The Sell Module in Sevenledger is designed to manage the entire lifecycle of a customer transaction. It acts as the command center for your revenue operations, allowing you to convert customer interest into committed inventory, issued invoices, and recognized revenue.
Whether you are a wholesaler managing complex shipments or a service provider issuing quick bills, this module ensures your sales data is accurate, accessible, and integrated with your inventory.
The Order-to-Cash Workflow
Managing sales involves moving data through specific stages to ensure inventory is deducted correctly and accounting ledgers are balanced.
Confirm the Order
Create a Sales Order to confirm pricing and reserve inventory. This is your internal blueprint for fulfillment.
Bill the Customer
Convert the order into an Invoice. This officially records the revenue in your accounts receivable.
Collect Payment
Record payments against the invoice to close the loop and update your cash flow.
Manage Exceptions
If goods are returned, issue a Credit Note to handle refunds or store credits efficiently.
Core Features
Explore the guides below to master the specific tools within the Sell module.
Common Actions
Linking Documents
The Sell module relies on a “linked document” architecture. You generally do not need to re-enter data.
- From Order to Invoice: Open a confirmed Sales Order and click Create Invoice to carry over all line items automatically.
- From Invoice to Credit: Open a paid Invoice and click Create Credit Note to reverse specific items.
Tracking Status
Every document in the Sell module features a status bar (e.g., Draft, Sent, Paid, Void). Use the Documents Sidebar on any record to see the real-time status of related transactions without leaving the page.