# Sales (/docs/roles/sales)

Default demo person: Nurul Aina, Sales executive. This page describes the default access of the **Sales / office** role. The Org admin can change it under **Settings > Roles & permissions**; see [Roles at a glance](/docs/roles).

## What you do [#what]

You quote customers, confirm sales orders, start production planning from a confirmed order, deliver and ship, and handle returns.

## Where you start [#start]

Sign in, choose your workspace, and the apps launcher opens. It shows one tile for each module your role can open. **My work** carries a number when records are waiting for you.

<GuideStep
  title="Your apps launcher"
  description="The apps launcher with the tiles this role can open."
  src="/guide/roles-sales/1.png"
  alt="Apps launcher on desktop showing the modules available to Sales / office"
  width={1440}
  height={1000}
  callouts={[
    { x: 18, y: 24, caption: "My work: the number of records waiting on you." },
    { x: 50, y: 24, caption: "Module tiles. Only the modules your role can open appear." },
    { x: 82, y: 24, caption: "Settings, if your role has it." },
  ]}
/>

Your queue on **Home > Queue** (My work): Quotations in **Draft** and **Sent**, and sales orders in **Draft** and **Confirmed**.

<GuideStep
  title="Your work queue on a phone"
  description="My work on a phone, the records waiting for this role."
  src="/guide/roles-sales/2.png"
  alt="My work queue on mobile for Sales / office"
  width={375}
  height={812}
  callouts={[
    { x: 50, y: 6, caption: "Page title and your role." },
    { x: 50, y: 30, caption: "One card per record waiting. Live-order records come first." },
    { x: 50, y: 94, caption: "Bottom tabs to move between modules." },
  ]}
/>

## Your daily screens [#screens]

| Screen | Where | What you do there |
|---|---|---|
| **Quotations** | `/sales/quotes` | Draft, send and confirm quotes. |
| **Orders** | `/sales/sales` | Confirm orders, plan production, create delivery orders. |
| **Customers** | `/sales/customers` | Keep contacts, payment terms and prices. |
| **Delivery orders** | `/sales/dos` | Pick, ship and issue the certificate of conformance. |
| **Packing & dispatch** | `/sales/pkd` | Pack and dispatch. |
| **Returns** | `/sales/rma` | Authorise and inspect customer returns. |

<GuideStep
  title="The sales orders list"
  description="Sales orders list with status chips and the Orders menu."
  src="/guide/roles-sales/3.png"
  alt="Orders list: number, customer, status, total"
  width={1440}
  height={1000}
  callouts={[
    { x: 30, y: 22, caption: "Search or filter the orders." },
    { x: 55, y: 40, caption: "Status chip: Draft, Confirmed, In production, Partially shipped or Shipped." },
    { x: 70, y: 40, caption: "Open an order to confirm it or plan production." },
  ]}
/>

## What you can do [#can]

You have full access to: Sales. You can create, edit and take steps there.

Steps you sign, with the button names on screen:

| Record | Steps |
|---|---|
| Quotations | **Confirm** |
| Sales orders | **Confirm**, **Create delivery order · remaining qty**, **Close short** (asks a reason) |
| Delivery orders | **Mark as picked**, **Ship · issue CoC**, **Return dispatch** (asks a reason) |
| Returns | **Authorise return**, **Refuse**, **Receive into quarantine**, **Record inspection**, **Close · disposition done** |

A signed step needs your [e-signature specimen](/docs/get-started/signatures-and-refusals#specimen) and, where a requirement is set, current training.

## What you can see but not change [#view]

View access: Purchasing, Inventory, Production, Quality, Engineering, EHS. You can open and read these. Their action buttons are disabled with `Your role can view this but not change it.`

## What you cannot do and who does it [#cannot]

| You cannot | Who does it | What you see |
|---|---|---|
| Approve a purchase requisition or order | Purchasing officer | Purchasing is View for you, so the buttons are disabled. |
| Release a lot or approve a device history record | QA manager | `This step needs a QA manager signature. You are signed in as Nurul Aina (Sales executive).` |
| Open Maintenance or Settings | Org admin can change access | `Your role has no access to Maintenance.` |

Hidden for your role: Maintenance, Settings. They do not appear on the launcher. If you open one by address you see **You do not have access to this page** and **Back to apps**.

## A typical day [#day]

<Steps>
<Step>

Open **My work** and read the quotations and orders waiting. Details: [Find your way around](/docs/get-started/find-your-way-around).

</Step>
<Step>

Send a quote to the customer and confirm it when they accept. Details: [Quote and order](/docs/sales/quote-and-order).

</Step>
<Step>

Confirm the sales order and choose **Plan production**. Details: [Quote and order](/docs/sales/quote-and-order).

</Step>
<Step>

When the lot is released, create the delivery order, mark it picked and ship it. Details: [Delivery and shipping](/docs/sales/delivery-and-shipping).

</Step>
<Step>

Ship the rest later, or close the order short with a reason. Details: [Partial and close short](/docs/sales/partial-and-close-short).

</Step>
<Step>

When the customer reorders, start from the last order. Details: [Repeat order](/docs/sales/repeat-order).

</Step>
</Steps>

<NextSteps>

<NextStep href="/docs/sales/quote-and-order" title="Quote and order" description="Send a quote and confirm the order." />

<NextStep href="/docs/get-started/signatures-and-refusals" title="Signatures, reasons and common refusals" description="Why a button is disabled and what to do." />

<NextStep href="/docs/roles" title="Roles at a glance" description="Compare your role with the others." />

</NextSteps>