Sales
Quotations, sales orders, delivery, and customer billing.
Sales
Quotations, sales orders, delivery, and customer billing.
Overview
This guide covers sales workflows in EGKits SaaS V10. Follow the sections below for setup, daily operations, and troubleshooting.
Quotation workflow
Configure Quotation workflow according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.
Sales orders
Configure Sales orders according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.
Delivery and billing
Configure Delivery and billing according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.
Returns
Configure Returns according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.
Troubleshooting
| Issue | Resolution |
|---|---|
| Missing menu item | Verify module is enabled and role permissions are assigned |
| Validation error | Check required master data and fiscal period status |
| Integration failure | Review API credentials and endpoint version |
Related guides
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