The Sales section is where you can find all your sales information. You can make changes to drafts, update quotes, and turn them into orders. Plus, you can keep an eye on the status of your orders in real-time, whether they are still drafts, waiting for approval, or already confirmed.

At the bottom of the Sales section, you will also find key summary information, including the total number of orders, total quotes, and the total value of your orders. This summary helps you quickly assess your sales performance, track your progress, and make informed decisions. By regularly reviewing these summaries, you can stay on top of your sales targets and identify opportunities for growth.

The Sales section also provides various filters to help you quickly find the documents you need. These filters include options like contains, not contains, equals, blank, and not blank. These tools make it easy to narrow down your search and locate specific orders, quotes, or drafts.

Additionally, you can use the headers at the top of the page to choose whether to view only orders, quotes, or drafts, further refining your search.

​