> ## Documentation Index
> Fetch the complete documentation index at: https://docs.superoffice.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Register a sale

> Register sales in SuperOffice Sales to have all your opportunities and customer information in one place. This how-to guide will show you how to register sales.

You can create a sale in SuperOffice CRM using the **New** button on the top bar.

## Steps

1. Click **New** on the top bar and select **Sale**.

2. Enter a **sale title** (mandatory, marked in red). This is the main identifier for the sale.

   ![Sale tab showing basic fields in the Sale card -screenshot][img1]

3. Enter the **Amount and currency** to estimate the sale's value.

4. Choose the **Sale type** from the dropdown (mandatory). Sale types define the process and may include stages or guides. Values are predefined and set up in **Settings and maintenance**.

5. (Optional) Provide additional information in the **Sale** tab, such as:

   * Link the sale to a **Company**.
   * Associate the sale with an ongoing **Project**.
   * Adjust the expected close date for the sale.
   * Use the large text box to provide an optional description of the sale.
   * Select the current **Stage** of the sale (if applicable). Stages track the sale's progress.

   <Note>
     If the sale type for the sale does not have any stages linked to it, the sale has the status **Open**.
   </Note>

6. Select the **Details** tab to add financial info, such as cost, profit, and competitors.

7. **Add more details:**
   * Go to the **More** tab to [enter custom fields][12].
   * Go to the **Note** tab to [add notes][11].
   * Go to the **Links** tab to [connect activities, documents, or websites][10] to the sale.

8. Click **Save** to store the sale. The sale card is now created.

<h2 id="fields">
  Key fields explained
</h2>

The following fields are available in the Sale card. Some fields are filled automatically, while others require manual input.

<Note>
  Fields and layout may vary based on **Screen designer** configurations and other UI customizations.
</Note>

<Tabs>
  <Tab title="Sale tab">
    * **Title:** A mandatory field for identifying the sale.
    * **Description:** Optional text box for summarizing the sale.
    * **Sale type:** Predefined types that define the process, potentially linked to stages or sales guides. Set up in **Settings and maintenance**.
    * **Stage:** Tracks the progress of the sale. Available stages depend on the selected sale type.
    * **Amount and currency:** Estimated value of the sale. *(Currency must be activated in Settings and maintenance to use this option.)*
    * **Probability:** The likelihood of the sale succeeding. Based on the current stage but can be updated manually.
    * **Company:** The company associated with the sale.
    * **Contact:** The contact person at the company linked to the sale.
    * **Project:** Links the sale to an ongoing project.
    * **Owner:** The user responsible for the sale. Defaults to the currently logged in user but can be updated.
    * **Sale date:** The expected close date for the sale.
    * **Next activity:** Automatically populated with the oldest uncompleted follow-up. Dates prior to today are highlighted in red.
    * **Stalled checkbox:** Marks the sale as on hold and enables fields for **Re-open date** and **Reason (stalled)**.

    Three of the user-defined fields from the **More** tab may also be displayed here, as defined in Settings and maintenance. The fields displayed can vary from user group to user group.
  </Tab>

  <Tab title="Details tab">
    The **Details** tab focuses on financial details of the sale.

    * **Number:** Auto-generated sale ID.
    * **Source:** Displays the sale's source.
    * **Competitor:** Select a predefined competitor linked to the sale (only one).
    * **Total cost:** Cost associated with the sale. Updates profit automatically.
    * **Profit:** Profit calculated based on the sale amount and cost.
    * **Credited:** Assigns the sale to a department responsible for it.

    Values for *Competitor* and *Credited* are defined in Settings and maintenance.
  </Tab>

  <Tab title="Links and Note tabs">
    * **Links tab**: Attach relevant activities, documents, or other sales.
    * **Note tab**: Add free-text notes for tracking additional information.
  </Tab>
</Tabs>

[10]: ../../learn/basics/links

[11]: ../../learn/basics/notes

[12]: ../../custom-objects/learn/more-tab

[img1]: /media/loc/en/sale/create-sale.png


## Related topics

- [Create a quote](/en/sale/learn/quote/create.md)
- [Update a sale](/en/sale/learn/update.md)
- [Working with sales guides](/en/sale/learn/sales-guides.md)