The job of this console
Open the how-to for bids or POs before you edit live commercial records.
Sales module
Sales Overview
Track bids from first intake to won/lost, manage purchase orders, and analyze pipeline health with 20+ chart panels.
Bid intake through win/loss, purchase contracts, pipeline funnels, and geography/study analytics.
Commercial map
Bids to purchase orders to the projects they fund
This hub tracks bids from intake to won/lost, purchase orders, and pipeline analytics. Commercial truth is BidRequest and PurchaseOrder; delivery starts after a PO, not from a bid chart.
Docs · Sales
Route
/sales/*
Finance Manager · sales operators · Admin
Seat at the table
Finance and commercial personas. PMs join after a project exists.
The working rhythm
Pick bid or PO below, then work in Finance / Sales menus.
Moments that bring you here
New bid. Won deal needing a PO. After a Salesforce import. When someone created a project with no contract.
ⓘ
PO is the contract
Purchase contract means PurchaseOrder. Do not invent a second contract table.
Overview
The Sales module connects presales to delivery: Bid Requests capture opportunities; Purchase Orders represent signed contracts that spawn projects.
For workflow walkthroughs (create bid, create PO, link PO to project), see Sales scenarios in the Scenario User Guide.
Screen layout
Header & filters
Sidebar: Sales → Bid Requests and Purchase Orders. Detail pages open from list rows.
Summary & charts
Overview page links to list pages where summary analytics live.
Main content & actions
Use index cards or sidebar to open Bid Requests or Purchase Orders guides.
Complete feature list
Every control, panel, and workflow on this screen.
- ✓Luxury UI shellEmerald-themed glass cards, sticky gradient header, module sidebar, and responsive layout.
- ✓Documentation searchHeader search indexes all guide pages (docs site).
- ✓Module index gridLinks to bid requests, PO list, and detail guides.
- ✓Pipeline overview copyExplains bid → PO → project handoff.
Before you start
ℹ️
Pipeline hygiene
Close or stage-advance stale bids weekly — stale slice visible on Pipeline age donut.
💡
New sales users
Read Bid Requests guide first, then PO list after your first win.
Who uses this screen
Sales operations, bid managers, and delivery leads navigating the bid-to-contract pipeline in Tracopus. Use this index to understand how Sales connects to Project delivery and HRMS billing.
ℹ️
Sales → delivery handoff
Winning bids become purchase orders; POs spawn projects in the Project module. This index maps each step.
Key concepts
Bid request
Pre-contract sales opportunity tracked through funnel stages with owner, account, and estimated value.
Purchase order (PO)
Signed contract record linking account, value, dates, and optional originating bid.
Pipeline funnel
Visual stage progression from intake through won/lost — summary charts on list screens.
CRM sync
Salesforce linkage indicator on bids and POs for dual-system orgs.
Delivery spawn
Active PO can create a Project record — bridge from Sales to Project module.
Lux register pattern
Bid Requests and PO lists share SHOW / SORT / Filter headers and chart galleries.
Permissions
| Role | Access on this screen |
|---|---|
| Sales representative | Create and own bids; view linked POs; read pipeline charts for own portfolio. |
| Sales manager | Team-scoped registers and analytics; reassign bid owners. |
| Delivery / PM lead | Read PO details; create projects from contracts; no bid creation. |
| Finance | Read PO values and account linkage for invoicing alignment. |
📝
Administrator override
Org administrators and service accounts configured in the Admin console may bypass row-level scopes shown above. When in doubt, confirm access with your Tracopus administrator.
Controls reference
| Control | Description | Notes |
|---|---|---|
| Module grid | Links to bid and PO guides. | Five Sales screens documented. |
| Pipeline overview | Explains bid → PO → project flow. | Onboarding copy on index. |
| Sidebar navigation | Sales page list on every module page. | Matches app menu. |
| Cross-links to Project | Handoff documentation. | See purchase-order-details. |
| Cross-links to HRMS | Invoicing from billable work. | See invoices guide. |
| Documentation search | Find bid or PO topics quickly. | Header search. |
Common mistakes
⚠️
Creating PO before bid win
Premature contracts distort pipeline analytics — move bid to Won first.
⚠️
Ignoring CRM sync status
Manual bids miss account updates from Salesforce — check linkage donut on register.
FAQ
What is the difference between bid and PO?
Bid = opportunity; PO = signed contract ready for delivery and billing reference.
Can one bid have multiple POs?
Yes for phased contracts — link each PO on bid details.
Who creates projects from POs?
Delivery leads with PO detail access — see Create project action.
Does Sales module track hours?
No — hours live in HRMS Timesheet and Project; Sales tracks commercial records.
Workflows
Track a bid
Bid Requests → create → assign owner → progress stages → Won/Lost.
Contract to project
Win bid → create PO → link bid → create project from PO detail.
Tips & best practices
Tip: Compare pipeline funnel with Win/Loss snapshot weekly to spot conversion drops.
More guidance
💡
Remember
Pre-contract sales opportunity tracked through funnel stages with owner, account, and estimated value.
ℹ️
What is the difference between bid and PO?
Bid = opportunity; PO = signed contract ready for delivery and billing reference.