Quote

A quote. Sales quotes are saved but not posted, and distributions aren't calculated on quotes. If a customer decides to make a purchase based on the quoted price, you can transfer the quote to an order or invoice. When you transfer a quote to an invoice or order, information about the document, customer, and items will be transferred to the new document. To transfer a quote for a prospect customer to an order or to an invoice, you must add the prospect to your customer base or assign the prospect to an existing customer.

Order

An order. Sales orders are saved, but not posted; distributions aren't calculated on orders. When you ship the items to a customer, you can transfer the order to an invoice. If ordered items aren't available in inventory, you can transfer the order to a fulfillment order or a back order.

Invoice

An invoice. Sales invoices are saved and may be posted. A sale invoice will have distributions. When posted inventory quantities are decreased (increased if quantity is negative).

Return

A return. Sales returns are saved and may be posted. A sales return will have distributions. When posted inventory quantities are increased.

Backorder

A backorder. Back orders are saved but not posted and distributions aren't calculated on back orders. When an item that has been back ordered is in stock, you can transfer the back order to an order or an invoice. When you transfer a back order to an invoice, fulfillment order, or order, information about the document, customer, and items will be transferred to the new document.

Fulfillment Order

A fulfillment order. Sales fulfillment orders are a type of sales document that uses document statuses to provide additional structure and control over typical sales processes, such as printing the picking ticket, picking the goods, printing the packing slip, packing and shipping the goods, and invoicing the customer.