives you online access to the most important functionality in sales. Create and edit quotations & sales orders, generate order confirmations as PDFs and view existing quotations, orders, invoices & credit notes, anywhere and at any time. Furthermore, you can view orders in all statuses and edit some of them.

In order to get to the Sales work area click on Work Areas - Sales. The Sales work area provides you with direct access to:

New Quotations: Click this button to create a new quotation. You can also create a new quotation directly from the contact card or by selecting New - Quotation. Read more about how to create and edit a quotation here.

Quotations: Click this button to display a list over all existing quotations. You can also reach this list by selecting Lists - Quotations. Read more about the Quotation list here

New Sales Order: Via this button you can create new sales orders and register the relevant sales order details. You can also create a new sales orders directly from the contact card or by selecting New - Sales Order. Read more about creating and editing sales orders here.

Sales Orders: Via this button you can open the unprocessed sales orders that are stored in you company database or you can create new sales orders. You will first enter the Sales order list, filtered by Unprocessed Sales Orders. Click Add new in order to create a new unprocessed sales order or click the link of the sales order you want to view or edit from the list. It will be opened in a new window. If you want to edit it, click Edit in the toolbar.

Invoices: Via this button you can open the invoices that are stored in you company database. You will first enter the Sales order list, filtered by Invoices. Click the link of the invoice that you want to view from the list. The invoice will be opened in a new window.

Credit Notes: Via this button you can open the credit notes which are stored in you company database. You will first enter the Sales list, filtered by Credit Notes. Click the link of the credit note that you want to view. If you want to edit an unissued credit note, change the status filter to Unissued Credit Note and then select the one you want to edit from the list. Click Edit in the toolbar.

Information boxes

The Sales work area provides you with two information boxes which provide you with a quick overview of outstanding sales activities, ordered by type and your Best-Selling Products, Last 30 Days.