Sales

Sales play an essential part in a business. They are responsible for generating revenue and for sustaining business operations. Sales are the reason why businesses can enter new markets, increase market share, and expand customer base – which gives businesses the opportunity to invest in development, marketing, and overall structure that will lead them to further growth and success.

In this guide, we will provide you a thorough overview of your Sales module. To navigate to it, you can find Sales in your left menu.

In your Sales view, you can track the statuses of all of your Sales orders by their number, date, customer, and location. You can modify this view by clicking Filters.

To learn more about how you can manually create Sales Orders in Stock&Buy, you may refer to our guide about Creating Sales Orders.

---

Filters

To make your Sales order management and tracking easier, you can modify the view according to:

• Order Status
• Payment Status
• Sales Rep.
• Stock Status
• Shipping Status
• Location
• Order creation date
• Tagged with
• By a specific product
• Deleted orders

You can save multiple filter views by clicking Save View after clicking Apply Filters.

Status

Stock&Buy provides you a way to take full control of your order management as it represents your day-to-day business operations. You can designate a certain status for your orders in your Sales view to be processed by your company.

Order Status

The order status indicates which state your orders are currently in. It has four variations that you can filter out in your Sales view.

Quote	A quotation or estimate of the order from your customer. Details such as the customer’s information, the specific products being ordered, quantities, pricing, delivery, payment terms, and any additional terms and conditions are entered in the system.
Allocated	Inventory has been assigned or reserved to the customer to fulfill their order.
Invoiced	A request for payment and detailed summary of the transaction is provided to the customer.
Shipped	The products or goods have been physically dispatched to the customer.

Payment Status

The payment status indicates your order’s current state of the payment transaction. It shows whether the order has been successfully completed.

Unpaid	A payment has not been made or received.
Partially Paid	A payment has been made but the full amount owed has not been covered.
Fully Paid	A full payment has been made for the transaction.

The yellow circle in your Sales view indicates the state of the payment transaction of each order.

Stock Status

Refers to the current condition or availability of your products that are in placed with the orders that you have created. This indicates whether the items in your Sales order are on hold, don’t have enough stock to fulfill the order, or they’re fully allocated and are ready for shipment.

On Hold	The fulfillment or processing of the order is temporarily delayed or postponed.
Awaiting Stock	Orders that have line items that are not replenished yet for fulfillment.
Ready To Ship	Orders that have allocated items and are ready for shipment.

Shipping Status

This refers to the current progress of the orders that you have as it gets dispatched to your customer or your recipient. Stock&Buy offers you the option to Pick, Pack, and Dispatch your orders to reflect the current state of your orders.

You can also have this option to Pick, Pack, and Dispatch multiple orders via your Sales view:

The blue circle in your Sales view indicates the Shipping Status for your tracking convenience

Other Filters

Sales Representative	This is the user who is a member of your account that creates the order on your Sales module. You can filter this option by their name to see which orders were made by them. You can refer to this guide on how you can manage your team and invite members to join your Stock&Buy account.
Location	Filtering out your Sales view per location will show up orders based on your warehouses where the line items or products will be shipped from.
Order creation date	This indicates the exact date when your Sales orders are created in the platform to make it easier for you to track how many orders were created on the filtered date.
Order shipping date	This filter displays orders that have been shipped within your selected date ranges.
Tagged with	This filter indicates orders in which you have added annotations or tags, in order to group or make a selection of different types of Sales orders that you have created.
By a specific product	This filter helps you identify which orders have similar line items or products that are associated with them. Enables you to track how many orders have the most allocation among your products.
Deleted Orders	Enables you to check orders that did not make it into fulfillment or has been deleted in your account.

Import Sales Orders

Stock&Buy enables you to import orders to your account in addition to creating orders in your Sales module. By uploading one using our template, you can import your sales orders using CSV files. Orders from your Shopify and WooCommerce stores can also be imported.

You can refer to our Dealing with CSV files guide for instructions on how to upload using this file format.

Import Orders from a CSV file

You can import your orders using a spreadsheet applications like Microsoft Excel, Google Sheets, or Numbers for MacOS. You can download our spreadsheet template and make changes to it at your convenience. The system will update with all of your imported Sales orders by re-uploading the file again.

You can refer to our Bulk Import Sales Orders guide to learn more about the columns in the CSV file template.

Import Orders from your Shopify or WooCommerce store

You can sync your sales orders that were created using Shopify or WooCommerce if you already have one of those stores set up. The length of time it takes to complete the sync depends depend on how many orders you have in each store. Simply select the store from which you want to import your orders and then pick the time frame that best suits your needs.