Let's start with a quick explanation on erplain's sales process. There are 4 types of documents: "Estimate", "Sales order", "Shipping Order" and "Invoice". You can start the sales process by creating an Estimate, a Sales Order or an Invoice. A Shipping Order is created from a Sales Order and an Invoice is the last step of the process. All these documents related to the same Order share the same "Sale number". To illustrate creating your first sale in erplain, we will start by creating an invoice. Your stock levels will be adjusted automatically when creating a Shipping Order or an Invoice.
You can also watch a short tutorial video in our Videos section.
Here is how to create an invoice (it works the same way to create an Estimate or Sales Order):