Sales Order Workflow

How it works?

Begin the sales journey by engaging with customers to understand their needs and initiate a Sales Order, which formally captures all relevant order details, such as products, quantities, and pricing. Next, through a Stock Inquiry, ensure that available inventory can meet the order requirements, paving the way for smooth fulfillment. A clear Quotation follows, detailing pricing for customer approval. As the process continues, Payment Collection secures revenue, while Dashboard Analysis offers insights into sales performance and customer interactions. Finally, seamless Accounting Integration ensures all data is accurately reflected in real-time financial reports.