Sale is the main record at the center of the entire commercial process conducted with the customer in Robosme.
Quotes, orders, and order closures are generated directly from the sales record, and the entire process is shaped around this record.

A sales record:

• can remain only at the quote stage,
• can be converted to an order,
• can be closed as won or lost.

All actions taken throughout the sales process are tracked chronologically on the Sale Timeline.

Sales Record

The sales record is the unique representation of the commercial relationship conducted with the customer. Products, pricing, discounts, taxes, quotes, and orders are managed through this record.

Sales:

• is the source of quote and order records,
• is the reference point for calculations and totals,
• displays the current status and progress of the sale on a single screen.

Required Fields

To create a new sales record, use the New button located in the Sales concept.
In the opened form, the business process flow steps for the sale are at the top, and detailed information is located under the tabs.

The following fields are required when creating a sales record:

• Title
  The short and distinctive name of the sale.
• Company or Contact
  At least one must be selected. The sale must be associated with a customer.
• Currency
  Determines the base currency of the sale. Each sales record works with a single currency, and all products to be added to the sale are evaluated in this currency.

Main Sales Information

The main information in the sales record is used to define the source, nature, and estimated value of the sale.
These fields are directly effective in reporting, pipeline management, and forecasting processes.

Within the scope of sales metadata:

• Sales Source
  Indicates which channel the sale came from (e.g., inbound, outbound, campaign, etc.).
• Sales Type
  Specifies the nature of the sale (e.g., new sale, renewal, upsell, etc.).
• Channel
  Represents the main communication or contact channel through which the sale is conducted.
• Estimated Close Date
  Indicates when the sale is expected to be concluded.
• Estimated Amount
  The estimated total value of the sale.
• Probability
  Represents the probability of winning the sale.
• Weighted Revenue
  Weighted revenue information calculated based on estimated amount and probability value.
• Actual Amount
  Represents the final amount when the sale is concluded.

These fields ensure the sales process is managed correctly both operationally and analytically.

Sales Address Information

Address information for the sale is managed through the Addresses tab.

• Delivery Address
  Can be selected from the defined addresses of the customer.
• Billing Address
  When the delivery address is selected, the user is asked whether to fill the billing address with the same information.

After selection, the relevant address fields are automatically filled.

This structure ensures consistent use of address information in quote and order outputs.

Next Action

The Next Action field enables active tracking of the sale.

Thanks to this field:

• what stage the sale is at,
• when and how the next contact will be made,
• ensuring the sale does not remain ownerless or idle

can be clearly tracked.

The next action information, evaluated together with the sale timeline, helps ensure the process progresses healthily.