Sales

Quote to order to fulfillment to invoice. The full sell-side workflow in Workcell.

Sales is where a customer opportunity becomes a paid, shipped order. It covers four record types that hand off to each other in sequence:

  • RFQs capture an inbound request for quote, either typed in or pulled from an emailed inquiry.
  • Quotes turn a request into priced lines you send to the customer for acceptance.
  • Orders are the committed sale. Releasing one signals the rest of the plant to make and ship it.
  • Invoices bill the customer for what shipped. They live in Accounting but are raised against the order.

Alongside those, the Sales section holds the Customers you sell to (accounts, their contacts, and addresses), the items they buy, a fulfillment queue, and a backorders view for lines that could not ship in full.

The lifecycle

A typical deal moves left to right. You can start anywhere: a brand-new quote needs no RFQ, and an order can be created directly without a quote.

Sales lifecycle flow: RFQ to Quote to Order to Fulfillment to Invoice

  1. Intake an RFQ when a customer asks "what would this cost?" Review the lines, then convert it to a quote. See Intake an RFQ.
  2. Create a quote, add priced lines (including volume price breaks), and send it. The customer accepts or rejects. See Create a quote.
  3. Convert the accepted quote to an order. The order is the firm commitment. See Convert a quote to an order.
  4. Release the order to signal demand to planning and production. See Release an order.
  5. Fulfill the order as stock is picked and shipped. See Fulfill an order.
  6. Invoice the customer for what shipped and track payment. See Invoice an order.

Where to go next