The Sales section is where users create and manage customer orders, invoices, customers, payments, and sales reports.
What this section is for
Sales is the starting point for customer-facing order work in PAX. Use it to create Sales Orders, review open orders, print order and invoice documents, manage customer records, log payments, and run Sales reports.
The Sales section is a launcher. Opening a card does not post accounting, ship inventory, receive payment, or change a customer by itself. Those effects happen when a user saves, ships, fulfills, invoices, or pays inside the screen opened from the card.
Screen path
Dashboard > Sales
Who can see Sales
The Sales section appears for users with one or more of these roles:
| Role | Sales access |
|---|---|
admin |
Full Sales section access. |
executive |
Full Sales section access. |
csr |
Sales section access for customer service workflows. |
sales |
Sales section access for order, customer, payment, and report workflows. |
If a user has multiple roles, PAX combines the access from those roles.
Sales cards
| Card | What it opens | Use it for |
|---|---|---|
Create Order |
Create Order modal |
Enter a new Sales Order for an existing customer. |
Open Orders |
Open Orders modal |
Review open and partially shipped orders, expand order details, edit eligible orders, print orders, print invoices, and fulfill non-inventory lines. |
Invoicing |
Invoicing modal |
Review invoices, search invoice history, view or edit invoice details, print invoice documents, print packing lists, and email invoices. |
Customers |
Customers modal |
Search customers, open customer details, add customers, and use admin or executive bulk-upload tools. |
Payments |
Payments - Log Payment modal |
Log payments against invoices or log a payment without an invoice. |
Reports |
Sales Reports menu |
Open Sales, customer, receivables, and invoice reports. |
Report menu
The Reports card opens Sales Reports. Reports are grouped in the menu as follows:
| Group | Reports |
|---|---|
Sales & Orders |
Sales Analysis Report, Sales Analysis Detail Report, Open Orders by Part Number |
Customers |
Customer Address Lookup, Customer Addresses Report, Customer Lifetime Value, Customer Statement |
Receivables |
Overdue Invoices Report, AR Aging Report, Daily Cash Receipts Report |
Invoices |
Invoice Report |
Main workflows
- Create a Sales Order from
Create Order. - Review, edit, print, or fulfill open orders from
Open Orders. - Review invoices and print, email, or update invoice details from
Invoicing. - Maintain customer records from
Customers. - Record customer payments from
Payments. - Run sales and receivables reports from
Reports.
What happens behind the scenes
Opening the Sales section does not create records or post accounting.
Individual Sales workflows can have important system effects:
| Workflow area | System effect |
|---|---|
| Sales Order creation | Creates a Sales Order and reserves a pending invoice number. It does not ship inventory or recognize revenue. |
| Open order editing | Updates eligible Sales Order headers and lines. Lines with shipment, fulfillment, or invoice history have restrictions. |
| Inventory shipment | Shipment workflows update shipped quantities, inventory detail quantities, invoice lines, and shipment-related accounting. |
| Non-inventory fulfillment | Fulfillment creates invoice lines without moving inventory or lot detail. |
| Invoicing | Invoice line activity can affect receivables, revenue, tax, payment status, and printed customer documents. |
| Payments | Payment entry updates invoice payment status and customer credit or prepayment behavior when applicable. |
Troubleshooting
I do not see the Sales section
Likely cause: Your assigned role does not include Sales access.
Safe fix: Ask an admin to review your user roles. Sales is available to admin, executive, csr, and sales roles.
Contact support if: Your role includes Sales access but the Sales section is still missing after signing out and back in.
A Sales card opens a screen I did not expect
Likely cause: Some cards open a shared work area in a specific mode. For example, Payments opens the invoicing work area in payment mode.
Safe fix: Check the screen title after opening the card. Use the search field or action buttons on that screen to continue the workflow.
Contact support if: The card does not open, opens the wrong module, or shows an error.
I cannot use a Sales action another user can use
Likely cause: Your role or the record's status may limit the action. Some customer bulk upload tools are limited to admin and executive users.
Safe fix: Confirm your role and the status of the record you are working with.
Contact support if: Your permissions and record status look correct but the action is still unavailable.