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The Sales Order Lifecycle

The Sales Order Lifecycle

Every sale in CloudFFL follows a consistent path. Understanding this lifecycle helps you know where each order stands.

The Steps

  1. Create a Quotation — Start a new sale, add the customer and products.
  2. Send to Customer (optional) — Email the quotation for review. Useful for larger orders or special requests.
  3. Confirm the Order — Click "Confirm" to turn the quotation into a sales order. A delivery order is created.
  4. Deliver the Products — Hand the items to the customer or ship them. Validate the delivery in CloudFFL.
  5. Create an Invoice — Generate the bill for the customer.
  6. Record Payment — Record when the customer pays (cash, card, check).

Status Badges

As an order moves through the lifecycle, its status changes:

  • Quotation — Draft, not yet confirmed
  • Quotation Sent — Emailed to the customer
  • Sales Order — Confirmed by the customer
  • Locked — Order is complete and finalized
  • Cancelled — Order was cancelled

Tip: For a typical walk-in sale (customer picks a gun, pays, and leaves), you can move through all these steps in just a few minutes. The process is quick once you are familiar with it.

Important: Once an order is confirmed, it is harder to make changes. Always double-check the customer, products, and prices before clicking Confirm.

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