Differences between a sales lead, sales quotation and sales order
The Flowlens application allows for total coverage of a company's sales and stock management process, as well as providing added traceability and other business-friendly features at each step of the sales process.
Sales Leads
Should a potential sale or lead arise, users can log these by creating sales leads. To create a sales lead, go to the sales lead page and select 'New Sales Lead'.
![](https://blobscdn.gitbook.com/v0/b/gitbook-28427.appspot.com/o/assets%2F-LJPVe3mytia1GTobJ4C%2F-LRHYY0V6xDhd7Fbw83A%2F-LRHYeVSJa7x3rZj4muI%2FScreenshot%202018-11-14%20at%2014.08.01.png?alt=media&token=be9c0cfe-ddff-4fda-840b-da42ecb5adaa)
Sales Quotations
Should the lead progress to the point where a potential customer requests a quote, users can create sales quotations. If the quotation has been created off the back of a sales lead, the quotation page will contain a field called 'Generated from' and a link back to the original sales lead.
To create a sales quotation, go to the sales quotation page and select 'New Sales Quotation'.
![](https://blobscdn.gitbook.com/v0/b/gitbook-28427.appspot.com/o/assets%2F-LJPVe3mytia1GTobJ4C%2F-LRHYY0V6xDhd7Fbw83A%2F-LRHYxpZT26PeNdfa_E0%2FScreenshot%202018-11-14%20at%2014.08.15.png?alt=media&token=2c913a45-6065-4ed5-8052-e478e9cb8b63)
Sales Orders
Once a sales quote has been sent and the customer is satisfied with the potential deal, users can create a sales order within the Flowlens system.
To create a sales order, go to the sales order page and select 'New Sales Order'.
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'New Sales Order' button, highlighted in the upper-right area of the sales order index page