OfficeGest Focused Manual

Scope

Keep detailed

Sales/invoicing, entities, stock, purchases, CRM, tickets.

Keep summarized

Settings, route taxonomy, API catalog, support files, secondary document variants.

Reference layer

Detailed workflow pages, route pages, screenshots, raw Playwright evidence, and diagrams remain linked for later expansion.

Task lookup

How-To Index groups verified guides by the user action.

Sales and Invoicing

Use Sales for customer-facing commercial documents: invoices, simplified invoices, receipts, orders, quotations, pro-forma documents, shipping guides, transportation notes, credit notes, and debit notes.

• Invoicing hub: choose the correct sales document
• Create an invoice
• Print or download a sales invoice PDF
• Copy a sales invoice public link
• Download a sales invoice PDF from a public link
• Prepare a sales invoice email
• Prepare a sales invoice SMS
• Check sales invoice WhatsApp availability
• Add notes to a sales invoice
• Add vehicle details to a sales invoice
• Set a sales invoice line expected date
• Change a sales invoice line description
• Set a sales invoice line unit
• Change a sales invoice line unit price
• Change a sales invoice line gross price
• Apply a line discount on a sales invoice
• Set a sales invoice line VAT rate
• Set a sales invoice line VAT reason
• Set a sales invoice line warehouse
• Set a sales invoice line cost center
• Set sales invoice line accounting classification
• Apply a global discount on a sales invoice
• Set sales invoice payment terms and due date
• Set a sales invoice billing address
• Set sales invoice delivery details
• Set sales invoice classification
• Set sales invoice currency
• Check a sales invoice fiscal zone
• Save a sales invoice draft
• Edit a saved sales invoice draft
• Add a line to a saved sales invoice draft
• Change quantity on a saved sales invoice draft
• Delete a line from a saved sales invoice draft
• Finalize a saved sales invoice draft
• Handle the sales invoice No lines error
• Handle the sales invoice mandatory fields error
• Handle an inactive billing customer on an invoice / receipt
• Handle a partial payment on an invoice / receipt
• Create an invoice / receipt with split payment
• Prepare a duplicate sales invoice
• Cancel a sales invoice
• Convert a sales invoice to a credit note
• Create a receipt from a sales invoice
• Create a simplified invoice
• Handle missing payment on an invoice / receipt
• Handle missing payment on a simplified invoice
• Create a receipt
• Handle the receipt No lines error
• Create a sales order
• Create a quotation
• Convert a quotation to an invoice draft
• Finalize a converted quotation invoice draft
• Convert a quotation to an invoice / receipt draft
• Finalize a converted quotation invoice / receipt draft
• Convert a quotation to a sales order draft
• Finalize a converted quotation sales order draft
• Finalize a converted pro-forma invoice draft
• Finalize a converted pro-forma invoice / receipt draft
• Finalize a converted pro-forma sales order draft
• Convert a sales order to an invoice draft
• Finalize a converted sales order invoice draft
• Convert a sales order to an invoice / receipt draft
• Finalize a converted sales order invoice / receipt draft
• Create a credit note
• Sales module overview

Entities

Entities are the operational base for documents and CRM: customers, suppliers, contacts, prospects, employees, business records, and GDPR requests.

• Create a customer
• Create a supplier
• Create a contact
• Create a prospect
• Create an employee
• Entities module overview

Stocks

Stocks covers article records, warehouse quantities, and stock movements. For the first version, the most important tasks are creating articles and updating stock.

• Create an article
• Update stock
• Stocks module overview

Purchases

Purchases covers supplier invoices, purchase/expense drafts, supplier orders, payments, chargebacks, transport documents, and supplier credit/debit notes.

• Create a purchase / expense draft
• Finalize a purchase / expense
• Create a supplier invoice
• Create a supplier payment note
• Create an order to supplier
• Purchases module overview

CRM

CRM covers communications, agenda appointments, tasks, opportunities, leads, campaigns, gift certificates, and pipeline support data.

• Use CRM
• Create a CRM communication
• Create and delete a CRM appointment
• Create a CRM task
• Create and delete a CRM opportunity
• CRM module overview

Tickets

Tickets covers helpdesk intake, replies, notes, tasks, forwarding, spam, merge, failed-email resend, and support files such as departments, topics, status, priorities, task types, and SLA rules.

• Use tickets
• Create and trash a ticket
• Reply to a ticket with an attachment
• Manage ticket tasks
• Manage ticket filters
• Manage ticket automatic responses
• Manage ticket macro replies
• Manage ticket SLAs
• Tickets module overview

Settings and Reference

Settings is important, but this first version treats it as reference unless a user needs a specific configuration task. The route catalog and API catalog keep the deeper evidence available.

• Use settings
• Settings module overview
• Network and API catalog
• Route catalog