Sales
17 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
- Fix shipped orders stuck in Awaiting StockYou shipped an order from your sales channel, often at the point of sale, where the customer has already walked out with the goods.7 min
- Fix sales with zero COGSA sales order shows a COGS of 0, so its margin looks like 100%. The cost of goods sold was never recorded for that sale, and if you use Xero or QuickBooks, it may never have reached your books either.6 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