X-ERP Help

Sales

Sales leads from customer needs through offers and orders to delivery, invoice and payment.

Sale

Sales leads from customer needs through offers and orders to delivery, invoice and payment.

Your quick start

  1. Open Sales Docs on the home desktop.
  2. Check existing records, statuses and relationships before creating or changing anything.
  3. Save consciously and control the result in the immediately following process.

That's what matters

Check customer, shipping address, prices, tax, availability and payment terms before confirming.

Matching depressions

  • Selling positions
  • document chain
  • Shipping
  • Open items

In this chapter

Further information / source

Related topics

  • Selling positions
  • document chain
  • Shipping
  • Open items

Frequently asked questions

What do I use Sales in X-ERP for?

Sales leads from customer needs through offers and orders to delivery, invoice and payment.

What should I particularly check?

Check customer, shipping address, prices, tax, availability and payment terms before confirming.