// Sales
Quotes, orders and supplier sourcing
Quotes, orders and supplier sourcing on one connected record.
Build quotes with agreed prices against RRP, with margin visibility gated by role, then turn an accepted quote into an order. Sourcing follows a clear path — local stock first, then other branches, then a supplier — comparing cost and lead time before you commit. Customer milestones fan out as notifications in their preferred language.
Quotes with margin control
Show the agreed price against RRP, with margin numbers visible only to the roles that should see them.
Quote to order
Turn an accepted quote into an order in one step, with no re-keying and a clear link back to the customer record.
Smart sourcing
Check local stock, then other branches, then suppliers — comparing cost and lead time before committing to a source.
Scan the document, open the record
Quotes, order confirmations and invoices carry a QR code in the corner. Scan the paper a customer brings back and the record it belongs to opens straight away.
- Agreed pricing against RRP with role-gated margins
- One-step quote-to-order conversion
- Sourcing path: local → branches → supplier
- Milestone notifications in the customer’s language
- QR codes on quotes, orders and invoices that open the record