31 July 2026

Sales Management

Feature Summary: Sales management combines quoting, converting to an order, and shipping into a single flow. Every document is tied to an account, line items come from product cards, and totals are calculated automatically. Quotes can be revised, approved, turned into sales orders, and finally shipped via delivery notes.

Raw Markdown (.md)

Sales management combines quoting, converting to an order, and shipping into a single flow. Every document is tied to an account, line items come from product cards, and totals are calculated automatically. Quotes can be revised, approved, turned into sales orders, and finally shipped via delivery notes.

Sub-Features

Sales Quotes

The quote feature prepares the pricing you'll present to a customer, with line items, discounts, …

Quote Revisions

Revisions keep every new version of a quote without deleting the previous one. Line and …

Sales Orders

A sales order is the official record of work agreed with a customer. Order lines …

Delivery Notes (Shipping Documents)

A delivery note documents goods leaving the warehouse and being delivered to the customer. Shipped …

Sales Approval Flow

The approval flow leaves accepting or rejecting quotes to an authorized user. Approval and rejection …

Plugin Store

Related Plugins

Recommended plugins and additional modules that can work integrated with this feature.

Finis B2B Wholesale Customer Portal

By Portal Solutions

Empower wholesale buyers to check stock, place orders, and download account statements.

Finis Barcode & Warehouse RFID Scanner

By Warehouse Automation

Handheld scanner integration for real-time inventory counts and bin location tracking.

Excel & CSV Smart Batch Importer

By Data Tools Inc.

High-speed bulk CSV/Excel data mapper for inventory items, ledger accounts, and invoices.

Finis Code ERP

Finis Code

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Cloud Organization — info@finis.com.tr

TABLES

Currents

Contacts

Potential Customers

Opportunities

Sales Offers

Sales Orders

Purchase Requests

Purchase Orders

delivery notes

Invoices

Chart of Accounts

Accounting Vouchers

safes

Bank Accounts

Checks and Promissory Notes

Cost Centers

Budgets

Expense Categories

expenses

Fixed Assets

Product Recipes

Production Orders

General Settings Search Results Users Contacts Çağrı Güngör

Çağrı Güngör

Name Çağrı

Surname Güngör

Email —

Telephone —

Situation ACTIVE

Active true

Creation Date 28.07.2026 15:27

Updated Date 30.07.2026 10:45

Bound Current fe08041d-9af8-4ad3-b067-85e9ca519357

Registration Number 1458eac7-bce4-4438-aa51-97a745db7095

Organization 89091c80-6595-4a83-9df2-ff8adcdf9fd0

Is it deleted? false

FINİS AI

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Hello how are you

I'm fine, how are you? How can I help you?

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Cloud Organization — hasancagrigungor@gmail.com

Service: Active v0.0.4

Other Features

Account Cards

Product Cards

Sales Quotes

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