Sales
The document flow
Section titled “The document flow”Sales in Orbit follows the natural lifecycle from quote to cash:
Quotation → Sales Order → Sales Invoice → Payment
- Sales Quotations — draft pricing for a customer before they commit. A quotation converts directly into a Sales Order with one action, carrying its lines, pricing, and discounts across rather than requiring re-entry.
- Sales Orders — the committed order. Draft orders remain editable (lines, quantities, pricing) until fulfillment starts.
- Sales Invoices — a real, separate record from the order it came from, not just an order relabeled “invoiced.” This is what drives Accounts Receivable.
- Customer Advances — payments taken ahead of invoicing, tracked separately so they net correctly against the invoice they eventually apply to.
Pricing
Section titled “Pricing”- Line-level and order-level discounts, either flat or percentage.
- Editable unit price — override the catalog price per line when a deal calls for it, without needing a separate price-list workaround.
Partial payments
Section titled “Partial payments”A Sales Invoice tracks its actual balance — recording a partial payment doesn’t mark the whole invoice paid. Accounts Receivable aging always reflects what’s genuinely still owed, not just whether any payment has been recorded.
Fulfillment
Section titled “Fulfillment”Confirming a Sales Order’s fulfillment moves it through Orbit’s real warehouse engine — it reserves and deducts stock the same way every other module that touches inventory does, rather than adjusting a quantity field on the sales record directly. See Inventory & Warehouse for shipment tracking.
Approvals
Section titled “Approvals”Sales Orders can be routed through Orbit’s approval workflow before they’re confirmed, the same generic approval system used across other modules.
See also: Purchase for the mirror-image flow on the buying side, and CRM for the leads/opportunities that turn into these orders.