From a quoted price to a recognised one.

Customer record

Groups, territory, several billing and shipping addresses, contacts, credit limit, payment terms, currency, and a default price list — all defaulting onto the documents you raise.

Territory and customer group trees

Two hierarchies rather than flat fields, so a regional total is a node rather than a filter somebody has to remember.

Sales person tree

A reporting structure, with a manager's number being the roll-up of the people underneath rather than a separate figure.

Sales teams on the document

Several sales people on one order with a contribution percentage each, so a split deal is credited as one.

Sales partners

Channel and referral partners with their own commission rate, tracked against the orders they brought.

Targets

Targets per sales person and per territory, by item group and period, distributed across the year by a named pattern.

Customer blocking and credit limit

A limit per company that warns or stops at order or at delivery, with a named credit controller able to release it.

Quotations

Raised against a lead, a prospect, or an existing customer, with validity dates, several revisions, and a lost reason with competitors recorded when it does not land.

Order from quotation

The accepted quotation becomes a sales order with items, rates, taxes, and terms carried forward — no retyping and no drift between what was quoted and what was sold.

Order types

Sales, maintenance, or shopping cart, which is what lets service work and goods sit on the same order list without confusing the reports.

Delivery schedules per line

One item across several dates on the same order, tracked line by line rather than as one balance.

Payment schedules

Deposit, on delivery, retention — each with its own date and portion, inherited by every invoice raised against the order.

Blanket orders

An agreed quantity and rate over a period, with individual sales orders drawn against it and the remainder tracked.

Hold, close, and amend

Hold an order with a reason, close it against the balance you will never ship, or amend a submitted order with the change recorded on it.

Customer purchase order reference

Their number and date on your order, with an optional check that refuses the same reference twice.

Price lists

Any number, per currency, per territory, buying or selling, with item prices carrying validity dates and quantity breaks.

Pricing rules

A discount or a rate applied on conditions — item, item group, brand, customer, customer group, territory, campaign, quantity, amount, or period — with a priority order between them.

Margin over cost

Price set as a percentage or amount over valuation rather than a fixed figure, for businesses that price on cost rather than on list.

Promotional schemes

One campaign with several slabs generating the pricing rules underneath it, so a seasonal promotion is one record rather than fifteen.

Mixed conditions and free items

Apply on the total of a group of items rather than line by line, and give a free item as the rule's result where that is the offer.

Coupon codes

A rule that only fires for someone holding the code, with usage limits validated at the point it is applied.

Selling price validation

A company-level check that refuses a rate below valuation or below the purchase rate, with a named role permitted to override.

Shipping rules

Freight by net weight or net total in bands, by country, applied to the document rather than typed as a line.

Delivery notes

Made from the order with batch and serial selection, packing, and the option to invoice straight from the note.

Pick lists

Several orders consolidated into one pick, with allocation by rule and the delivery notes created from the completed pick.

Stock reservation

Reserve against the order down to batch and serial, so committed stock cannot be picked for a different customer.

Product bundles

Sell one code and ship its components, priced as one line and moved as many.

Drop ship

Lines marked for shipment straight from the supplier, linking the purchase order to the sales order that caused it.

Partial delivery and returns

Ship against an order as many times as needed, and take a return that reverses stock, valuation, and the credit note together.

Installation notes

Commissioning recorded against the serial numbers delivered, for equipment where the sale is not finished at the door.

Invoice from order or delivery

Either route, with quantities and rates carried and the order tracking percentage delivered and percentage billed separately.

Consolidated invoicing

Many deliveries onto one invoice for customers billed on a cycle rather than per shipment.

Taxes by rule

The template chosen from customer, address, or item, with inclusive or exclusive handled per row.

Gross profit

Margin by item, customer, territory, or invoice, computed against the valuation the stock ledger actually holds.

Deferred revenue

Recognised across a service period by days or months, booked on a schedule rather than remembered each month.

Commission

Calculated from the sales team and partner contributions on the document, so it is a report rather than a spreadsheet at month end.

Credit notes and returns

A return document that reverses the invoice and the stock together, with the reason on the record.

Status through the chain

Percentage delivered and percentage billed on every order, so 'where is this' is a field rather than a conversation.

Pending order items

Ordered and not yet delivered, by required date, with the overdue separated out.

Delivered items to be billed

Shipped and not yet invoiced — the revenue leak most businesses find on the first day.

Sales analytics

Value and quantity by customer, item group, territory, or sales person across periods, charted.

Quotation conversion

Won, lost, and open by period, with lost reasons and named competitors.

Inactive customers

Customers who bought and then stopped, ranked by what they used to be worth.

Quotation preparation

A quotation drafted from a request with the right price list, applicable rules, and stock availability already resolved.

Order chasing

Overdue delivery lines and unbilled deliveries identified daily, with the owner told what is late and why.

Credit and margin checks

Orders breaching a credit limit or falling below a margin floor held and routed, with the figures set out for the person deciding.

Renewal and reorder prompts

Customers due to reorder on their own pattern, and contracts approaching expiry, raised before the gap rather than after.

Limits and approval

An agent may draft and check. Discounting past a set floor and releasing a credit block always route to a named person.