Sales

The Sales module lets you manage your entire sales cycle — from quotations to sales orders, through invoices and deliveries.

Home > Selling

Sales cycle documents

The typical sales flow in SawaSuite follows these steps:

Customer → Quotation → Sales Order → Delivery Note → Sales Invoice → Payment

You do not have to follow every step. You can create an invoice directly without going through a quotation.

1. Customers

A customer is a person or company you sell to.

Home > Selling > Customer

Create a customer

1. Search for Customer and click + Add
2. Fill in:
   • Customer Name — Name or business name
   • Customer Type — Company or Individual
   • Customer Group — Category (Commercial, Individual, etc.)
   • Territory — Country or region
3. In the Contact tab, add the WhatsApp phone number for automatic notifications
4. Save

WhatsApp

The primary contact's phone number is used for automatic WhatsApp notifications (invoices, payment reminders). Make sure it is in international format (e.g., +237 6XX XXX XXX).

2. Quotations

A quotation (or proforma) is a commercial proposal sent to the customer.

Home > Selling > Quotation

1. Click + Add a Quotation
2. Select the customer (or lead)
3. Add items with quantities and rates
4. Set the valid until date
5. Save and submit

The customer can accept or decline. If accepted, you can convert the quotation to a sales order in one click.

3. Sales Orders

A sales order confirms a sale.

Home > Selling > Sales Order

A sales order can be created:

• From an accepted quotation (click Create > Sales Order)
• Directly without a prior quotation

A sales order lets you:

• Plan deliveries
• Reserve stock
• Track order progress

4. Delivery Notes

A delivery note records the shipment of goods to the customer.

Home > Stock > Delivery Note

1. From a sales order, click Create > Delivery Note
2. Check the quantities to deliver
3. Enter the source warehouse
4. Submit

WhatsApp Notification

If WhatsApp automations are configured, the customer automatically receives a message when the delivery is recorded. Configure automations →

5. Sales Invoices

A sales invoice is the official payment request document.

Home > Accounting > Sales Invoice

See the full guide: Create your first invoice →

6. Payment Entries

A payment entry records payment received from the customer.

Home > Accounting > Payment Entry

Common payment methods:

• Cash — Cash payment
• Bank Transfer — Wire transfer
• Mobile Money — MTN MoMo, Orange Money, Airtel Money
• Cheque — Payment by cheque

7. Sales reports

SawaSuite offers several reports to analyse your sales:

• Sales Register — All invoices with details
• Sales Analytics — Sales by customer, item, territory, or period
• Sales Trends — Monthly trend chart
• Best-Selling Items — Ranked by quantity or amount

Home > Selling > Reports

Related topics

1. First Invoice
2. Accounting
3. Inventory
4. WhatsApp
5. Debt Book