Sales

The Sales module in Deepser extends the CRM with tools for managing the full sales cycle, from product catalogs and price lists through quotes, orders, invoices, and shipments. It also supports billing for contracts, worklogs, and inventory movements. This section covers product and catalog configuration, as well as billing across multiple modules.

Articles

• SalesManage quotes, orders, invoices, and shipments within the CRM Sales module.
• Billing OverviewLearn how billing works across different modules including orders, contracts, worklogs, and movements.
• Catalog and Price ListConfigure the product catalog and price list types for the Sales module.
• ProductCreate and manage products including pricing, linked products, and invoice quantity rules.
• Price ListCreate and manage price lists with customized pricing rules based on products, quantity, and price.
• Order BillingGenerate invoices from orders using the built-in Invoice button.
• Operation BillingConfigure a custom invoice button on Service Operations for pre-filled invoice forms.
• Lines BillingLearn three methods for billing contract lines: button, mass action, and automatic invoicing.
• Worklogs BillingInvoice worklog activities linked to Service Operations using the DeepSales Invoice module.
• Movements BillingConfigure and invoice inventory movements linked to Service Operations.