Sales

How to get shipping rates for a sales order?

This guide assumes you have setup shipping methods or enabled a shipping integration (e.g. ShipStation) For orders...

Updated Dec 06, 2025

How to setup contacts, invoice and delivery addresses for customers?

To setup contacts, invoice, or delivery addresses for a customer, navigate to Sales -> Customers, or Contacts menu...

Updated Dec 06, 2025

Invoicing policies for products

Default invoicing policy You can set a default Invoicing policy for all products in the Sales -> Configuration ->...

Updated Dec 06, 2025

How to use a different invoice address and delivery address for quotes and orders?

Quotes and order forms, by default, only display one customer address field. This field is used as both the invoice...

Updated Dec 06, 2025

How to set up a quotation template?

Quotation templates can be used to populate a quote/order with predefined products, quantities, pricing, terms &...

Updated Dec 06, 2025

How to use shipping policies?

The quote/order form allows you to choose between 2 shipping policies in the Other Info tab. As soon as possible:...

Updated Dec 06, 2025

Understanding the different invoice status of orders

An order can have one of the following three invoice statuses. The invoice status is visible in the order list view...

Updated Dec 06, 2025

How to invoice a sales order

Invoicing a single order To invoice a single order, open the order form (Sales -> Orders) and click on the Create...

Updated Dec 06, 2025

Managing followers of a quote/order

The Followers feature is a great way to keep your team members notified of important updates to specific...

Updated Dec 06, 2025

Managing sales pricelists

Default / Public Sales Price The default mode only allows one sale price per product. The default sale price is...

Updated Dec 06, 2025