From quote to delivery to invoice.
One order.
Quotations customers sign online, orders that reserve stock and create delivery orders, partial deliveries and backorders, invoices by what was ordered or what was delivered, and the margin on every line.
AI inside the work you already do.
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- Never billed above what left the shelf
- Pro-forma invoices with frozen pages
- Lot, average or standard costing
What it does
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From quotation to order
- A quotation with optional extras, a deposit, terms and the customer’s online signature.
- A page per product you choose, printed with the quotation, with the PDF you uploaded for it.
- The margin per line and per quotation from what the goods cost you; the customer never sees it.
- Reminders before a quotation runs out, on your own WhatsApp or text messages.
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Delivery orders and stock
- A confirmed order makes a delivery order and reserves stock lot by lot, first expiry first.
- Reserved stock is no longer offered at the till, in the store or on the next quotation.
- A partial delivery makes a backorder, and shipments can be split by place and day.
- Delivery notes with ordered and sent quantities, carrier and tracking.
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Invoices
- Bill by quantity ordered (the remainder, a percent or a down payment) or by quantity delivered.
- A line is never billed above the quantity delivered.
- A down payment is taken off the first delivered bill, and the pieces add up to the order exactly.
- Numbered pro-forma invoices with frozen pages that post nothing.
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Pick, pack and ship
- One wave for online orders, sales deliveries, business client orders and marketplace orders.
- One walk, the same scans, cartons and parcels on the floor screen and the phone.
- Hand-over validates the delivery and takes the goods off the shelf at cost.
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Orders that start the work
- Start a project from an order, and invoice the approved hours against it.
- Open a field job for the service lines, or plan a shift on the rota.
- A CRM deal can start a project too.
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Commissions and costing
- Commission plans on net value or margin, when the invoice is issued or when it is paid, with a share for the team leader.
- Commission statements: draft, approved, then paid.
- Costing by lot, average or standard, with a valuation report that shows them side by side.
Who it is for
- Wholesalers and distributors
- Manufacturers
- Fit-out and contracting firms
- Service companies
Good questions
Can customers sign quotations online?
Yes. Each quotation has an accept link where the customer signs, and it then becomes an order.
Can I invoice only what was delivered?
Yes. Choose billing by quantity delivered: each invoice covers what left and has not been billed yet, and no line is ever billed above what was delivered.
What if not all the stock is there?
What is reserved ships, and the rest becomes a backorder that reserves stock as it arrives, or you cancel it.
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