Sales & Customer
Sales & Invoicing
The order-to-cash path in one place: quotation, order confirmation, delivery and invoice. Pricing, stock availability and credit position are checked against live records rather than a separate list.
What Sales & Invoicing covers
Quotations
Versioned quotes with approval where needed.
Sales orders
Confirmation, allocation and partial delivery.
Price lists
Customer, quantity and contract pricing.
Credit control
Limits and holds checked at order entry.
Delivery notes
Picking, dispatch and proof of delivery.
Invoicing
Invoice from order or delivery, with tax applied.
How Sales & Invoicing works
Quote against stock you actually have
Availability and pricing come from the live records, so a quotation reflects what can be delivered and at what margin, rather than an assumption corrected later.
- Live availability at quotation
- Customer and contract price lists
- Margin visible before the quote goes out
One path from order to cash
The order drives the delivery, the delivery drives the invoice, and the invoice posts to the ledger. Each step carries a link back to the previous one.
In the interface
What changes when you run it
- Quotations that reflect real availability and real margin
- Credit limits enforced at entry rather than at collection
- Invoices that trace back to a delivery and an order
- No re-keying between sales and finance
Ready to see it on your operating model?
A focused walkthrough — your projects, leasing, finance and reporting. Not a slide deck.