Sales, CRM & Commerce · Documentation
Sales
Quotes with customer pricelists and variant matrices, credit holds and backorder policy, subscriptions and ramp schedules, commission plans and rules — the order becomes a warehouse pick without re-keying.
Overview
Quote to order to commission, on contract pricing. Quotes with customer pricelists and variant matrices, credit holds and backorder policy, subscriptions and ramp schedules, commission plans and rules — the order becomes a warehouse pick without re-keying.
Who it's for. Sales operations at distributors and manufacturers running real contract pricing.
Capability reference
22 capabilities ship in this module. Each is a live surface in the app.
- Overview
- Quotes
- Orders
- Customers
- Price Lists
- Pricing Groups
- Sales Teams
- Salespeople
- Territories
- Commission Plans
- Commission Rules
- Sales Goals
- Commissions
- Performance
- Subscriptions
- Subscription Plans
- Ramp Schedules
- Sub · Dunning
- Sub · Pause
- Sub · Trials
- Sub · AI Churn
- Settings
How it connects
Sales shares the platform's single database — the same customers, items, orders, and audit trail as the rest. Related modules: CRM · E-Commerce · Marketing · Contacts.