====== Sales ======

==== Articles in this category (quicklinks) ====

  * [[sales|Overview]] <wrap lo>//(you are here)//</wrap>
  * [[sales:orders|Quotes and Invoices]]
  * [[sales:order_entry|Order Entry]]
    * [[sales:items|Adding Blank Goods]]
    * [[sales:embellishment|Adding Embellishment Charges]]
    * [[sales:artwork|Adding Artwork]]
  * [[sales:print|Print & Email Documents]]
  * [[sales:sales_screen|The Sales Screen: Features]]
  * [[sales:customers|Working With Customers]]
  * [[sales:payment|Getting Paid]]

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<note tip>
See Also: [[/sales/search|Searching for orders]]
</note>

----
<note>
In FastManager, by default, the basic flow of an order will be from //Quotation// to //Work Order (WIP)// and finally //Invoice// \\

You will **convert** your order from one stage to the next as it progresses

<flow>
graph LR;
    N(New_Customer) --> Q(Quotation)
    E(Existing_Customer) --> Q
    Q -- Deposit --> W{WIP}
    E -- Deposit --> W
    Q --> Invoice
    W -- Production --> Invoice
     
</flow>

</note>



All your orders, be they Quotations, Work Orders or Invoices, will open on the [[/sales:orders|Sales Screen]]

You can also use the [[/sales:orders|Sales Screen]] to search for existing orders, see: [[sales:orders#finding_orders|finding an order]]

===== Overview =====

To open the [[/sales:orders|Sales Screen]], expand the section: ''%%Sales%%'' on the navigation bar at the left, then click on ''%%Sales Screen%%'':

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{{ :sales_screen_1.png?direct |}}

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Once you open the Sales Screen, you can immediately start entering a new order

This will create a [[/sales:orders#quotation|Quotation]] by default,
  * However, you can also immediately create a Work Order ("WIP") or an Invoice by selecting either from the small ''down-arrow'' just next to the new order button:

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{{ :sales_screen_new.jpg?direct |}}

\\
<note tip>
See Also: [[/sales/search|Searching for orders]]
</note>
----

<WRAP left centeralign round box 30%>
**[[/catalogs|⇐ Catalogs: Overview]]**
</WRAP>
<WRAP right centeralign round box 30%>
**[[/sales:orders|Creating Quotations, Work Orders and Invoices ⇒]]**
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