Sales

The Sales module covers everything from a customer's first enquiry through to a paid invoice — and the adjustments (returns and credit notes) that sometimes follow. It is the "order-to-cash" side of Ace CBM.

This section is written for the people who use Sales every day: sales coordinators, billing clerks, store/dispatch staff, and accounts receivable teams. It explains what each document is for, how the documents flow into one another, and gives step-by-step instructions for the common tasks.

The order-to-cash flow

A typical sale moves through the module like this:

Customer Inquiry  →  Sales Order  →  Sales Invoice  →  Payment (Accounts Receivable)
                                          │
                                          ├──►  Sales Invoice Return  (goods come back)
                                          └──►  Credit Note           (money is adjusted)

• You don't have to use every step. Many businesses start at the Sales Order, or even raise a Sales Invoice directly.
• Each document usually carries forward the details of the one before it, so you rarely re-key information.

📷 Image placeholder — Order-to-cash flow diagram

A clean left-to-right flow diagram showing the five Sales documents as boxes (Customer Inquiry → Sales Order → Sales Invoice → Payment), with two branches off the Sales Invoice pointing to "Sales Invoice Return" and "Credit Note". Use the Ace CBM blue for the primary path and a muted grey for the return/credit branches.

Documents in this module

Document	What it's for	Typical trigger
Sales Orders	A confirmed commitment to supply goods/services to a customer	Customer places an order or PO
Sales Invoices	The bill you send the customer; moves stock and posts to receivables	Goods/services are delivered
Sales Invoice Returns	Records goods a customer sends back after invoicing	Customer returns items
Credit Notes	A financial adjustment that reduces what a customer owes	Overcharge, discount, or return settlement
Customer Inquiries	Captures a pre-sales enquiry before it becomes an order	Customer asks for a quote or information

Concepts you'll see throughout

• Customer (Party). Every Sales document is raised for a customer. Customers are set up once in the Customer module and then selected here.

• Items and services. A document can contain stock items (which affect inventory) and services (which don't). Each line has a quantity, rate, discount, and tax.

• Addresses. Documents carry a billing address, a shipping address, and — on invoices — a dispatch address. These default from the customer but can be changed per document.

• Tax groups & GST. Each line is taxed according to a tax group. On invoices, Ace CBM can also generate an e-Way Bill and e-invoice (IRN) where required.

• Status. Every document has a status that controls what you can do with it. The common Sales Order statuses are:

  Status	Meaning
  Pending	Created but not yet approved
  Approved	Reviewed and confirmed; can proceed to invoicing
  Hold	Temporarily parked
  Rejected	Not approved
  Cancelled	Voided; no longer actionable
  Closed	Fully fulfilled (or manually closed)

• Amendments. When you change an approved document, Ace CBM records an amendment number and date so there's a clear history of revisions.

• Documents/attachments. Every screen has a Documents tab where you can attach files (customer PO, signed delivery note, etc.).

Before you start

To raise Sales documents you need:

1. At least one customer set up (see the Customer module).
2. The items or services you sell set up (see the Item module).
3. Permission to the relevant Sales screens (ask your administrator if a screen or button is hidden — visibility is controlled by your role).

Where to go next

• New to selling in Ace CBM? Start with Sales Orders.
• Just need to bill a customer? Go to Sales Invoices.
• Handling a return or an adjustment? See Sales Invoice Returns and Credit Notes.