Sales
Every sale, from the first quote to the last dinar.
Send a quotation, turn the yes into an order, deliver it and invoice what left the warehouse, without typing a line twice. Each step opens on the one before it, and every client's balance is always current.
What it does
Quote, then take the order
Send a priced quotation with the date it is valid until, revise it while the client negotiates, and turn the one they accept into an order. An order can wait for a manager's approval before it is confirmed.
Deliver what was ordered
A delivery note takes its lines from the order and its goods out of stock when it ships. Partial deliveries are followed line by line, so you always know what is left to send.
Invoice, and know who owes what
Invoice what was delivered with the TVA worked out, then record each payment as it comes in. Past-due invoices rise to the top of the Sales home on their own.
Take goods back, and credit the client
A sales return puts the goods back in stock, and a credit note takes its amount off the invoice it corrects. The client's balance follows both.
Works with
Business Partners
Every quotation, order and invoice is for a client of the register, with their identifiers and their payment terms.
Inventory
A delivery takes the goods out of the warehouse when it ships, and a return puts them back.
Treasury
A payment recorded against an invoice is booked in the account it was paid into.
Set your business up today
Sign up, pick the trade closest to yours, and the modules it calls for are switched on. Every step has its page in the guide.