Start a conversation

Sales: Estimates, Sales Orders and Invoices

Create and track your Estimates, Sales Orders and Invoices

  • The Sales Workflow: Estimate / Sales Orders / Invoices

    erplain has a very flexible sales workflow. You can start the sales process by creating any of the following documents: Estimate (or Quote) Sales Order Invoice From the Estimate, you can generate the ...

  • Adding products or services to your orders

    Adding products to your Sales documents, Purchase Orders and Stock adjustments works the same way in erplain. You have 3 ways to add products: 1. Start typing directly in the 'Product or Service' colu...

  • Estimates (Quotes)

    erplain has a very flexible sales workflow. You can start the sales process by creating any of the following documents: Estimate (or Quote) Sales Order Invoice For more information about the Sales wor...

  • Sales Orders

    erplain has a very flexible sales workflow. You can start the sales process by creating any of the following documents: Estimate (or Quote) Sales Order Invoice For more information about the Sales wor...

  • Shipping Orders

    Shipping Orders can only be created from Sales Orders. Open the Sales Order and click on 'Create Shipping Order': erplain generates a Shipping Order with quantities matching the one from the Sales Ord...

  • Invoices

    erplain has a very flexible sales workflow. You can start the sales process by creating any of the following documents: Estimate (or Quote) Sales Order Invoice For more information about the Sales wor...

  • Product returns, Credit Notes and Refunds

    You will need to create a Product return prior to being able to create Credit Notes or Refunds. You have 2 ways to create Product returns: 1. Directly from the Product returns menu: Sales > Product Re...

  • Creating Purchase Orders from Sales Orders / Backorders

    You can create a Purchase Order directly from a Sales Order. This could be useful in the following 2 cases: 1. You don't have enough products available to fulfill the order. In this case, you will see...

  • Subscriptions

    Subscriptions are recurring Invoices generated automatically by erplain. You can list and create Subscription by going to the menu 'Sales' > 'Subscriptions': To create a new Subscription, click on 'Cr...