Sales Overview
The Sales module is where a prospective customer is turned into a confirmed, paid-up unit owner. It walks an enquiry through four connected stages, and at each step it keeps your inventory honest by driving the status of the unit being sold. Nothing in Sales happens in isolation: a quotation places a hold on a unit, a confirmed Sales Order books it, and a completed order registers it.
The Sales Pipeline
The pipeline has four stages. Each one builds on the previous, and you can always trace a registered unit back to the original enquiry that started it.
- Lead — Capture an enquiry (name, phone, interest). When the prospect is serious, convert the lead into a Buyer party so they can transact.
- Quotation — Offer one or more units at a price, with discounts and taxes. You can place the unit on hold while the customer decides.
- Sales Order — Confirm the booking. The Sales Order is the commercial contract: multi-buyer, multi-unit, with a payment schedule and a full payment timeline.
- Sales Invoice — Raise the formal financial document against the order and track money received versus money due.
How Each Stage Drives Unit Status
A unit can only be sold once, so the system protects it as the deal advances.
The unit status (one of DRAFT, AVAILABLE, BLOCKED, BOOKED, ADVANCED,
REGISTERED, CANCELLED, FROZEN) changes automatically as the sale moves
forward — you never edit it by hand from the unit screen.
| Sales action | What happens to the unit |
|---|---|
| Quotation places a hold | Unit moves out of AVAILABLE and is reserved against that quotation |
| Quotation cancelled / hold released | Unit returns to AVAILABLE |
| Sales Order set to ACTIVE | Unit becomes BOOKED |
| Sales Order AGREEMENT_SIGNED | Unit reflects agreement-signed progress |
| Sales Order COMPLETED | Unit becomes REGISTERED |
| Sales Order CANCELLED or FORFEITED | Unit returns to AVAILABLE |
This two-way link means your availability list, SVG layouts, and reports are always in sync with what Sales has actually committed. For the full set of transition rules, see the Status & Lifecycle reference.
Where to Go Next
- Leads — capture and qualify enquiries, then convert to buyers.
- Quotations — price units, hold inventory, and share offers.
- Sales Orders — confirm bookings and track collections.
- Sales Invoices — raise invoices and reconcile payments.
All money figures across the pipeline use one shared formula. If you ever need to know exactly how grand total, discount, GST, TDS, and final amount are derived, read the Sales Calculations reference.
Who Can Do What
Access follows your organization and subproject roles. A Sales Staff member typically creates leads, quotations, and draft Sales Orders; a Sales Head reviews and advances them; Finance and Admin handle invoicing and payment edits. If an action is hidden or blocked, it is because your role does not include that permission for the subproject in question.