The Sell Module is your revenue engine. It manages the entire lifecycle of a customer transaction — from the moment they commit to a purchase all the way through to final payment collection. Think of it as the command center for turning customer interest into actual, recognized revenue.
Whether you’re a wholesaler managing complex shipments or a service provider issuing quick bills, this module keeps your sales data accurate, accessible, and fully integrated with your inventory.
The Order-to-Cash Workflow
Here’s how a sale moves from “deal” to “done” — each step ensures inventory is deducted correctly and your accounting stays balanced:
Confirm the Order
Create a Sales Order to lock in pricing and reserve inventory. This is your internal blueprint for fulfillment.
Bill the Customer
Convert the order into an Invoice. This officially records the revenue in your accounts receivable — it’s the moment the sale “counts.”
Collect Payment
Record payments against the invoice to close the loop and update your cash flow in real-time.
Manage Exceptions
If goods are returned, issue a Credit Note to handle refunds or store credits efficiently.
Explore the Sell Tools
Common Actions
Linking Documents
The Sell module uses a “linked document” architecture — you rarely need to re-enter data.
- From Order to Invoice: Open a confirmed Sales Order and click Create Invoice to carry over all line items automatically.
- From Invoice to Credit: Open a paid Invoice and click Create Credit Note to reverse specific items.
Tracking Status
Every document features a status bar (e.g., Draft, Sent, Paid, Void). Use the Documents Sidebar on any record to see real-time status of related transactions without ever leaving the page.