Sales
Quote-to-cash — quotations, orders, deliveries, packing, proformas, invoices, recurring billing, pricing, promotions, cargo manifests, returns and POS.
Available with the Sales module. Agents see only their own documents unless their role has View all; approvals are a separate right.
Flow (/sales/flow)
Live sales pipeline: stage tiles (quotations → orders → deliveries → invoices → paid) with counts and value. Click a stage to filter, spot stuck documents (e.g. confirmed orders not delivered for N days), and drill into a chain from quotation to payment.
Quotations (/sales/quotations) — QTN
Offer to a client. Statuses draft → submitted → sent → accepted | rejected | cancelled.
- Lines priced from the partner's price list and active promotions; substitution rules may replace a SKU automatically.
- Optional approval workflow by amount.
- Send e-mails the PDF; the client can accept in the customer portal.
- Convert to Sales Order carries lines and links.
Sales Orders (/sales/sales-orders) — SO
Confirmed customer order. Statuses draft → submitted → confirmed → partially_delivered → delivered | rejected | cancelled.
- Credit check against the partner's limit; blocked orders are released from Finance → Credit Management.
- ATP shows whether requested dates can be met.
- Creates Deliveries (full or partial), Packing Lists, Pick Waves (WMS), Production Orders (make-to-order) or Sales Invoices directly.
- Billing plans (milestone or recurring schedules) live on the order.
Deliveries (/sales/deliveries) — DLV · stock ↓
Ship goods from a warehouse. Statuses draft → posted | cancelled. Posting writes decrease movements (lot/serial picked per line), relieves reservations and enforces the customer's minimum remaining shelf life. A posted delivery can be invoiced in one click. Drivers' proof-of-delivery arrives via Cargo Manifests.
Packing Lists (/sales/packing-lists) — PKL
Commercial packing list of cartons/packages for a delivery (weights, dimensions, contents). No stock or GL effect; printable for customs.
Proforma Invoices (/sales/proforma-invoices) — PFI
Payment request that looks like an invoice but does not post AR or GL. Convert to a sales invoice when the sale is final.
Sales Invoices (/sales/sales-invoices) — INV · GL post
Customer invoice. Statuses draft → posted | cancelled.
Posting:
- Journal: Dr Accounts receivable (partner dimension), Cr Sales revenue, Cr Sales tax payable per rate. If the invoice relieves stock itself (standalone, no delivery), also Dr COGS / Cr Inventory and decrease movements.
- Creates an open item for the partner; due date from payment terms; cash discount terms recorded.
- Prints in the partner's language with the published layout; Swiss QR-bill on CH pack; MK fiscal texts on MK pack.
Standalone invoices (no quotation/order/delivery) show a warning because they skip the normal chain.
Recurring Invoices (/sales/recurring-invoices)
Schedules (monthly, quarterly…) that generate draft sales invoices from a template — subscriptions, rent, maintenance fees.
Price Lists (/sales/price-lists)
Customer-, channel- and currency-specific prices with quantity tiers and validity dates. Resolution order on a line: partner price list → channel/default list → product sales price.
Substitutions (/sales/substitutions)
Material determination rules (substitute / supersede / upgrade). When a quotation or sales order line uses SKU A and a rule applies, Uktupus replaces it with SKU B (e.g. out of stock, discontinued, bundle upgrade).
Targets (/sales/targets)
Monthly quotas by sales agent, region or company. Progress is measured from posted invoices.
Demand Sensing (/sales/demand-sensing)
Blends recent orders into a short-term forecast per product. Apply pushes the sensed demand onto products (optional reorder points) and into MRP.
Promotions (/sales/promotions)
Trade promotions: mechanics (discount, BOGO, bundle), planning, lift/ROI, scenarios, scan data. Approval workflow (promotion) activates them; active promotions price quotation/order/POS lines.
Cargo Manifests (/sales/cargo-manifests) — CM
Consolidate posted invoices/deliveries into a vehicle route for a driver. Drivers use the mobile app to navigate, arrive, take proof photos and deliver; statuses sync back.
Sales Returns (/sales/sales-returns) — SRT · stock ↑ · GL post
Credit note / goods return against a posted invoice. Posting writes increase movements (optionally into a returns/quarantine location via Return Receipts) and a journal Dr Sales returns, Dr Sales tax payable / Cr AR; Dr Inventory / Cr COGS when goods come back.
POS Receipts (/sales/pos-receipts) — RCP · stock ↓ · GL post
Retail sales from the desktop POS. Posted receipts decrease store stock and post Dr Cash/Bank / Cr Revenue, Cr Tax payable; Dr COGS / Cr Inventory. Dashboards show cumulative sales by store, till, day, month and cashier. Till sessions and cash handling are under Retail → Till cash.
Related
- Customer payments: Finance → Payments
- Dunning, collections, credit: Finance