Sales

Product Variants (Attributes)

Variants let you offer different versions of the same product - sizes, colours, materials - without creating separate product records.

Enabling Variants

1. Open a product form → go to Variants tab.
2. Click Add Attribute.
3. Select existing attribute (Size, Colour) or create a new one.
4. Add attribute values (e.g. S, M, L, XL).
5. Quickenerp auto-generates product variants for every combination.
6. Each variant has its own Internal Reference, Barcode, Sales Price, and Cost.
7. Click Save. Variants appear as sub-lines in the Variants tab.

Managing Attributes

Go to Sales > Configuration > Attributes.

Variant Pricing

Each variant can have its own price:

1. In the Variants tab, click the variant (e.g. "Chair - Black").
2. Sub-form opens. Change Sales Price and Cost.
3. Set unique Internal Reference for warehouse picking.
4. Each variant can also have its own Image.

Variant Limits

Too many combinations bloat the database (5 sizes → 10 colours → 3 materials = 150 variants). Consider:

• Use Dynamic/Grid View for products with many variants.
• Create separate parent products for distinct lines.

Recent Improvements

• Variant Grid View - Edit all variant prices, SKUs, barcodes in a spreadsheet-like grid.
• Bulk Variant Update - Change price/cost for all variants at once.
• Attribute Matrix - Visual grid of all variant combinations with stock (Enterprise).

Creating Invoices from Sales Orders

Invoicing Policies - Detailed

Manual Invoice Creation

1. Open sales order → click Invoice smart button → Create Invoice.
2. Choose: Ordered Quantities, Delivered Quantities, or Down Payment.
3. Click Create & View Invoice. Draft invoice opens in Accounting.
4. Review → click Confirm to post.
5. Send to customer via "Send & Print".

Down Payments

1. Click Create Invoice > Down Payment.
2. Choose: Fixed Amount (e.g. ) or Percentage (e.g. 50%).
3. Down payment invoice created. Deducted from final invoice total.

Credit Notes & Refunds

1. Open posted invoice → click Add Credit Note.
2. Choose: Partial Refund (select lines/amount) or Full Refund.
3. Select reason: Product Defect, Customer Return, Goodwill.
4. Check "Re-inventory Products" if returning to stock.
5. Click Create Credit Note → review → confirm to post.

Multi-Currency Invoicing

• Invoice uses same currency as sales order.
• Exchange rates locked at invoice creation time.
• Exchange gain/loss recorded on payment reconciliation.

Recent Improvements

• Bulk Invoice Creation - Select multiple orders → Actions → Create Invoices.
• Auto Email Invoices - Automatically email invoice when confirmed.
• Invoice Preview - See amounts before creating.

The Sales Module in Quickenerp

The Sales module manages the entire sell-side lifecycle - from quotation to cash. It is one of the most-used modules and integrates deeply with Inventory (stock availability & delivery), Accounting (invoicing & payments), CRM (lead-to-order conversion), Manufacturing (make-to-order), and Projects (service delivery).

Core Concepts

The Sales-to-Cash Lifecycle

1. Quotation - Create and send a quotation to the customer.
2. Confirmation - Customer accepts or you confirm manually. Status becomes Sales Order.
3. Delivery - Products are picked, packed, and shipped. Delivery order validated in Inventory.
4. Invoicing - Invoice created and sent to the customer.
5. Payment - Customer pays. Payment reconciled in Accounting.
6. Done - Fully delivered and fully invoiced.

Integration Points