Sales
The Sales section covers everything about selling to customers: from quotation to invoice and collection, plus items, prices, promotions and your Salla or Zid store.
Flow
- Quotation
- Sales order
- Delivery note
- Invoice
- Receipt
You don't have to use the whole cycle. Most small businesses start straight with the invoice. Use quotations and sales orders when you need the customer's approval first, or deliver in batches.
Guides
| Page | What you'll learn |
|---|---|
| Invoice list | Track invoices by status, month summary, bulk print and export |
| Sales invoices | Create, submit, print and share an invoice |
| Quotations & sales orders | The full cycle from quotation to delivery and invoice |
| Customers | Adding customers, business customers, credit limits, statements |
| Items & prices | Items, price lists, pricing rules, coupons |
| Online stores | Salla & Zid: orders become invoices and stock syncs automatically |
| Returns | Credit notes and refunds |
| Menu map | Every item and report in the Sales section |
Key reports
| Question | Report |
|---|---|
| How much did I sell this month, and to whom? | Sales Register |
| What sells best? | Item-wise Sales Register · Item-wise Sales History |
| How are sales trending? | Sales Analytics · Sales Invoice Trends |
| Which customers stopped buying? | Inactive Customers |
| How much did each rep sell? | Sales Person-wise Transaction Summary |
All under Sales → Reports.