Troubleshooting and Best Practices
Resolve common issues and optimize your sales workflow
The Sales module works best when properly configured and users understand the workflow. Most errors relate to product configuration, access rights, or integration with other modules.
This guide compiles common errors, causes, and quick fixes to ensure your sales process runs smoothly.
Common Issues and Solutions
Common Errors
| Error | Cause | Solution |
|---|---|---|
| Cannot create quotation | Missing permissions or pricelist not configured | Check Sales User rights and ensure default pricelist exists |
| Quotation email not sending | Email server not configured or template error | Check Settings → Technical → Email → Outgoing Mail Servers |
| Product price incorrect | Pricelist rules not matching or wrong priority | Review pricelist rules and sequence numbers |
| Cannot confirm order | Product out of stock or missing delivery route | Check inventory and delivery routes in product form |
| Cannot create invoice | Wrong invoicing policy or not delivered | Check invoicing policy: ordered quantity vs delivered quantity |
| Invoice amount mismatch | Discount or tax calculated incorrectly | Review discount and tax configuration on order lines |
Performance Optimization Tips
Key points
• Use quotation templates for frequently sold products
• Configure pricelist rules with clear priority order
• Enable automatic invoice generation to reduce manual work
• Use sales teams for access control and performance tracking
• Archive old unused quotations to reduce database load
• Configure standard email templates for consistency
Best Practices - Quotation Management
Key points
• Always check pricelist before creating quotations
• Use expiration dates to create urgency
• Add clear terms and conditions
• Send quotations via portal for online signature
• Monitor quotation status regularly
Best Practices - Order Management
Key points
• Confirm orders immediately when customer agrees
• Check delivery status before creating invoices
• Use down payments for large orders
• Update customer reference for easy tracking
• Monitor payment status regularly
Frequently Asked Questions
Key points
• Q: How to cancel a quotation? A: Click Cancel on the quotation, or let it expire automatically.
• Q: Can I edit a confirmed order? A: Yes, but you need to unlock it first by clicking Unlock.
• Q: Invoice based on ordered or delivered quantity? A: Depends on invoicing policy setting.
• Q: How to create multiple invoices for one order? A: Use partial invoicing or down payments.
• Q: Customer portal not accessible? A: Check portal access rights and ensure customer has user account.