Sales in Biznsbook: An Overview
What the Sales module covers, and how orders flow through to a posted invoice.
Create a Sales Order
How to raise a sales order and read its planning hints in Biznsbook.
Confirm or Approve a Sales Order
How stock reservation and the optional approval workflow work for sales orders in Biznsbook.
Deliver Goods from a Sales Order
How shipping connects back to the originating sales order in Biznsbook.
Create a Sale Invoice
How to bill a customer in Biznsbook, whether directly or from a sales order.
Track Order-to-Cash Matching
How to read the match score and document flow on a sales order in Biznsbook.
Apply Pricing and Customer Advances
How price lists, customer groups, and promotions resolve invoice line prices, and how to apply a customer advance, in Biznsbook.
Process a Sale Return
How to return goods against a posted sale invoice in Biznsbook and choose how to settle it.
Sales Permissions and Troubleshooting
What each Sales permission unlocks, available reports, and fixes for common issues.