Screens and menus
Every Sales menu entry and screen: where to find it, what it is for, what its list shows and which permission it needs.
On this page (10)
Sales > Dashboard
Sales dashboard
- What it is for
- Overview tiles and charts for sales (MTD orders, quotations, conversion, to deliver, to invoice)
- List: columns and filters
- KPI tiles, order trend, pipeline stages, status split, top customers / products, salesperson ranking, recent orders table
- Buttons and actions
- Filters (sales team, salesperson) - display only
- Permission needed
- dashboard.sales (menu)
Sales > Orders
Quotations
- What it is for
- Draft sales documents (state Draft) - offers not yet confirmed
- List: columns and filters
- Reference, Customer, Date, Due date, Status, Delivery status, Invoice status, Total · AED, Outstanding · AED. Search, filters, group, sort, paging; List / Pivot view switch
- Buttons and actions
- New quotation (company administrators only), open a row, bulk Delete (drafts only)
- Permission needed
- document.view (list), document.draft (create / edit)
Sales orders
- What it is for
- Confirmed, delivered and cancelled sales orders
- List: columns and filters
- Same columns as Quotations; Delivery status (Nothing to deliver / To deliver / Partially / Fully delivered) and Invoice status (Nothing to invoice / To invoice / Partially / Fully / Over-invoiced) sortable and filterable
- Buttons and actions
- Open a row; bulk Delete (refused for non-drafts); List / Pivot
- Permission needed
- document.view
Price approvals
- What it is for
- Inbox of quotation price exceptions waiting for a second person, plus change orders waiting
- List: columns and filters
- Quotation, Exceptions, Asked by, Reason given, Status, Decision. Show: Waiting / Approved / Rejected / All. Second table: Change orders waiting (Order, Change, Customer, Total before, Asked by, Customer reference)
- Buttons and actions
- Approve, Reject (with note)
- Permission needed
- document.view (list); sales.price.approve (decide)
Credit holds
- What it is for
- Quotations the credit check stopped at confirmation, with the reason
- List: columns and filters
- Quotation, Customer, Date, Total, Why
- Buttons and actions
- Open the quotation
- Permission needed
- document.view
Blanket agreements
- What it is for
- Framework agreements: committed quantities and agreed prices per customer, released by orders
- List: columns and filters
- Agreement, Customer, Period, Status; record: Committed products (Product, Committed, Agreed price, Released, Left)
- Buttons and actions
- New agreement, Save, Activate, Close, Back to list
- Permission needed
- document.view / document.draft (save) / document.confirm (activate)
Quotations / Sales orders > open a record
Quotation / sales order record
- What it is for
- One sale: header, lines, terms and every follow-on (versions, prices, changes, returns, down payments, availability, delivery & invoicing)
- List: columns and filters
- Stage bar: Quotation > Confirmed > Delivered > Closed. Tabs: Order lines, Commercial, Delivery, Quotation, Prices & margin, Changes*, Returns*, Down payments & milestones*, Availability*, Delivery & invoicing*, Analysis, Notes, Payments* (*by state). Right sidebar: customer info, credit, recent sales, totals, margin, quick actions
- Buttons and actions
- Edit / Save / Discard / Back to list; Confirm order, Deliver, Cancel, Reset to draft, Create invoice, Print, Actions (Duplicate, Archive/Restore, Delete); smart buttons Sales orders, Revisions, Invoices, Deliveries, Stock entry, Receipts, Journal entry, Customer; History; Collapse header
- Permission needed
- document.view / document.draft / document.confirm / document.cancel / document.deliver / document.invoice
Sales > Invoicing
Customer invoices
- What it is for
- Invoices raised from orders (Create invoice) or on their own (New invoice)
- List: columns and filters
- Reference, Customer, Date, Due date, Status, Total · AED, Outstanding · AED; bulk Register receipt, bulk Delete; List / Pivot
- Buttons and actions
- New invoice (admins), Post invoice, Cancel, Record receipt, Reverse, Credit this invoice, Print; smart buttons Receipts, Orders, Deliveries, Journal entry, Customer
- Permission needed
- document.view / document.draft / document.invoice (post) / payment.record (receipt) / document.reverse
Credit notes
- What it is for
- Customer credit notes, normally against a posted invoice
- List: columns and filters
- Same list columns; stages Draft > Approved > Posted > Closed
- Buttons and actions
- New credit note, Approve note, Post note, Cancel note, Reverse, Print; smart button Against invoice
- Permission needed
- document.view / document.confirm / document.invoice
Sales > Customers
Customers
- What it is for
- The contact master filtered to customers (shared Contacts screen)
- List: columns and filters
- Contacts list (code, name, market, balance...)
- Buttons and actions
- New / open customer (credit limit, price list, payment terms, hold, blacklist)
- Permission needed
- partner.view / partner.manage
Sales > Products
Products
- What it is for
- The product master (shared Catalogue screen)
- List: columns and filters
- Products list
- Buttons and actions
- New / open product (sales price, cost, VAT rate, sale enabled, minimum price/margin)
- Permission needed
- product.view / product.manage
Sales > Reporting
Sales order register
- What it is for
- The sales-order list under its register title
- List: columns and filters
- As Sales orders
- Buttons and actions
- Open, List / Pivot
- Permission needed
- document.view
Sales analysis (R017)
- What it is for
- Posted invoice and credit-note lines in a period, by customer / product / category / salesperson
- List: columns and filters
- Date, Document, Order, Customer, Product, Category, Salesperson, Quantity, Untaxed; From / To; search
- Buttons and actions
- Report picker, From, To, search
- Permission needed
- report.view
Sales gross margin (R018)
- What it is for
- Revenue less cost of goods per line
- List: columns and filters
- Document, Product, Untaxed, Cost, Margin, Margin %, Cost basis
- Buttons and actions
- From / To
- Permission needed
- report.view + sales.margin.reveal (or product.cost.view); menu needs sales.margin.reveal
Open sales orders (R019)
- What it is for
- What is still to deliver and to invoice on confirmed orders
- List: columns and filters
- Order, Customer, Line, Ordered, Delivered, Invoiced, To deliver, To invoice
- Buttons and actions
- Search
- Permission needed
- report.view
Delivery performance (R020)
- What it is for
- Promised vs delivered dates (on time, in full, OTIF)
- List: columns and filters
- Order, Promised, Delivered, Days late, On time, In full, OTIF
- Buttons and actions
- From / To
- Permission needed
- report.view
Returns and credits (R021)
- What it is for
- Returned quantities and credit notes against orders
- List: columns and filters
- Order, Product, Returned, Credited, Difference
- Buttons and actions
- Search
- Permission needed
- report.view
Quotation conversion
- What it is for
- Quotations sent in a period and what became of them
- List: columns and filters
- Quotation, Customer, Salesperson, First sent, Outcome, Total
- Buttons and actions
- From / To
- Permission needed
- report.view
Commissions
- What it is for
- Commission earned on posted revenue in a period, clawed back by credit notes
- List: columns and filters
- Date, Document, Salesperson, Plan, Untaxed, Commission; totals per salesperson
- Buttons and actions
- From / To
- Permission needed
- report.view
Sales > Configuration
Sales settings
- What it is for
- How the company sells: invoicing policy, validity, PO rules, delivery tolerances, reservation, margin and discount control, credit checkpoints
- List: columns and filters
- Cards: Invoicing, Quotations and orders, Delivery, Prices margin and credit
- Buttons and actions
- Save
- Permission needed
- sales.configure (menu and save); document.view (read)
Quotation templates
- What it is for
- Standard lines, optional products, validity and terms that fill a quotation
- List: columns and filters
- Template (code · name), Valid for, Status
- Buttons and actions
- New template, Save, Discard
- Permission needed
- document.view (list); sales.configure (save)
Return and cancellation reasons
- What it is for
- Reason master used by returns, cancel open balance and change orders
- List: columns and filters
- Two tables: Returns (Reason, Filed in Inventory as, Suggested disposition, Active) and Cancellations (Reason, Needs a note, Active)
- Buttons and actions
- New reason, Save, Discard
- Permission needed
- document.view (list); sales.configure (save)
Commission plans
- What it is for
- Commission rate per salesperson (or everyone) and period
- List: columns and filters
- Plan (code · name), Salesperson, Rate %, From, To
- Buttons and actions
- New plan, Save, Discard
- Permission needed
- sales.configure (menu and save)
Product masters
- What it is for
- Shared product master lists (tested in the Catalogue checklist)
- List: columns and filters
- Code, Name, Active
- Buttons and actions
- New, edit, archive
- Permission needed
- product.manage
Custom fields
- What it is for
- Extra fields on sales records (shared Administration screen; tested in 01 Administration)
- List: columns and filters
- Field, Record, Type
- Buttons and actions
- New field
- Permission needed
- member.manage
Administration > Applications
Sales app configuration
- What it is for
- Company switches: Branch on sales documents; field modes for Branch, Customer PO number, Delivery date, Sales team, Incoterm place
- List: columns and filters
- Capabilities with status (implemented / planned), field modes Hidden / Optional / Required
- Buttons and actions
- Change mode, impact preview, Save
- Permission needed
- company administrator (configuration rights)
Customer link /api/v1/public/quotations/<token > (no sign-in)
Public quotation acceptance page
- What it is for
- What the customer sees from the acceptance link: the sent version and an Accept form
- List: columns and filters
- Company, quotation number and version, lines (Item, Quantity, Unit price, Amount), Untaxed, Tax, Total, valid until
- Buttons and actions
- Your name + Accept quotation
- Permission needed
- none (token in the link)