Sales Module: Sales cycle, orders and invoicing

The Sales module enables you to manage your entire commercial cycle, from order intake to invoicing and customer balance tracking.

Sales cycle

The structured sales cycle guides your teams through each stage: prospecting, quotation, order, delivery and invoicing. Each document follows a defined workflow with states and available actions depending on the operation type.

Order management

Create and track customer orders from entry to delivery. Orders can be edited, validated and transformed into other document types according to your business processes (blocking, partial shipment, etc.).

Document transformation

The module handles document transformations: quotation → order, order → delivery note, delivery note → invoice. Lines and amounts are carried over automatically to ensure consistency and reduce errors.

Customer invoicing

Issue customer invoices from delivery notes or orders. Invoicing supports partial payments, deferred settlements and payment history per customer.

Customer management and balance calculation

Centralize customer information (contacts, delivery addresses, payment terms). The system calculates customer balances in real time: unpaid invoiced amounts, upcoming due dates and balances per customer for precise financial control.

Margin calculation

Track the profitability of your sales through margin calculation. Cost price, selling price and gross or net margins are calculated per line and per document to analyze commercial performance and adjust your pricing.