And this is how it works...

Where can I find these functions?

Navigate to ⨠Sales to access the functions of the sales module.

Basics

Structure: The sales module contains the functions...
- Offers
- Orders
- Delivery notes
- Invoices
- Dunnings
- Item templates
Quick views (using the example of offers): All these functions, except for reminders, have the possibility to filter their content according to specific and relevant components (1). Applied filters can be saved (2) and activated as needed via the wheel icon (3). Also, the number of information headings to be displayed in the overview can be customized (4).

With one click on ⨠Offers you will receive:

An overview of all offers created so far and their most important information.
❗ Tip: You can adjust the chance that a deal will be closed for each offer right in the overview.
A drop-down menu to search for offers to specific recipients.
The ability to accept/reject quotes, edit, or add a new order to an existing offer.
The option to view existing quotes via the eye icon, copy the document icon or delete via the trash can icon.
❗ Tip: If you open an offer via the eye icon, you can
1. Send the offer as an e-mail, copy it or create a delivery note based on the offer via the drop-down menu (4.1.).
2. Create an order or an invoice based on the offer (4.2.).
The function to create a new offer.
A downloadable extract of all offers or those with a certain status in CSV file format.

With a click on ⨠Orders you get:

An overview of all orders created so far and their most important information.
A drop-down menu to search for orders to specific recipients.
The option to edit orders, mark the status of an order as "completed" or "in process", or create a new invoice based on an existing order.
The option to view existing orders via the eye icon, copy the document icon, or delete via the trash can icon.
❗ Tip: If you open an order via the eye icon, you can.
1. Send the order as an e-mail, copy it, or use the drop-down menu to create a delivery note based on the order (4.1.).
2. Create an invoice based on the order (4.2.).
The function to create a new order.
A downloadable extract of all orders or those with a certain status as CSV file format.

With one click on ⨠Delivery notes you will receive:

An overview of all delivery notes created so far and their most important information.
A drop-down menu to search for delivery notes to specific recipients.
The option to edit or close delivery notes.
The option to view existing delivery notes via the eye icon, copy the document icon or delete via the trash can icon.
❗ Tip: If you open a delivery note via the eye icon, you can
1. Send the delivery note as an e-mail or copy it (4.1.).
2. Create an invoice based on the delivery note and view the associated offer (4.2.).
The function to create a new delivery note.
A downloadable extract of all delivery notes or those with a certain status as CSV file format.

With one click on ⨠Invoices you get:

An overview of all invoices created so far and their most important information.
A drop-down menu to search for invoices to specific recipients.
The possibility to edit invoices as well as the option to view existing invoices via the eye icon, copy the document icon or delete them via the trash can icon.
❗ Tip: If an invoice has been paid, you can check the associated booking via the booking icon (3.1.).
The gross total of all entered invoices according to currency.
The function to create a new invoice. Learn more about this in this article.
A downloadable extract of all invoices or those with a certain status as CSV file format.

With a click on ⨠Item templates you can:

See an overview of all item templates created so far and their most important information.
Open or delete each individual item template.
❗ Tip: When you open an item template, you can also edit and save it immediately.
Search for item templates by name.
Create new item templates. Learn more about this in this article.