Sales management
The Sales management chapter covers the whole purchase and sales cycle: the article catalogue, the parties (customers and suppliers) and the commercial documents, from the price enquiry through to the order.
Visibility
This chapter is only visible to users holding the Sales management right. Some screens further depend on sub-rights (viewing or managing customers; editing suppliers, quotations, articles or orders; changing prices).
Modules in this chapter
| Module | Screen title | Address |
|---|---|---|
| Articles | Articles | /articles |
| Suppliers | Fournisseurs | /fournisseurs |
| Purchase orders | Commandes d'achats | /commandes-achats |
| Goods receipt notes | Bons de réception | /bons-reception |
| Customers | Clients | /clients |
| Price enquiries | Consultations | /consultation |
| Requirements | Besoins | /besoins |
| Quotations | Devis | /devis |
| Sales orders | Commandes de ventes | /commandes-ventes |
| Recurring orders | Commandes récurrents | /recurrents |
Access
From the side menu, expand Sales management, or from the home page, click a card in the Sales management section.