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User Manual · Chapter 3 — Sales

3.4 Menu map

The Sales Management group holds, in order:

  • Sales cockpit — the module at a glance (§3.3).
  • Customers — your customer records and their 360° pages (§3.6).
  • Sales Orders — the commitment stage of the [Standard] path.
  • Credit Holds — every order currently stopped for credit, with its reasons, waiting for release or resolution (§3.5).
  • Waybills — deliveries out of the warehouse [Standard].
  • Sales Invoices — what customers owe; the only selling document [Simple] depth needs.
  • Credit Notes — corrections and returns (§3.5).
  • Receipts — money in, and its allocation to invoices.
  • Customer Statement — a customer's recent history with a running balance (§3.9).
  • AR Aging — who owes you, and for how long (§3.9).

In [Simple] depth you will live in Invoices, Receipts and Customers; Orders, Waybills and Credit Holds belong to the [Standard] path and to companies with credit management on.

Snapshot: portal-v0-2026-11-10