August 19, 2016      1 min read

About the Sales module

The Sales module enables you to manage:

  • Quotes
  • Orders
  • Shipments
  • Invoices

For instance you can create a sales order outlining the sales details and what the customer owes you, while calculating the margin and profit from the cost of goods sold — as calculated in Unleashed. The main principle and its main function throughout Unleashed’s entire inventory management process is to “get stock out the door”.

All details, data entry and history regarding customers, quotes, orders, invoices, and credits are available under the tab.

There are a range of reports on sales, margins and profitability for you to use within the Sales module tab.

Sales Process diagram

sales-process

Dotted lines indicate options you can perform that are not mandatory. This includes the API, import data and the ability to integrate with other provider options. You also can connect to an accounting provider (such as Xero or Intuit).

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