Sales Orders
How to create quotations, confirm sales, and manage invoices.
Understanding Sales
Key concepts behind the sales process in Odoo.
What is a Sales Order?
What is a Sales Order? A sales order is your record of what a customer is buying from you. Every...
Quotation vs Sales Order vs Invoice
Quotation vs Sales Order vs Invoice These three terms come up constantly in CloudFFL. Here is wh...
The Sales Order Lifecycle
The Sales Order Lifecycle Every sale in CloudFFL follows a consistent path. Understanding this l...
Making a Sale (Step by Step)
Walk through the complete sales process from start to finish.
Creating a Quotation
Creating a Quotation Every sale in CloudFFL starts with a quotation. Here is how to create one. ...
Adding Products to a Sale
Adding Products to a Sale Once you have a quotation open with the customer selected, you need to...
Confirming a Sales Order
Confirming a Sales Order When the customer is ready to buy, you confirm the quotation to turn it...
Creating an Invoice
Creating an Invoice After confirming a sales order, the next step is creating an invoice — the b...
Recording a Payment
Recording a Payment Once the invoice is confirmed, you can record the customer's payment. Step ...
Managing Your Sales
How to view, filter, cancel, and refund sales orders.
Viewing & Filtering Sales Orders
Viewing & Filtering Sales Orders CloudFFL gives you multiple ways to view and find your sales or...
Canceling a Sales Order
Canceling a Sales Order Sometimes a sale falls through — the customer changes their mind, financ...
Issuing a Credit Note / Refund
Issuing a Credit Note / Refund When a customer returns an item or needs a refund after an invoic...