Sales — Quotations & Orders

Overview

The Sales app manages the quote-to-cash cycle: Quotation → Sales Order → Delivery → Invoice.

Standard workflow follows the Sales module with SMEOne branding on printed documents (PDF watermark, Adneti footer).

Navigation: Sales app → Orders → Quotations.

Step-by-Step Guide

Create a quotation

1. Open Sales → Quotations → New.
2. Select Customer (or create inline).
3. Add Order Lines: product, quantity, unit price, tax.
4. Set Quotation date and Expiration if applicable.
5. Save as Quotation.

Send quotation to customer

1. Open the quotation.
2. Click Send by Email (or Print for PDF).
3. Review email template and attach PDF.
4. Send — status may change to Quotation Sent.

Confirm sales order

1. When the customer accepts, click Confirm.
2. Document becomes a Sales Order.
3. Delivery and invoicing actions become available.

Deliver products (stockable items)

1. On the sales order, click Delivery.
2. Validate the delivery order in Inventory when goods ship.
3. Stock on hand decreases automatically.

Create customer invoice

1. On the sales order, click Create Invoice.
2. Choose invoice type (regular / down payment per policy).
3. Review invoice lines and GST tax.
4. Confirm the invoice to post to Accounting.

Print sales documents

1. Use Print → Quotation / Order / Invoice.
2. SMEOne PDF layout includes branding watermark and compliance footer.

FAQ

Q: Can I edit a confirmed sales order? A: Limited fields may be locked. Cancel and recreate, or use administrator unlock — follow your internal policy.

Q: How is GST applied? A: Tax follows product and fiscal position configuration under Singapore localization. Verify tax on each line before confirming.

Q: What if the product is a service (no stock)? A: Set product type Service — skip delivery and invoice directly from the order.

Q: Can I apply a global discount? A: Use order-level discount fields or discount products per your chart of accounts mapping.

Q: Where are sales reports? A: Sales → Reporting for pipeline, revenue by customer, and quotation analysis.