Sales
Where to find Requests For Quotes, Quotes, Purchase Orders and Invoices and how they workflow to one another.
How Do I Connect the Dusk FSM to Xero?
The Dusk FSM platform integrates with Xero to streamline your accounting workflows—syncing general ledger (GL) codes, purchase orders, and invoices. T...
How Do I Create a Purchase Order in the Dusk FSM?
The Purchase Order (PO) module in Dusk FSM helps you efficiently manage supplier orders with seamless support for finance integrations, centralized br...
How Do I Create a Quote in the Dusk FSM?
Creating and sending Quotes is fast and streamlined in the Dusk FSM platform. Whether you're building one manually or syncing from HubSpot, here's eve...
How Do I Create a Request for Quotation in the Dusk FSM?
The Request for Quotation (RFQ) module in Dusk FSM allows you to send detailed pricing requests to one or multiple suppliers at once. This enables bet...
How Do I Create an Invoice in the Dusk FSM?
Creating professional invoices in Dusk FSM is quick and configurable—allowing you to send them directly to your customers or sync with connected finan...
How Do I Create and Send a Request for Quote in Dusk FSM?
Dusk FSM’s Request for Quote (RFQ) module enables you to streamline supplier pricing requests—whether for one item or many, and for one supplier or se...
How Do I Delete a Quote in the Dusk FSM?
Deleting a Quote in Dusk FSM is a simple process—but one that includes safeguards to prevent accidental removal of customer-facing documents. Only uns...
How Do I Delete an Invoice in the Dusk FSM?
Deleting an invoice in Dusk FSM is a simple process—but one that includes important safeguards. To ensure financial accuracy and traceability, only in...
How Do I Edit a Purchase Order in the Dusk FSM?
Dusk FSM allows you to edit unsent Purchase Orders, giving your team the flexibility to adjust supplier details, items, terms, and PO numbers before s...
How Do I Edit a Quote in the Dusk FSM?
Editing Quotes in Dusk FSM is simple and secure. You can update quotes that are in draft or unsent status, allowing for corrections or additional deta...
How Do I Edit a Request for Quotation in the Dusk FSM?
In Dusk FSM, editing a Request for Quotation (RFQ) gives you flexibility to update supplier details, line items, and terms—as long as the RFQ hasn’t b...
How Do I Edit an Invoice in the Dusk FSM?
In Dusk FSM, invoices can be edited as long as they haven’t been sent. This allows you to make changes to line items, customer details, and other impo...
Project Milestone Invoicing
How do I invoice project milestones?
RFQ to Invoice Workflow in Dusk FSM
Learn how to manage your entire sales process — from supplier requests to customer invoicing — using the Dusk FSM Sales Module. The Sales module in Du...
What Can You Do with QuickBooks Online and the Dusk FSM?
The Dusk FSM + QuickBooks Online integration provides a robust, two-way connection between your field operations and accounting processes. With synchr...