# Sales Jobs

_User Guide › Sales › Sale Job_

![Sales Jobs](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/689e6db4112bb300fe0d4eab858703fc.png)
*Sales jobs — Sales › Sales jobs*

## Overview

Use **Sales jobs** to monitor sales work as it progresses from an inquiry through an **Offer**, an **Order**, and **Delivered** status. Sales representatives and sales managers use this workspace to review inquiry details, open related offers, and follow the status of sales work across the available views.

A job reaches the **Order** stage only after its Offer progresses through **Draft, Awaiting Approval, Approved, Valid**, and **Ordered**. A job reaches **Delivered** only after its Order progresses through **Draft, Awaiting Approval, Approved, Awaiting activation, Valid, Ready for shipment**, and **Delivered**.

## Before you start

- Ensure that you have access to **Sales** and **Sales jobs**.
- To progress an Offer, ensure that the Offer contains at least one item.
- If an Offer is **Awaiting Approval**, a manager must act on the approval before the Offer can continue.

## Steps

1. In the navigation bar, select **Sales**, and then select **Sales jobs**.

2. Select **all** to review the available sales-job records. Use the displayed **Inquiry date, Inquiry type**, and **Inquiry stage** information to identify the inquiry you need to follow.

   ![Sales jobs](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/e8402dd4dfbf081ad813e791db5278b5.png)
*Sales jobs — Sales › Sales jobs*

3. Select **offers** to review jobs that are at the Offer stage. When you need to work with the related Offer, select **Go to offer**.

4. Progress the Offer through **Draft, Awaiting Approval, Approved, Valid**, and **Ordered**. When the Offer is **Ordered**, the job can proceed to the Order stage.

5. Select **orders** to review jobs at the Order stage. Follow the related Order through **Draft, Awaiting Approval, Approved, Awaiting activation, Valid, Ready for shipment**, and **Delivered**.

6. When the Order reaches **Delivered**, the sales job has completed its normal sales lifecycle.

## All

The **all** view provides a consolidated list of sales-job inquiries. Review the inquiry date, inquiry type, and inquiry stage to identify records that require sales follow-up or progression to an Offer.

For an inquiry that must be sent onward, use **Consider As Sent To Principal** to mark it as **Sent To Principal**. The inquiry progression is **New, Sent To Principal, Offered**, and **Ordered**.

## Archived

The **archived** view contains archived sales-job records. Use this view when you need to review sales jobs that are no longer being worked through the active views.

![Sales jobs](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/f8fca431d0b42177e45388cdc7e5b578.png)
*Sales jobs — Sales › Sales jobs*

## Offers

The **offers** view contains sales jobs at the Offer stage. Use it to review Offer-related work and open the related Offer by selecting **Go to offer**.

![Sales jobs](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/311eaa68792e7c58e6000b9371d3aee0.png)
*Sales jobs — Sales › Sales jobs*

An Offer must clear its approval and validity lifecycle before it can become **Ordered**. Use **Apply Approval For Booking** when approval for booking is required. You can use **Extend Offer Validity** when the Offer validity needs to be extended.

## Orders

The **orders** view contains sales jobs at the Order stage. Use it to monitor related Orders as they progress toward **Delivered**.

![Sales jobs](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/f2b1c514fefa0e4550edd8eac8198928.png)
*Sales jobs — Sales › Sales jobs*

An Order that is **Ready for shipment** or **Delivered** contains items that cannot be deleted. A Delivered Order cannot be changed back to an earlier delivery status when a due invoice already exists.

## Tips & cautions

> **Note:** All Offers must be in **Draft** status before they can be reverted to an inquiry.

> **Warning:** You cannot revert an Order when it has binding invoices.

> **Warning:** You cannot un-deliver an Order when a due invoice already exists.

## Troubleshooting

| Symptom | Likely cause | Fix |
|---|---|---|
| The Offer cannot proceed beyond approval. | The Offer is **Awaiting Approval**. | Have the manager complete the required approval. |
| The Offer cannot be progressed. | The Offer has no items. | Add at least one item to the Offer. |
| The Order cannot be reverted. | The Order has binding invoices. | Continue working from the current Order status. |
| An item cannot be deleted. | The item is **Ready for shipment** or **Delivered**. | Do not delete the item at these statuses. |

## Result

You have used **Sales jobs** to review sales-job inquiries and track their progression through Offer, Order, and Delivered status.

## Related pages

- [Sales — Overview](doc:sales-overview)
- [Getting Started with Sales](doc:sales-getting-started)
- [Sales — Learning Path](doc:workflows-sales-2)
- [Pricing Quotation](doc:pricing-quotation-guide)
- [Sales](doc:sales-record)
- [Buyouts](doc:sales-buyouts-edit-record)
- [List](doc:sales-buyouts-list-view-record)
- [Letters Of Guaranties](doc:sales-letters-of-guaranties-view-record)
- [L/Gs](doc:lgs)
- [New Instant Job](doc:sales-list-newinstantjob)
- [Stock](doc:stock)