Sales¶

The Sales module is the heart of order management in Gem Logic. All customer-facing transactions — whether a direct sale, a quote, a repair, a custom creation, or a memo — are managed through the same unified interface.

Order types¶

Gem Logic splits orders into five types, each with its own list view and kanban board. This makes it easy to track and manage different kinds of transactions separately, while keeping the workflow consistent.

Sales orders: Confirmed sales of products to customers.
Quotes: Price proposals that can be accepted and converted into a sale, repair, or creation.
Repairs: Items brought in by customers for repair, routed through the workshop.
Creations: Custom or tailor-made orders that go through the workshop.
Memos: Products lent out to a client, which can be converted into a sale once confirmed.

All order types share the same detail page layout with a left panel for items and a right sidebar for order information, status, documents, and transactions. Depending on the type, certain sections are shown or hidden automatically.

Shared features¶

The following features are available across all order types:

Kanban and list view: Switch between a kanban board (organized by status) and a table view.
Statuses: Each order type has its own configurable statuses.
Contact: Every order is linked to a customer contact.
Items: Add products or service lines to any order.
Documents: Generate PDFs such as receipts, quotes, delivery forms, and invoices.
Transactions: Record payments against an order.
Tags and assigned users: Organize and delegate work.
Signatures: Capture client and seller signatures directly on the order.
Chatter: Internal comments and activity log on every order.
Tasks: Link tasks to an order for follow-up.
Automations: Set up workflows to send emails, SMS, change statuses, or generate documents automatically when certain events occur.

Creating an order¶

Navigate to the relevant module (e.g., Sales ‣ Sales) and click the create button. Select a customer contact, then add items to the order. Each item can be a product from your inventory or a free-text service line.

You can also create an order directly from a contact’s detail page using the Add new dropdown.

Order items¶

Each order item can include:

A product (linked to inventory) or a free-text title
Quantity, price (incl. or excl. VAT), and VAT rate
Discount (percentage or fixed amount)
Assigned user and status
Supplier reference and cost price (for profit tracking)
Notes for internal use

Workshop items¶

For sales, quotes, repairs, and creations, the detail page has two tabs: Client (items visible to the customer) and Workshop (internal items describing work to be done). Workshop items are not included in client-facing documents.

Filtering¶

All order list views support filtering by:

Search (contact name, order ID, item titles, SKU)
Status
Purchase date, deadline, and exit date ranges
Assigned user
Tags
Seller
Sales channel
Order total range