Sales Overview

The Sales section is where money moves: create orders, returns, and quotes; schedule and dispatch service jobs; and search, filter, and export your full order history.

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New

Create sales, returns & quotes

• Add products & services
• Take payments
• Apply loyalty & pricing rules

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Schedule

Dispatch service jobs

• Calendar, list & map views
• Assign technicians
• Print & send dispatch

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List

Manage all orders

• Filter & search
• Export CSV
• Edit, invoice & convert

Pages in this section

• NewCreate orders, returns, and quotes at the register.
• ScheduleSchedule and dispatch service work to technicians.
• ListSearch, filter, and export your order history.

What's next

• Ring up your first order: Sales → New
• Book service work: Sales → Schedule
• Find any order: Sales → List