The module covers B2B and wholesale sales: bidding, order taking, invoicing, returns, receipts and price management.

B2B Flow

A complete B2B sales cycle looks like this:

Offer → Order → Invoice → Shipping

Not all steps are mandatory. The invoice can be created directly, without a quote or prior order. When generated from the quote or order, the data (customer, items, prices) is automatically retrieved in the next document. The shipment is operated from the Logistics module.

Document type

Each operation — order, invoice, return — can exist in several variants, called types of documents. The document type determines the flow in which it operates: visible fields, pricing rules, behavior in stocks, editing possibilities.

Examples: B2B order — editable prices, stock visibility; Online ordering — automatic pricing, without manual intervention. Same basic mechanisms, different behavior depending on the channel.