Manage the whole sales journey, from a quotation to a paid, delivered order.
- How a sale flows from quotation to order to invoice to delivery, and how each step feeds finance and logistics.
- What each feature of the function does, in depth (open the feature pages below).
- The standout capabilities that make day-to-day selling fast, and the end-to-end process they support.
Overview
Sales Process Management is the heart of the Sales module: it turns a customer interest into a fulfilled, invoiced, delivered order, in an organised and delegable way. It begins with a quotation, moves through order taking, stock allocation, invoicing and delivery, and passes the results to Finance and Inventory for posting and fulfilment. Every document shares the same shape and links to the next in a chain, so a sale is traceable end to end.
Features in this function
Each feature has its own page covering every corner. Read them in order to learn the function in full.
- Product Catalogue
- Quotation
- Sales Order
- Invoice
- Delivery Order
- Customer
- Customer Contact
- Sales Terms
- Reporting
Highlights
Quick customer and contact creation
Create the customer company and contact inline while quoting, then complete the record later. A new prospect never slows you down.
The rich line-item editor
Shared across every document: pulls products from the catalogue and lets you adjust price, tax, unit of measure and discount per line, with discounts as a percentage or a fixed amount.
Pricebooks by customer category
Set prices once per customer category and they apply automatically to those customers quotations and orders.
Invoicing by itemise or lump sum
Bill specific lines or an arbitrary amount, in full or in part, and let the balance roll forward.
Customisable documents and drag-and-drop attachments
Design quotations, invoices and delivery orders with a drag-and-drop template editor, and drop supporting files straight onto the matching document.
Processes
Quotation to order to delivery to invoice
You quote the customer; on agreement the quote becomes a sales order; the order allocates stock from inventory, purchasing or production; you invoice in full or in part; and you deliver in full or in part. Each step posts to Finance and updates Inventory, and every document stays linked in the chain.