Sales Overview

The Sales area is where transactions happen. Create new orders, schedule services, and review your sales history.

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New

Create sales, quotes, and returns

• Add products/services
• Take payments
• Send receipts

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Schedule

Manage jobs and appointments

• Calendar/list/map views
• Assign technicians
• Drag & drop

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List

Search and export orders

• Filter by status
• View details
• Export CSV

Typical workflow

New Sale → Schedule Service (if needed) → View in List → Track in Reports

Pages

• NewCreate orders, take payments, and send receipts.
• ScheduleCalendar to assign and reschedule service jobs.
• ListSearch, filter, and export your order history.

Before you begin

• Selling products? Ensure inventory exists (Inventory → Procurement)
• Selling services? Set up service profiles (Catalog → Services)
• Taking payments? Complete your business profile first

What's next

• Create an order: Sales → New
• Manage appointments: Sales → Schedule
• Analyze performance: Reports → Sales Report