Sales
15 articles, in order
- Sales overviewSales is where you manage customer orders from start to finish: creating an order (or accepting a quote), allocating stock, shipping the goods, invoicing the customer, and recording payment.5 min
- Find and filter sales ordersThe Sales list is where you locate any sale order in your company and shape the list into a working queue.7 min
- Create and edit a sales orderA sales order in Qoblex starts life as a quote, holds the customer, pricing, tax, and line items, and becomes the record that shipments, invoices, returns, and refunds attach to.12 min
- Sales order statuses and actionsEvery sale order carries one overall status plus a few independent indicators that describe how far the order has progressed through fulfilment, invoicing, and payment.9 min
- Allocate stock to a sales orderAllocating a sales order reserves on-hand stock from your warehouses against that order so the units are held for this customer and are no longer counted as freely available for other demand.7 min
- When Qoblex allocates stock automaticallyMost allocation in Qoblex happens without anyone pressing Allocate . Qoblex reserves stock when an order becomes active.8 min
- Shipments: picking, packing, and dispatchA shipment is how you fulfil a sales order in Qoblex.7 min
- Invoices and paymentsAn invoice bills the customer for some or all of the lines on a sales order.8 min
- Returns and refundsA return brings goods back into your inventory. A refund gives money back to the customer.8 min
- Create purchase orders from a sales orderWhen a sales order needs stock you do not have on hand, Qoblex can turn the ordered products into draft purchase orders so you can buy the stock in.5 min
- Import sales orders and channel syncThere are two ways to bring existing orders into Qoblex as sale orders.7 min
- Bulk actions on sales ordersFrom the Sales list you can run one action against many orders at once.14 min
- Related orders, notes, attachments, and activityThe sales order workspace has a main pane where you edit the order lines and a side pane that collects the supporting records for the order.5 min
- Fix orders that show Ready To Ship without stockYour Sales list may show orders as Ready To Ship even though the stock isn’t on your shelves.7 min
- Sales order troubleshootingMost sales order problems come down to one of two things: a required field is missing, or the order is in a status (or lock state) that blocks the action you are trying to run.7 min