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Sales Order Software
Sales orders from accepted proposals or manual entry: lines, confirm, ship, collect, and report.
- Orders from proposals or scratch
- Customer, location, CRM
- Draft, confirm, cancel
- Shipments and remaining qty
Key features
Core capabilities and benefits this solution delivers.
Orders from proposals or scratch
Convert an accepted proposal in one action when entitled, keeping customer context and line structure. Or build an order manually with multi-line editor, workspace currency, and optional exchange rate.
Customer, location, CRM
Attach workspace customers and customer locations; when CRM is enabled, link an opportunity for reporting and follow-through.
Draft, confirm, cancel
Save as draft or confirm in one step. Cancel open orders when business rules allow; delete drafts that have no shipments or payments.
Shipments and remaining qty
Record shipment date, reference, and quantities per line up to remaining open quantity. History lists each shipment and its lines.
Optional inventory stock-out
When inventory is enabled and a line has product and warehouse, shipments can create outbound stock movements for the shipped quantity.
Payments and receivable
Record collections with amount, date, currency, method, and reference. Workspace formatting applies; receivable derives from order total minus payments.
Accounting hook
Optionally post income to a ledger account on payment when Accounting module and permission allow.
Reporting
Workspace snapshot of orders, revenue, collected amounts, and outstanding receivable with drill-down friendly tables.
Raporlar
Sipariş özeti: toplam sipariş, açık sipariş, tamamlanan, ciro, tahsilat ve açık alacak; sipariş tablosu.
10 Details
What does the Sales module cover?
Sales links proposals and operations to fulfilled orders, shipments, and cash collection. The sections below summarize lifecycle, fulfillment, and finance hooks.
