Sales
Sales is how a machine gets from a quote to a working device on a customer's floor. A deal is the agreement; inside it, each machine is a build — a bill of material that gets ordered, allocated from stock, dispatched, invoiced, registered as an asset and finally installed.
The structure is fixed on purpose. A build is not a free-text line: it is a list of components, and that list is what stock is allocated against.
What you can do here
- Raise a deal for a customer and set how it will be priced and billed.
- Add a build for each machine, and give it its bill of material.
- Allocate stock, raise backorders, dispatch and invoice — each build separately.
- Register the delivered machine as an asset and transfer its ownership.
- Raise the runup and install jobs that put it into service.
What you will meet
A deal belongs to a customer and may be financed by a finance agent. A
build is one machine within it, new or refurb. A build's bill of
material is its component list. Pricing level and invoicing level
decide the granularity at which the deal is costed and billed — the two settings
that cause the most confusion, and the ones worth reading about first.
Every deal is backed by a sales order in Stock; the deal is the sales view of it.
Where to go next
- New to this? Read a deal and its builds
- Setting a deal up? Set a deal's pricing and invoicing
- Checking a detail? Pricing and invoicing levels and The build progress track
- Want to know why? Why a build is a bill of material