Sales Module Overview
The Sales module in Hsabati allows you to follow all stages of your sales process in a smooth and structured way—from creating quotes to managing invoices, including product delivery. The goal is to simplify and streamline these steps to ensure accurate tracking and efficient financial flow management. Here’s an overview of the features offered by this module.
Invoices
Invoices are essential documents that must be handled with care. You can create, edit, and even link your invoices to specific projects or suppliers for more detailed tracking.
- How to create a recurring invoice?
Recurring invoices are ideal for regular clients or long-term contracts. You can automate their creation to save time while ensuring consistent billing. - How to edit a recurring invoice?
If you need to adjust the terms of your recurring invoices (such as the amount or frequency), you can easily make the necessary changes. - How to edit a customer invoice?
If an error is found after an invoice has been created, you can modify it to ensure the information is accurate before sending it to the customer. - How to register a payment on an unpaid supplier invoice?
In cases of partial or deferred payments, you can register a payment on an outstanding supplier invoice to keep an accurate record of payments made.
Quotes and delivery notes
Quotes and delivery notes are key elements for managing transactions effectively, both before and after a sale.
- How to delete a quote?
If a quote is no longer needed, you can delete it. However, make sure it hasn’t already been converted into a sale or a purchase order. - How to merge several quotes into one delivery note?
In some situations, you can combine multiple quotes into a single delivery note, simplifying the process for both you and your customer. - How to edit a delivery note?
When changes are needed on a delivery note, you can make updates while keeping a record of the history of actions. - How to convert a delivery note into an invoice?
Once products have been delivered, you can easily convert a delivery note into an invoice to finalize the transaction.
Document tracking and project links
Tracking documents related to projects helps centralize all information and provides clear visibility into sales progress.
- How to link invoices to projects?
You can associate each invoice with a specific project for better tracking of profitability and costs. - How to link quotes to projects?
Linking quotes to projects allows you to maintain a clear view of ongoing financial estimates for each project, making budget control easier. - How to link purchase orders to projects?
Associating your purchase orders with projects ensures full cost management by linking each order to its corresponding project execution.
If you’d like to learn more about this module and how to optimize your sales management, feel free to explore our Help Center: https://help.hsabati.com/