Guides

Sales — Manage Deals, Pipelines, and POS Orders

The Sales plugin helps you manage your sales process, from deal tracking to point-of-sale orders. It has two main areas: Sales Pipeline and POS.

Sales Pipeline

The Sales Pipeline section lets you create boards and pipelines to track your deals through different stages.

How to open Sales Pipeline settings

1. In the left sidebar, click Plugins.
2. Select Sales.
3. Click Sales Pipeline.

You can also go to Settings → Sales → Deals.

Boards and Pipelines

The Boards & Pipelines page shows all your sales boards. Each board can contain multiple pipelines.

• Boards: Groups of pipelines
• Pipelines: Specific workflows for deals

• 

To create a new board, click the + icon next to Boards.

To create a new pipeline, click the + Add Pipeline button at the top right.

Creating a new pipeline

1. Click + Add Pipeline.
2. The Add Pipeline panel opens with four tabs: General, Stages, Product Config, and Properties.

General tab

Fill in the basic pipeline settings:

• Name: Pipeline name
• Visibility: Public or Private
• Board: Select the board this pipeline belongs to
• Tag: Add tags
• Branches: Select related branches
• Departments: Select related departments
• Number Configuration: Set the starting number and attribution
• Name Configuration: Configure how deal names are generated
• Users eligible to see all deals: Choose users who can view all deals

• 

Stages tab

Click the Stages tab to add and manage pipeline stages.

1. If no stages exist, click + Add Stage.
2. For each stage, fill in:
   • Stage Name
   • Probability
   • Status
   • Visibility

   • 

You can add multiple stages to represent your sales process.

Product Config tab

Click the Product Config tab to configure product-related settings.

• Initial Product Categories: Choose default product categories
• Pipeline Exclude Products: Exclude certain categories or products
• Payments: Select payment methods
• Other Payment: Add custom payment types

• 

You can add custom payment methods with type, title, icon, config, and score campaign.

Properties tab

Click the Properties tab to configure custom properties and relations for deals in this pipeline.

Pipeline created

After filling in all tabs, click Create. The new pipeline will appear in the Boards & Pipelines list.

Using the Sales Pipeline

Once your pipeline is ready, go to Sales → Sales Pipeline to view the board.

Deals are displayed as cards in columns based on their stage. You can drag and drop cards between stages.