Introduction to selling
A neighbouring school wants 20 exercise books from Demo School’s bookshop. The sales journey begins with a price offer, becomes an order when agreed, and ends with delivery and billing. Keeping those records connected makes partial deliveries and returns explainable.
Follow the sale
| Document | Purpose |
|---|---|
| Quotation | A reviewable customer offer with validity and prices. |
| Sales order | The accepted commitment and its fulfillment/billing progress. |
| Delivery | The goods handed over and their stock movement. |
| Sales invoice | The posted charge owed by the customer. |
| Sales return and credit note | The physical return and its financial correction. |
Prepare the records
- Create the customer and catalogue items with the correct currency, units and income accounts.
- For stock deliveries, confirm the posting warehouse, available stock and cost account.
- Agree who may prepare, submit, bill and reverse documents. Available actions depend on both role and document status.
Keep delivery and billing distinct
In Schoolbooks, delivery owns the stock and cost-of-goods movement. Creating an accounting invoice does not silently deliver goods. Delivery and billing progress can therefore differ on the same order.