Sales orders, estimates and delivery notes

Besides invoices, an order can create a sales order, an estimate or a delivery note in your invoicing software, depending on what it offers. Each has its own workflow in the Workflows tab.

For each, you pick the start date and when the document is created (see Conversion trigger).

• Sales orders (from the Launch plan): with Sellsy, choose their status (draft, validated, accepted); a validated or accepted sales order can be emailed to the customer. Pennylane numbers them on creation and can email them too. With Odoo, the order becomes a sales order in the Sales app: with the Quotation status, it waits for you to confirm it in Odoo; with Confirmed sales order, Odoo creates its delivery order (Inventory app) and you invoice the order from Odoo. Odoo needs a pricelist in the order's currency. With Axonaut, Shopify orders become Axonaut orders.
• Estimates (from the Launch plan): with Sellsy and Pennylane, choose their status and ask for an e-signature.
• Delivery notes (from the Growth plan): leave items out with a regular expression on their SKU (gift cards, for instance), and email them with Pennylane.