Sales
Sales
Confirming an order can reserve stock and raise a draft invoice. One click. Same masters.
Confirming an order can reserve stock and raise a draft invoice.
Smart features
Intelligent workflows that save time and prevent mistakes
Confirm-and-reserve
Order confirmation can reserve stock automatically so the DS does not sell what the warehouse already promised.
Draft invoice on delivery
Accounts gets a draft invoice from the order — lines, tax, and partner already match the delivery.
Credit gate
Outstanding balance is visible when quoting — credit limits can block quotes that should not ship.
Channel pricelist resolver
Wholesale, dealer, and export prices resolve from the catalogue — not a side WhatsApp to “confirm the rate”.
What it actually does
Capabilities the floor will feel in week one
Quotations that become orders
Lines, taxes, currency, and payment terms. Accept the quote — the order is not a new Excel file.
Stock-aware confirm
Confirmation can reserve inventory so the DS does not sell what the store already promised.
Draft invoice from the order
Accounts does not retype the delivery. The commercial document already knows the partner and the SKU.
Pricelists by channel
Wholesale, dealer, export — the right price without a sidebar WhatsApp to “confirm the rate”.
Approvals when you need them
Discount and credit gates for the quotes that should not fly solo.
Make-to-order kick
With Manufacturing on, a confirmed order can spawn the production order. Sales promised a date the floor can see.
The loop
Quotation → confirm → sales order → delivery → draft / posted invoice. Partial deliveries stay on the order.