**Sales** is Flowbyte’s main sales module: from lead to invoice. Here you create and send quotes, manage orders and shipments, issue sales invoices, and review customer receivables.

**How to open:** left menu → **Sales**

Most documents open in the **sales desk** (a shared view with tabs). Customers, articles, and reports are separate menu items.

## Sales flow

Typical chain:

1. **Lead** — potential customer / need  
2. **Quote** — you send prices to the customer  
3. **Sales order** — the customer has ordered  
4. **Shipment** — goods / service handed over or dispatched  
5. **Sales invoice** — billing, e-invoice, payments  
6. If needed, a **credit invoice** or payment offset

You do not always need every step — you can start from an order or invoice when that fits your process.

## What’s in the menu

| Area | Purpose |
|------|---------|
| **Leads** | Pipeline, leads, convert to quote |
| **Quotes** | Quotes by PDF / email, acceptance |
| **Sales orders** | Order fulfilment and statuses |
| **Shipments** | Handover / dispatch, convert to invoice |
| **Sales invoices** | Billing, e-invoice, payments, credit |
| **Customers** | Customer data, price lists, history |
| **Articles** | Sellable products / services |
| **Reports** | Aged receivables, sales report, Pareto, etc. |

The sales desk may also include **Campaigns** (emails linked to leads).

## Related, but in another menu

- **Payments** (Bank, Cash, Offset) — linking invoice receipts  
- **Warehouse** — pick queue, picking (if you use warehouse)  
- **POS / Events** — separate modules for till sales  

## Next guides

- [Leads and campaigns](https://help.flowbyte.ee/hc/wiki/articles/sales-leads)
- [Quotes](https://help.flowbyte.ee/hc/wiki/articles/quotes-guide)
- [Sales orders](https://help.flowbyte.ee/hc/wiki/articles/sales-orders)
- [Shipments](https://help.flowbyte.ee/hc/wiki/articles/sales-shipments)
- [Sales invoices](https://help.flowbyte.ee/hc/wiki/articles/sales-invoices)
- [Customers and price lists](https://help.flowbyte.ee/hc/wiki/articles/sales-customers)
- [Sales articles](https://help.flowbyte.ee/hc/wiki/articles/sales-articles)
- [Sales reports](https://help.flowbyte.ee/hc/wiki/articles/sales-reports)