01 - Overview

The Sales module in the Inventory App helps businesses streamline order-to-cash operations by managing the entire sales cycle — from creating sales orders to delivering goods and generating customer invoices. By integrating with Accounts (Customers), Products, and Warehouses, the module ensures efficient order fulfillment, accurate stock updates, and faster revenue realization.

Purpose of Sales

• Boost Revenue – Convert opportunities into confirmed sales efficiently.

• Streamline Customer Transactions – Manage orders, deliveries, and invoices in one place.

• Maintain Accuracy – Automatically update stock levels when goods are issued.

• Gain Visibility – Track open, delivered, and invoiced sales for better forecasting.

Sales Process Flow

The sales cycle typically follows these steps:

• Sales Order (SO) – Customer request for products is confirmed and recorded.

• Goods Issue (GI) – Stock is dispatched from the warehouse and marked against the SO.

• Customer Invoice – Payment request sent to customer linked to SO and GI.

• Payment – Settlement of the invoice as per agreed terms.

Key Features

• Sales Orders – Create, track, and approve customer orders.

• Goods Issue – Record dispatched items and automatically reduce stock.

• Customer Invoices – Manage invoices and link them to SOs for accurate tracking.

• Payments Tracking – Monitor pending and completed customer payments.

• Reports & Dashboards – Analyze sales performance, customer trends, and order pipeline.

Integration with Other Modules

• Accounts (Customers) – Sales are tied to customer accounts for a 360° view of relationships.

• Products – Automatically link sales transactions to the product catalog.

• Warehouses – Deduct dispatched goods from specific warehouses for accurate stock tracking.

• Inventory – Stock levels update instantly when goods are issued.

Benefits of Managing Sales in the Inventory App

• Efficiency – Automate routine sales and invoicing tasks.

• Transparency – Full visibility of customer orders and deliveries.

• Revenue Growth – Faster order-to-cash cycle.

• Compliance – Ensure approvals and audit trails for all transactions.

Getting Started

To begin using the Sales module:

1. Set up Customer Accounts.

2. Configure Products and Warehouses.

3. Create your first Sales Order.

4. Follow the process through Goods Issue → Customer Invoice → Payment.

Tip: For detailed steps, see the articles on Setting Up Sales Orders and Issuing Goods in the next article.