Sales Management — Quotation to Invoice in One Flow

Convert prospects to paying customers faster. Build professional quotations, confirm orders, and raise invoices — all linked, all tracked, with zero paperwork lost in between.

Three Steps, Complete Sales Cycle

From the first price quote to the final invoice — all connected automatically.

Sales Flow
Quotation Sales Order Sales Invoice

One-click conversion at every stage. No re-entering data. Full audit trail from enquiry to payment.

From Enquiry to Payment

Every step tracked and connected — no loose ends, no missed follow-ups.

1

Build a Quotation

Create professional quotations with item-wise pricing, taxes, discounts and validity period. Send directly to the customer via email or WhatsApp.

2

Confirm Sales Order

When the customer accepts, convert the quotation to a Sales Order in one click. Stock is reserved, production or dispatch is notified automatically.

3

Raise Invoice

Generate GST-compliant invoices directly from the Sales Order. Partial billing, advance adjustments, and credit notes — all handled seamlessly.

4

Track Receivables

Monitor outstanding payments, send payment reminders, and view ageing reports by customer — so you always know who owes what and since when.

Everything in the Sales Module

Built to close more deals, faster — without losing track of a single order.

Quotation Management

  • Professional quotation builder
  • Item-wise tax & discount configuration
  • Validity tracking & auto-expiry alerts
  • Quote version history & revision tracking
  • WhatsApp & email delivery of quotes

Sales Order

  • One-click quotation-to-order conversion
  • Customer-wise pricing & credit limits
  • Partial delivery & backorder management
  • Linked to production & dispatch
  • Order approval workflow

Invoicing & GST

  • GST-compliant invoice generation
  • Proforma, tax & credit invoices
  • Advance receipt & adjustment
  • Credit note & return management
  • Auto e-invoice & e-way bill (coming soon)

Analytics & Receivables

  • Outstanding receivables & ageing reports
  • Sales performance by rep, region & product
  • Top customers & product ranking
  • Payment reminder automation
  • Month-on-month revenue dashboards

Sell More. Collect Faster.

Problems our Sales module solves from day one.

No More Lost Quotes

Every quotation is stored, versioned, and linked to the customer's order history. You always know which quotes are pending, accepted, or expired — at a glance.

Customer-Specific Pricing

Different customers get different prices, discounts, and credit limits — configured once, applied automatically every time you raise a quotation or order.

Faster Collections

Automated payment reminders and real-time ageing reports ensure your team follows up on time — reducing DSO and improving cash flow predictably.

Sales is Connected to Your Entire Operation

A confirmed Sales Order automatically checks inventory, triggers production planning if stock is short, and links to purchase for raw material procurement. Invoices update receivables in real time.

Ready to Streamline Your Sales Operations?

See the full Quotation → Order → Invoice cycle in action — tailored to your business on a walk-through call.

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