The sales cycle

This page shows you the full sales cycle in Zinye ERP. Each step flows into the next with a single Create click, so you never re-enter the same details.

The flow

Quotation → Sales Order → Delivery Note → Sales Invoice (delivery and even the order are optional — you can invoice directly when you don’t need them).

1. Quotation

A quotation is a priced proposal to a customer or lead. Go to Selling → Sales → Quotation → New, choose Quotation To (Customer or Lead), add the items and quantities (prices fill in from Item Price), set a Valid till date, and save.

2. Sales Order

When the customer accepts, a sales order confirms the deal. From a submitted quotation, click Create → Sales Order (or make one directly under Selling → Sales → Sales Order). Set the Delivery Date, optionally the customer’s PO number, check the items, then Save and Submit.

3. Delivery Note

When you ship, a delivery note records what left the warehouse and updates your stock. The easy way: open the submitted sales order and click Create → Delivery, which pulls the unshipped items in. Save and submit. (This step is optional — for services or immediate billing you can skip straight to the invoice.)

4. Sales Invoice

Finally, the sales invoice bills the customer and posts to your accounts. Create it from the sales order or delivery note with Create → Invoice. On Submit, it posts the sale, tax, and receivable to your ledger automatically. See Create your first sales invoice for the detailed walkthrough.