Sales document pipeline
The pipeline ties your sales documents together, from the first quote through to the paid invoice.
Most sales in Vinosoft move through the same chain of documents: you start with a quote, turn it into an order confirmation when the customer agrees, raise a delivery note when you ship the goods, and finish with an invoice you send to be paid.
The Sales document pipeline area explains how these stages fit together as one flow, rather than four separate screens. Instead of retyping customer details, addresses, and line items at every step, you convert one document into the next and Vinosoft carries the information forward.
Each stage still has its own area in the menu — Quotes statistics, Order confirmations statistics, Delivery notes, and Invoices in Finance — where you manage the documents of that type. Start here to understand the journey, then use Move a sale from quote to invoice for the step-by-step of moving a document from one stage to the next.
