Opportunities & quotes
Pipeline board with stage gates (amount / next follow-up). Quotes: draft → send → accept → convert to sales order (warehouse required).
Notes
- Stage moves do not change stock; stock moves on sales out / POS.
- Quote client must match opportunity client.
- Do not double-post sales out after a POS sale.
Troubleshooting
| Issue | Fix |
|---|---|
| Stage gate errors | Fill amount / next follow-up |
| “Already converted” | Open the existing sales order |
| Empty board stages | Seed default stages |