Sales in Biznsbook: An Overview
Sales runs order-to-cash: sales orders reserve stock on confirm, ship it through delivery notes, then update receivables, tax, and cost of goods sold when you invoice — so operations and finance stay in sync.
The order-to-cash flow
Sales order → Confirm (reserve stock) → Deliver → Invoice → Post
You don't have to use every step. A direct sale invoice skips the order and delivery note entirely, posting revenue and deducting stock in one save — the right choice for a straightforward cash sale. Retail checkout at a till uses the separate POS module, not this one, though POS sales still appear alongside these in reporting.
What you can do
- Create sales orders that reserve stock once confirmed
- Ship with delivery notes, supporting partial and batch shipments
- Create sale invoices — direct, or generated from an order
- Apply pricing from price lists, customer groups, and promotions
- Track order-to-cash matching — ordered vs. delivered vs. invoiced
- Process sale returns with a choice of settlement
- Apply customer advances to reduce what's owed
Before you start
| You'll need | Why |
|---|---|
| Sales module enabled | Shows the Sales menu |
| Customers set up as parties | Every order and invoice needs one |
| Inventory (recommended) | Stock levels, reservations, serials, delivery notes |
| Accounting (recommended) | Automatic journals and customer balances |
| Taxation (optional) | Output tax on lines |
Sales doesn't strictly require Inventory to be licensed, but stock features — reservation, delivery notes, Fast Dispatch — need it enabled.
Finding your way around
| Section | Menu item | Purpose |
|---|---|---|
| Orders | Sales orders | Customer commitments; reserve stock before invoicing |
| Orders | Delivery notes | Shipping documents — see Ship and return stock |
| Invoicing | Sale invoices | List, create, edit, view, print, email |
| Invoicing | Cancel sale invoice | Cancel with reason |
| Returns | Sale returns | Return goods against a posted invoice |
Fast Dispatch lives under Inventory, not Sales. Pricing setup (price lists, customer groups, promotions) and the SO approval/planning workflow are both Company Admin screens, reached from the Sales orders list rather than the sidebar.