Print Dash — Sales Module User Guide

Audience: Sales staff, account managers, shop administrators (manager panel)
Version: 1.0.0 · Date: 2026-05-31
Language: English — العربية

1. Overview

The Sales area is where your shop manages the path from customer → quote → order → invoice → payment.

Typical tasks:

• Maintain customer records
• Prepare and send sales quotes
• Convert accepted quotes to sales orders
• Fulfill orders (ship/consume stock from warehouse)
• Issue sales invoices and record payments
• Handle returns and credit notes when needed

Some steps run in the background (fulfillment, return stock receipt, branded PDFs). You will see notifications when processing starts or finishes.

If your shop uses the Services module, quotes and orders can also include service lines (installations, site work, etc.) in addition to inventory items.

2. Customers

Open Sales → Customers.

• Add or edit customer name, contact details, and billing information.
• The customer you select on a quote, order, or invoice drives pricing context and reporting.
• Managers with Reporting access may open customer account statement from the customer screen (formal AR reports live in Reporting).

Tip: Create the customer before the first quote so documents stay linked from the start.

3. Sales quotes

Open Sales → Sales Quotes.

Creating a quote

1. Click Create.
2. Choose Customer, Quote Date, and other header fields.
3. On the quote view page, add Quote Items (inventory products) and, if enabled, service items.
4. Save line quantities, dimensions (if used), unit prices, and notes.
5. Review Quote Totals.

Quote statuses

Convert to order

On the quote view page, use Convert to Order when the quote is ready. You need permission to convert.

• A new sales order is created with the same lines.
• The quote status becomes Converted.
• You are notified with the new order number.

If conversion fails, check that the quote is not already converted and that you have the right role.

4. Sales orders

Open Sales → Sales Orders.

Order statuses

Day-to-day flow

1. Confirm the order when your shop accepts it.
2. Move through In Production when jobs are on the floor (if you use Production).
3. When items are ready in the warehouse, set the order to Ready for Delivery (per your shop process).
4. Use Fulfill on the order view when you are ready to remove stock for shippable lines.

Fulfill starts background processing. You will see a notification that fulfillment has started. When it completes:

• Stock is reduced from the relevant warehouses (FIFO).
• The order may become Fulfilled or Fulfilled Partially if some lines lacked stock.

You cannot fulfill from Pending, Confirmed, In Production, Fulfilled, or Cancelled — the order must be Ready for Delivery or Fulfilled Partially.

Create invoice from order

From the order, use the action to create an invoice (permission required). A draft invoice is created and linked to the order.

Service lines

If Services is enabled, manage service items on the order and use settlement lines where production outputs update delivered quantities.

5. Sales invoices

Open Sales → Sales Invoices.

Invoice statuses

Working on an invoice

1. Create manually or from a sales order.
2. Add or edit invoice items (and service items if enabled) while the invoice is not fully paid.
3. Link sales orders on the invoice when multiple orders apply.
4. Change status from Draft when you are ready to collect payment.

Payments and credits on the invoice

On the invoice view:

• Payment allocations — see which customer payments were applied.
• Credit allocations — see credit notes applied to this invoice.

Once an invoice is Paid or Partially Paid, line items usually cannot be edited.

6. Customer payments

Open Sales → Sales Payments.

1. Create a payment: customer, date, amount, method/reference.
2. Allocate the payment to one or more open invoices.
3. The total allocated cannot exceed the payment amount.
4. Each allocation cannot exceed that invoice’s open balance.

The system may offer FIFO allocation (oldest open invoices first) where implemented.

After allocations save, linked invoices update to Partially Paid or Paid.

7. Credit notes

Open Sales → Credit Notes.

Credit notes reduce what the customer owes on invoices — they do not put stock back by themselves.

1. Create a credit note for the customer (and optionally link a sales return).
2. Add credit note items or amounts per your form.
3. Allocate the credit to open invoices (same idea as payments: caps on open balance).
4. Invoice status updates through allocation.

Use a sales return (below) when physical goods come back and stock must increase.

8. Sales returns on an invoice

Open the Sales Invoice → Sales Returns tab (not a separate menu).

1. Create a return linked to the invoice.
2. Add return lines (items, quantities). Set warehouse on lines when asked — stock will be received there.
3. Move status through Pending / Approved as your process requires.
4. Set status to Completed when goods are physically received.

Completed triggers background processing: stock is added back (customer return movement). Allow a short time for quantities to update.

You need manage returns permission on invoices to use this tab.

9. PDFs

Branded quote and invoice PDFs are generated in the background.

• Start PDF from the quote or invoice view.
• Wait for the notification with the download link.
• A server queue worker must be running for PDFs to complete (your administrator configures this).

DomPDF-based reports (e.g. account statements) are separate and live under Reporting.

10. Permissions

Ask your administrator if you cannot see a menu or action. Common areas:

Permissions are assigned per role in Users → Roles.

11. Quick reference

For stock and FIFO details, see the Inventory user guide.