Sales & Orders. Quote to cash without the gaps.
Quotation, sales order, proforma, delivery note and tax invoice are one linked chain. Stock reserves on order and revenue posts on invoice.
| Item | Ordered | Delivered | Amount |
|---|---|---|---|
| Steel frame FG-FRAME-01 | 20 | 12 | 37,000.00 |
| Anchor bolts M16 | 400 | 400 | 6,400.00 |
Everything in Sales & Orders
Included in the module and connected to the rest of WorkOSync out of the box.
Branded, versioned quotes with validity dates and one-click acceptance.
Confirm an order, reserve stock and schedule delivery in one screen.
A printable, emailable proforma for advance payment or import LCs.
Raise a delivery note from the sales order for a partial or full shipment. Stock posts out as it leaves, and the tax invoice is one click from the note.
Create the tax invoice from the order lines with the delivery links preserved.
Item-wise sales, gross profit and sales register reports out of the box.
Three steps, no retyping
Send a branded quotation with validity and terms. The customer accepts online.
Convert to a sales order, reserve stock and issue a proforma for the advance.
Post delivery notes as goods go out and create the tax invoice from the delivered lines.
Every order tells its full story
Open any order and see the quote it came from and the invoice it became.
- Quotations
- Sales orders
- Proforma invoice
- Delivery notes
Questions about Sales & Orders
Can I part-deliver an order?
Yes. Each delivery note records what left, and the invoice can bill delivered lines only.
Is the proforma a tax invoice?
No, and it says so. It is for advances and letters of credit; the tax invoice is issued on delivery.
Can I edit an order after confirmation?
Amendments create a new version with the change log kept.