Manage the complete sales cycle from quote to collection

Sales

The Sales module manages the customer journey from quotation through order, delivery, invoicing, and collection. It also controls returns and commissions, with printing and analytics for revenue, balances, and performance.

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11Completed features
10Reports and analytics
7Documented lifecycles
19Sales settings

Inside the system

Real screens from the system

Features

01

Sales settings

Configure inventory, approvals, payments, taxes, commissions, and accounting policies.

  • Choose whether stock is deducted at invoicing or delivery confirmation.
  • Set approval flow, payment terms, and quotation validity.
  • Enable delivery notes, commissions, and automatic delivery creation.
  • Map revenue, cost, receivables, tax, and discounts to their accounts.
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02

Quotations

Create priced offers and track the customer decision through order conversion.

  • Add products, quantities, prices, discounts, and taxes.
  • Send the offer and record acceptance, rejection, or expiry.
  • Convert an accepted quotation into a linked sales order.
  • Duplicate a previous quotation as a fresh draft with new numbering and dates.
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03

Sales orders

Confirm customer demand and track delivered and invoiced quantities through closure.

  • Create an order directly or from an accepted quotation.
  • Confirm the order after ensuring it contains at least one line.
  • Track partially or fully delivered and invoiced quantities.
  • Close the order or duplicate it as a new draft when needed.
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04

Sales invoices

Issue invoices, post their financial and inventory impact, and track collection.

  • Create a standalone invoice or use uninvoiced quantities from an order.
  • Move the invoice through approval before posting.
  • Create the accounting and cost-of-sales impact automatically on posting.
  • Track paid and due amounts, including partial, full, and overdue states.
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05

Sales returns

Record invoice-linked or standalone credit notes and reverse their effects.

  • Create a return from a posted invoice, as standalone, or in mixed mode.
  • Prevent invoice-linked items from exceeding the returnable quantity.
  • Approve and post the return to reverse revenue and cost and restore stock.
  • Cancel a posted return by reversing its entries and removing restored stock.
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06

Delivery notes

Manage shipping, partial delivery, carrier tracking, and inventory impact.

  • Create a delivery note only from a confirmed sales order.
  • Deliver an order in batches without exceeding its remaining quantity.
  • Record shipment, tracking, and final receipt details.
  • Deduct stock on confirmation or defer it to invoicing according to settings.
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07

Sales payments

Record customer collections and allocate them to invoices and installments automatically.

  • Collect a posted invoice by cash, transfer, check, or card.
  • Prevent collection above the outstanding balance.
  • Post the collection to the receiving account and receivables.
  • Allocate the amount to the oldest unpaid installment and update invoice status.
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08

Sales commissions

Calculate salesperson commissions with flexible rules and track approval and payment.

  • Define percentage, per-unit, or per-invoice commissions.
  • Target rules to a salesperson, product category, or specific product.
  • Order rules by priority, then choose the most specific match.
  • Approve and pay commissions individually or in bulk.
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09

Tiered pricing

Apply quantity-based pricing tiers with two price types.

  • Organize prices into quantity-based tiers.
  • Use two price types within tiered pricing.
  • Manage quantity pricing as a completed part of the sales cycle.
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10

Reports and analytics

Analyze revenue, customers, products, collection, aging, conversion, and profitability.

  • Review sales totals, net sales, collected amounts, and outstanding balances.
  • Compare performance by product, customer, salesperson, and category.
  • Track time trends, receivables aging, and collections.
  • Measure quote-to-order-to-invoice conversion and product profitability.
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11

Print and documents

Prepare sales document data for printing in Arabic or English.

  • Print quotations, orders, invoices, delivery notes, and returns.
  • Include company, branch, customer, item, and total details.
  • Choose Arabic or English, with English fallback when Arabic text is absent.
  • Render the document total in words using the company currency.
Read the docs

Workflow

Core sales workflow

1

Prepare quotation

Enter the customer, items, prices, discounts, and taxes, then send the offer.

2

Record customer decision

Record acceptance or rejection, or let the offer expire at its validity date.

3

Convert to order

Convert the accepted quotation into a linked sales order.

Automatic
4

Confirm and deliver

Confirm the order and create full or partial delivery notes with shipment tracking.

5

Create and approve invoice

Create the invoice from remaining quantities or directly, then complete approval.

6

Post invoice

The system creates accounting and cost impact and updates inventory and the order according to settings.

Automatic
7

Collect payments

Record payments to reduce the balance, update invoice status, and allocate installments.

Explore the complete workflow

Document lifecycle

Quotation

DraftSentAcceptedRejectedExpiredConvertedCancelled

Converting an accepted quotation creates a linked sales order.

Sales order

DraftConfirmedPartially deliveredFully deliveredPartially invoicedFully invoicedClosedCancelled

Delivery and invoicing progress updates automatically from processed quantities.

Sales invoice

DraftPending approvalApprovedPostedPartially paidPaidOverdueCancelled

Posting creates accounting and cost impact, plus inventory impact when configured.

Sales return

DraftPending approvalApprovedPostedCancelled

Posting reverses revenue and cost and restores tracked inventory.

Delivery note

DraftConfirmedShippedDeliveredCancelled

Cancellation after confirmation restores stock and delivered quantities when the deduction setting applies.

Sales payment

DraftPostedCancelled

Posting updates the invoice balance and installments; cancellation reverses those effects.

Sales commission

PendingApprovedPaidCancelled

A pending commission is created when an invoice is posted and commissions are enabled.

Works with

Accounting

Posts invoices, payments, and returns to accounting and uses amount-in-words conversion for printing.

Inventory

Deducts tracked stock at invoicing or delivery and restores it on cancellation or return.

Core

Uses customer, product, unit, tax, currency, branch, and warehouse master data.

Reports

Sales summary

Summarizes quotations, orders, invoices, returns, net sales, collection, and balances.

Sales by product

Shows quantity, revenue, discounts, cost, and profit for each product.

Sales by customer

Shows invoice count, revenue, outstanding balance, and last invoice by customer.

Sales by salesperson

Compares revenue generated across salespeople.

Sales by category

Groups revenue by product category.

Sales trends

Tracks invoices, returns, and net sales over time.

Overdue invoices and aging

Lists overdue invoices with balances and classifies them by age.

Payment collection

Groups received payments by period and payment method.

Conversion funnel

Measures conversion from quotations to orders and then invoices.

Profit by product

Shows gross profit and margin percentage by product.

See Moon ERP on your own business

Illustration — Sales — Moon ERP