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Sales & Customer

Last Update a month ago

Understanding the Sales Process in Tigg Managing Customers Quotation Sales Order Sales Invoice

Understanding the Sales Process in Tigg

A Step-by-Step Guide to Managing Quotations, Orders, and Payments in Tigg

kanchan thapa

Last Update a month ago

A sale refers to a transaction in which a business provides goods or services to a customer in exchange for payment. Managing the sales process efficiently is essential for maintaining accurate records of customer transactions, tracking receivables, and ensuring proper financial reporting.


The Sales Module in Tigg is designed to manage and streamline the entire sales lifecycle, from the initial offer to the customer until the final settlement of payment. It provides a structured workflow that allows businesses to track customer interactions, document commitments, and record financial transactions related to sales.
Sales Process in General
In most organizations, the sales process typically follows these steps:
  1. Quotation – A proposal sent to a customer describing the products or services, prices, and terms.
  2. Sales Order – Confirmation from the customer to proceed with the purchase.
  3. Invoice – A financial document issued to the customer requesting payment for the goods or services supplied.
  4. Payment – The customer settles the invoice through cash, bank transfer, or other payment methods.
  5. Credit Note (if applicable) – Issued when goods are returned, discounts are applied after invoicing, or corrections are required.
This process helps businesses maintain proper documentation of customer commitments, delivered goods or services, and the financial transactions associated with them.

Sales Process in Tigg
Tigg follows a similar structured sales workflow that helps businesses manage customer transactions efficiently.

The typical sales flow in Tigg is:
Quotation → Sales Order → Invoice → Payment / Credit Note


1. Quotation

A Quotation is used to send a price offer to a customer before the sale is confirmed. It includes product details, pricing, and terms. Quotations help businesses formalize offers and keep a record of proposed sales.


2. Sales Order

Once the customer accepts the quotation, a Sales Order can be created to confirm the customer's intent to purchase. This document helps track confirmed orders before invoicing.


3. Invoice

An Invoice is issued to record the actual sale and request payment from the customer. When an invoice is created, it becomes part of the accounting records and contributes to revenue recognition.


4. Customer Payment

After receiving the invoice, the customer makes a payment. Payments can be recorded in Tigg and allocated to one or multiple invoices to track outstanding balances.


5. Credit Note

If goods are returned, discounts are applied after invoicing, or an invoice needs adjustment, a Credit Note can be issued. This reduces the amount payable by the customer or records the return of goods.

Benefits of Using the Sales Module
Using the Sales Module in Tigg allows businesses to:
  • Maintain a clear record of all customer transactions
  • Track outstanding invoices and customer balances
  • Manage quotations and confirmed orders efficiently
  • Record payments and allocate them to invoices accurately
  • Handle sales returns or adjustments through credit notes
By following a structured workflow, Tigg helps businesses maintain accurate financial records and better visibility into their sales operations.
Related Topics

What's Next?

Start by adding your first customer —> customers are the base of every quotation, order, and invoice.


➡️ Learn more: Managing Customers



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