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?
A sales order is your record of what a customer is buying from you. Every time you sell a firearm...
Quotation vs Sales Order vs Invoice
These three terms come up constantly in CloudFFL. Here is what each one means and how they relate...
The Sales Order Lifecycle
Every sale in CloudFFL follows a consistent path. Understanding this lifecycle helps you know whe...
Making a Sale (Step by Step)
Walk through the complete sales process from start to finish.
Creating a Quotation
Every sale in CloudFFL starts with a quotation. Here is how to create one. Step by Step Go to ...
Adding Products to a Sale
Once you have a quotation open with the customer selected, you need to add the items they are buy...
Confirming a Sales Order
When the customer is ready to buy, you confirm the quotation to turn it into a sales order. Step...
Creating an Invoice
After confirming a sales order, the next step is creating an invoice — the bill you send to the c...
Recording a Payment
Once the invoice is confirmed, you can record the customer's payment. Step by Step Open the co...
Managing Your Sales
How to view, filter, cancel, and refund sales orders.
Viewing & Filtering Sales Orders
CloudFFL gives you multiple ways to view and find your sales orders. Where to Find Sales Orders ...
Canceling a Sales Order
Sometimes a sale falls through — the customer changes their mind, financing is denied, or the ite...
Issuing a Credit Note / Refund
When a customer returns an item or needs a refund after an invoice has been created and paid, you...