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What you’ll achieve

By following the basic flow of company registration, estimate creation, and order conversion, you can start sales operations in Sanka smoothly.

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Prerequisites

  • Company, Contact, Estimate, and Order objects are enabled
  • Products and pricing are already registered (example: apples, bananas, peaches, oranges)

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Steps

  1. Create a company record Open Companies in the left menu and click Create new. Enter the company name, contact details, and billing info.
  2. Link contacts From the company detail page, add Contacts and register the contact’s email and phone number.
  3. Create an estimate Open Estimates in the left menu and click Create new. Select the company and add line items (e.g., apples, bananas) with quantity and unit price.
  4. Review and send the estimate Confirm amounts and terms. If needed, run an approval flow. Export the PDF and send it to the customer.
  5. Convert the estimate to an order After the estimate is confirmed, use the action on the estimate detail page to Create order. Set the order status and delivery date.
  6. Finalize the order Review the order record for amount, delivery date, and owner, then proceed to the next steps (inventory allocation, invoicing, etc.).

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Tips and operational notes

  • Decide rules for company names and customer codes up front
  • Use templates to standardize input fields
  • Align the timing for order conversion and keep status updates consistent

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Common pitfalls

  • Company and estimate are not linked: confirm the company is selected on the estimate.
  • Order conversion action is missing: confirm the estimate is in a confirmed state.
  • Amount differs from expectations: re-check unit price, quantity, and tax settings.