Sales overview
Selling in Pikselis Business is a chain of documents. You can start at any step: a walk-in sale is just an invoice, while a B2B deal may go through every stage.
| Step | Document | What it does | Where |
|---|---|---|---|
| 1 | Quote (offer) | A priced proposal with an expiry date. No stock or accounting effect. | Sales → Quotes |
| 2 | Order | The customer's confirmed purchase. Reserves stock, tracks delivery and payment. Web-shop orders arrive here. | Sales → Orders — Creating an order |
| 3 | Proforma (advance invoice) | A request for prepayment. Not a VAT invoice; the payment becomes a buyer advance. | Sales → Advance invoices |
| 4 | Invoice (sale) | The VAT invoice. Takes goods out of stock, books revenue and the customer's debt. | Sales → Invoices — Creating a sale (invoice) |
| 5 | Payment | Bank, cash or card payment matched to the invoice. | Payments — Bank statements |
Each document converts into the next one with a button in its header (Convert to…, Create an invoice), so buyer, lines and prices are typed once.
Statuses
Quotes, orders and proformas each have their own status list under Sales → … → Statuses. A status can trigger an email to the customer (Order status change email) and decides which orders count as open in reports.
Recurring invoices
Sales → Recurring issues the same invoice on a schedule (monthly hosting, subscriptions, rent). Set the template invoice, the interval and the start date; the system creates and optionally sends each invoice on the due day.
Sending and templates
Every document has a PDF and an email template. Layouts are edited under Documents — Order, quote and proforma PDF templates, Invoice PDF templates, Email templates. Sales → Invoices → Invoices to send lists invoices that still need to be emailed.
Shipping
On an order, the Delivery information tab connects to carriers (Omniva, Venipak, DPD and others via plugins) to create the shipment and print the label.
Reports
Sales → Orders → Order report and Accounting → Turnover → Sales report summarise sales by period, customer, product and channel; the Dashboard shows the same numbers at a glance.