Sales

Sales runs the chain from a quote to a shipped, invoiced order. Each step hands off to the next automatically, which is where most of the platform's value sits: accepting a quote, delivering an order and invoicing it all move real data in Inventory and Accounting.

The chain, step by step

1. 1Quotation — pick a customer, set issue and expiry dates, and add line items. Choosing a product fills its price automatically and shows current stock, so you never quote something you cannot ship.
2. 2Make order — an accepted quotation becomes a sales order carrying the same line items. Nothing is re-keyed.
3. 3Delivered — moving the order to Delivered reduces on-hand stock by the quantities on the order, exactly once.
4. 4Invoice — one click raises an invoice from the order, carrying the lines and noting which order it came from.

Order statuses

• Pending — created, not yet confirmed.
• Confirmed — agreed with the customer.
• Delivered — goods have gone out; this is the status that moves stock.
• Completed — closed out.
• Cancelled — no stock movement and no invoice.

Beyond one-off orders

• Contracts and subscriptions for recurring commitments.
• Targets for per-period sales goals.
• Commissions calculated against closed business.