1
Create a quotation
Open Sales → Transactions → Quotations and choose New. Pick the customer and add items. Discounts above your threshold go for approval automatically.
2
Send it
Print or email the quotation from the header actions. The customer can accept it from the portal if you have enabled it.
3
Confirm as a sales order
Convert the accepted quotation to a sales order. Confirming reserves stock and reserves the customer’s credit.
4
Deliver and invoice
Create the delivery, then the invoice from the order. The invoice posts to Accounting and the order shows its progress.
5
Collect payment
Open Sales → Invoicing → Payments Received to record the receipt.

10 min

Create teams and territories, set targets and commission rules.

1
Create teams
Open Sales Management → Sales Ops → Sales Teams and add teams with a lead and members.
2
Define territories
Open Territories and group customers by region or segment.
3
Set targets
Open Targets and assign a target per person or team for the period.
4
Add commission rules
Open Configuration → Commission Rules to define rates; Commissions then calculates what each person has earned.
5
Track performance
Open Reports → Sales Performance for the funnel, pipeline, win/loss and forecast against actual.

6 min

Set the discount threshold and credit limits so risky orders are checked.

1
Set the threshold
Open Configuration → Sales Settings → Discount Approval and set the percentage above which a manager must approve.
2
Set credit limits
Open the customer and enter its credit limit. Confirming an order reserves credit; cancelling releases it.
3
Review exposure
Open Reports → Sales Performance → Credit Exposure to see who is near their limit.

6 min

Give customers a portal login to view and accept quotations.

1
Enable the portal
Open Configuration → Portal Settings and switch the portal on.
2
Invite the customer
Open Customers → Customer Portal Users and add a contact.
3
Send the quotation
Share the quotation; the customer reviews and accepts or declines it from the portal, and the result is recorded on the document.