The Sales Manager is the single list that shows every sales document you’ve ever created — quotes, sales orders, invoices, and credit memos — all in one grid, all filterable, all one click from editing or reprinting.

How to get there #

Menu: Customers → Sales Manager
Direct URL pattern: https://yourdomain.com/?bizRt=phreebooks/main/manager&jID=12&mgr=1

What a “sales document” is in Bizuno #

Under the hood, Bizuno uses PhreeBooks journal IDs to distinguish document types. You’ll see four on this screen:

• Sales Quote (blue) — an estimate. No money changes hands and nothing is committed against inventory.
• Sales Order (orange) — the customer has agreed. Inventory is soft-committed but nothing is shipped or billed yet.
• Sales / Invoice (green) — a posted sale. The GL is updated, inventory is relieved, and A/R is booked.
• Credit Memo (pink) — money back to the customer, typically tied to a return.

Status colors #

• Green — Confirmed (order accepted, invoice posted, payment received, etc.).
• Yellow — Unshipped / pending.

Filtering the grid #

Across the top of the grid:

• Period — the fiscal period to show. Defaults to the current open period.
• Sales Rep — narrow to one rep.
• Journal Name — show only Quotes, only Orders, only Sales, etc.
• Status — Confirmed vs. Unshipped.
• Search box — hits invoice number, PO number, customer name, and item SKU.

What the columns mean #

Column	What it shows
Journal	Quote / Order / Sales / Credit Memo — color-coded.
Doc #	The document number. Quotes start with Q, orders with SO, invoices are numeric.
Post Date	For quotes/orders, the creation date. For invoices, the posting date.
Customer	Short Name and a link to the customer record.
Amount	Grand total including tax and freight.
Status	Confirmed or Unshipped, color-coded.
Actions	Edit / View / Print / Email / Copy-to-next-stage.

The sales document lifecycle #

Bizuno is built around a simple flow:

Quote → Order → Invoice (→ Cash Receipt)

Each stage copies from the previous one — you don’t re-key the line items. A common path for Ridgeline Cycles:

1. A customer asks for a custom build. You enter a Sales Quote.
2. They approve. You click Copy to Sales Order from the quote’s action menu.
3. The bike is built and ready. You click Copy to Invoice from the order and post it.
4. They pay at pickup. You enter the payment in Banking → Cash Receipt and it clears the invoice.

Creating a new sales document #

Click the + in the top bar and pick Sales Invoice (or whatever type you need). The editor opens with a four-section layout.

Header #

• Customer — type to search, or pick from the dropdown. The billing address, terms, tax rate, and rep all pull in automatically.
• Document # — auto-assigned. You can override it if your numbering needs it.
• Post Date — defaults to today. The transaction will land in whatever fiscal period contains this date.
• Terms — inherits from the customer; override per-document if needed.
• PO # — the customer’s purchase order number, if they provided one.

Line items #

One row per SKU. For each line:

• SKU — type to search inventory.
• Description — editable per line.
• Qty — quantity.
• Price — pulls from the customer’s price sheet if one is assigned, otherwise the item’s default list price.
• Discount % — per-line discount.
• Tax — inherits from the customer’s tax rate.

Important: If a line item shows a red tag, you’re selling more than you have on hand. Bizuno won’t stop you — it just warns — but a negative inventory will show up on your stock report until you receive more.

Totals panel (right side) #

Shows subtotal, freight, tax, discount, total, and payment/balance due. The figures recalculate live as you add lines.

Notes and terms #

Internal notes (not printed) and customer-facing notes (printed on the document). Great place to put assembly details, next-service reminders, or warranty text.

Saving the document #

• Save as Draft — keeps editing open. Quotes and orders can be saved without posting.
• Post — commits the invoice to the GL, relieves inventory, and makes it visible on the customer’s statement.
• Print — generates the PDF using the template set under Admin → Settings → Phreeform Templates.
• Email — sends the PDF to the customer’s Sales or A-R email address (see the Customer Manager’s Contacts tab).

Printing and emailing #

From the grid row’s action menu you can reprint or re-email any past document without opening it. Bizuno remembers the last template used per document type, so a reprint matches the original.

Tips #

• Don’t delete posted invoices — void them instead (open the invoice, Action menu → Void). Voiding preserves the GL trail.
• Use Copy on a past invoice to clone recurring orders — a shop account that buys the same tune-up kit every month is one click.
• The Period filter is useful for month-end: set it to last month to see everything you posted into that period.

Where to go next #

• Order Fulfillment — working through the pick/pack/ship queue.
• Customer Returns — issuing credit memos.
• Cash Receipt (Banking) — recording the payment.