Sales Orders
Manage quotes, orders, and fulfillment with a streamlined sales order system that connects directly to inventory and invoicing.
Screenshot / Visual
What This Module Includes
A complete workflow for managing customer orders from quote to delivery.
- • Create quotes and convert them into sales orders
- • Track order status and fulfillment progress
- • Pull inventory and pricing automatically
- • Apply discounts, taxes, and custom pricing rules
- • Sync with Inventory and Work Orders
- • Generate invoices instantly
- • Customer‑friendly order summaries
- • Internal notes and approval workflows
Sales Order Lifecycle Diagram
A Smooth Sales Workflow
From quoting to fulfillment, your sales process stays organized and efficient.
Every step syncs with CRM, inventory, and billing automatically.