The Sales Management group holds, in order:
- Sales cockpit — the module at a glance (§3.3).
- Customers — your customer records and their 360° pages (§3.6).
- Sales Orders — the commitment stage of the [Standard] path.
- Credit Holds — every order currently stopped for credit, with its reasons, waiting for release or resolution (§3.5).
- Waybills — deliveries out of the warehouse [Standard].
- Sales Invoices — what customers owe; the only selling document [Simple] depth needs.
- Credit Notes — corrections and returns (§3.5).
- Receipts — money in, and its allocation to invoices.
- Customer Statement — a customer's recent history with a running balance (§3.9).
- AR Aging — who owes you, and for how long (§3.9).
In [Simple] depth you will live in Invoices, Receipts and Customers; Orders, Waybills and Credit Holds belong to the [Standard] path and to companies with credit management on.