What is Sales?

In General Terms:

Sales refers to the process of converting customer interest into completed transactions through order processing, payment collection, and service delivery. It encompasses all activities from finalizing deals to fulfilling orders, tracking payments, and maintaining records of all business transactions.

In the OBS (OnBoardSoft) Portal:

Sales (also called Sale Orders or Work Orders) is where approved quotations become confirmed orders with payment processing and fulfillment tracking. It's the revenue engine that converts proposals into completed transactions while automatically managing commissions, documentation, and order lifecycle.

The Sales Process:

• Accepted quotations automatically convert to sale orders
• Clients e-sign required agreements and select payment method
• Secure payment processing with real-time status updates
• Instant commission calculation based on partner structures
• Order tracking with complete history and documentation
• Automatic receipt generation and confirmation delivery

What Users Can Access:

• Clients: View orders, track status, access invoices and receipts, submit support requests
• Partners: Track their client orders, monitor commission earnings, view sales performance reports
• Admins: Manage all orders, process fulfillment, approve commissions, generate comprehensive reports

Why Sales Management Matters:

The Sales feature transforms chaotic order processing into an organized, automated workflow. Every transaction is tracked from acceptance to payment, commissions calculate instantly without manual work, and all documentation is stored digitally. Your business gets real-time revenue visibility, partners see transparent earnings, and clients experience professional service delivery—turning completed deals into satisfied customers and predictable revenue growth.