Creating sales documents for products and services

You can sell your products and services in Sage Active using sales documents. Each document in the application represents a specific step in the sales process to allow you to maintain a clear and simple overview of your sales operations. Sales documents evolve in the following sequential order:

  • Quotes
  • Orders
  • Delivery notes
  • Invoices
  • Credit notes

When you have completed a sale in the application, you can easily record your invoices and credit notes by posting them as journal entries to your sales invoice journals.

You have registered customers and products and services in the application.

Sales quotes usually mark the start of a sales interaction. A quote provides detailed information about the products and services offered, their prices, and the terms of the potential transaction. Unlike other sales documents, you can create a quote for a prospect as well as a customer.

If a prospect or customer accepts your sales quote, then the next step of the sales process is to generate a sales order based on that quote. A sales order acts as a confirmation of the quote and specifies details about the products or services for sale, including information on the quantity, price, and any related discounts.

When the sales order is ready to be fulfilled you can generate a delivery note for the customer based on their order. The delivery note is provided to the customer along with their ordered products and services, containing information like the quantity and a description of the items delivered.

The final step of the process is to generate a sales invoice from your delivery note. An invoice details the products or services provided, their corresponding prices, and the total amount due for payment. It is important to note that the invoice serves as a formal request for payment after a sale has been completed.

You will be automatically billed if you add more invoices than planned in the subscription.

In the event of a sales issue or invoicing error, you can generate a credit note for your customer from an invoice. A credit note can be used to indicate a reduction in the amount owed due to returns and price corrections.

Only the sales invoice is mandatory, one or more documents in the sales process can be omitted if you do not use them in your sales process.

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