Selling

Selling covers the order cycle before the invoice: Customer, Quotation, Sales Order, Sales Invoice, POS, price lists and the sales analytics. Cards show Active Customers, Sales Orders to Bill, Sales Orders to Deliver, Annual Sales and the quarterly order count and value; charts show Top Customers, Sales Order Trends, Item-wise Annual Sales and Sales Order Analysis. The demo's order for Jivan Dahal became ACC-SINV-2026-00004. Sales staff use it daily; nothing posts to the ledger until the Delivery Note or Sales Invoice is submitted.

1. 01Go to Selling from the sidebar.
2. 02Click Quotation > New to send a price; convert it to a Sales Order when accepted.
3. 03Read Sales Orders to Deliver and to Bill to plan the week's work.
4. 04Open a delivered order and use Create > Sales Invoice.
5. 05Review Top Customers and Sales Order Trends for the season.
6. 06Open Sales Analytics from the reports list for item or customer breakdowns.

Manage the order cycle before invoicing.

A sales order for Jivan Dahal that became ACC-SINV-2026-00004.