Sales controls & order management
35 appsMulti-level quotation and order approvals, sales stages, cancel reasons, order merge and bulk confirmation, team-based access to customers and orders, pricelist imports and quotation designs.
Typical workflow
- 1 Create quotation
- 2 Approval by threshold
- 3 Confirm order
- 4 Deliver and invoice
Apps in this capability (35)
-
Add Products by Barcode in Sale Order
Adds products to sales orders by scanning their barcodes.
- Barcode on sales orders
- Faster entry
- Fewer mistakes
-
Advance Product PriceList
Extends pricelists so rules can be defined by product category, brand or a combination of both, for sales and the shop.
- Category and brand rules
- Combined conditions
- Sales and website use
-
All in One Import Order Lines
Imports order lines into sales orders, purchase orders, invoices and bills from CSV or Excel.
- Sales and purchase lines
- Invoice lines
- CSV and Excel
-
All In One Sale Reports
Provides a set of sales and invoice analysis reports comparing customers, products and salespeople.
- Customer comparison
- Product performance
- Salesperson payments
-
All in One Sales Report
Prints daily sales, sales day book, payment, product summary and top customer reports.
- Day-wise sales
- Product summary
- Top customers
-
Automated Sale Order Processing
Automatically confirms delivery and creates invoices when a sales order is confirmed, for simple sales flows.
- Auto delivery validation
- Auto invoicing
- Configurable automation
-
Bulk Sales Order Confirm
Confirms multiple sales orders at once and sends the confirmation emails.
- Bulk confirmation
- Confirmation emails
- List view action
-
Bundle of Sales Related
A bundle of sales productivity tools including bulk confirmation, mass cancellation and order merging.
- Sales productivity
- Bulk actions
- Bundle pricing
-
Customized Quotation Designs
Offers configurable quotation and sales order layouts with professional styles, colours and headers.
- Quotation templates
- Brand styling
- Flexible layout
-
Extra Price On Product Variants
Allows editing the sale price of individual product variants, including on the website.
- Variant prices
- Website variants
- Price maintenance
-
Import Pricelist and Pricelist Items
Imports pricelists and their rules from Excel.
- Pricelist import
- Pricelist rules
- Bulk pricing updates
-
Import Sales Order Line from Excel
Imports sales order lines from an Excel file into a quotation.
- Excel line import
- Product matching
- Large orders
-
Mass Cancel Sales Order and Purchase Order
Cancels many sales or purchase orders in one action.
- Bulk cancellation
- Sales and purchase
- List view action
-
Multi Branch for Pricelists
Assigns pricelists to branches so each branch applies its own prices within one company.
- Branch on pricelists
- Branch-specific prices
- Single company set-up
-
Open Sales Orders by Sales Person Detail
Exports open sales orders by salesperson to Excel for follow-up.
- Open orders report
- By salesperson
- Excel output
-
Product Variant Extra Price
Applies manual extra prices to product variants.
- Variant extra price
- Manual pricing
- Website and sales
-
Replacement Order for Sales Process
Creates replacement orders for customers, with replacement reasons, for damaged or incorrect goods.
- Replacement orders
- Replacement reasons
- Linked to original order
-
Report Templates Sale Base
Base for generating sales documents from LibreOffice templates.
- Template-based reports
- LibreOffice
- Sales documents
-
Report Templates Sale Order
Provides professional quotation and sales order templates in a range of styles.
- Multiple template styles
- Quotation and order
- Professional output
-
Sale and Purchase Order History
Shows the last ten sales or purchase orders for a partner while creating a new order.
- Recent order history
- Sales and purchase
- Better negotiation
-
Sale and Purchase Product History
Shows the last ten order lines for a product with a partner, including prices.
- Product order history
- Previous prices
- Sales and purchase
-
Sale Cancel Reason and Reason Details
Requires a cancellation reason when a sales order is cancelled, for analysis of lost sales.
- Mandatory cancel reason
- Reason details
- Lost sales analysis
-
Sale Hide Description
Hides product descriptions on sales order lines and the printed order where they are not needed.
- Hide line description
- Cleaner reports
- Form and PDF
-
Sale Order and Purchase Order Last/Previous Order Price
Fetches the last price used for a product with a customer or vendor on new orders.
- Last price retrieval
- Customer and vendor
- Price consistency
-
Sale Order Workflow Approval
Defines flexible, multi-step approval workflows for sales orders based on conditions.
- Configurable workflow
- Multi-step approvals
- Conditions by order
-
Sale Purchase Image And Sequence
Adds product images and line numbers to sales and purchase order lines and their reports.
- Product images on lines
- Line sequence numbers
- Printed reports
-
Sales Group - Multiple Sales Person on Sales Cycle
Assigns a group of salespeople to customers, leads and orders when several people share the sales cycle.
- Multiple salespeople
- Shared accountability
- Across CRM and sales
-
Sales Order Merge
Merges several sales orders into a new or existing order.
- Merge orders
- New or existing target
- Line consolidation
-
Sales Order Stages / Sales Stages
Adds custom stages to sales orders to reflect the company's sales process.
- Custom order stages
- Stage tracking
- Process visibility
-
Sales Quotation Approval
Configures multiple approval levels for quotations, each with its own approvers.
- Approval levels
- Approvers per level
- Controlled quoting
-
Sales Quotation Number
Gives quotations their own numbering sequence separate from confirmed orders.
- Quotation sequence
- Order sequence
- Clear references
-
Sales Team Member Limited Customers
Limits each sales team member to their own customers and contacts.
- Customer access per user
- Contact restrictions
- Data privacy
-
Sales Team Members Access to Sales Order of Team
Allows members of the same sales team to view and edit each other's quotations and orders.
- Team-level access
- Shared order handling
- Team collaboration
-
Top Selling Items and Top Customers of Month
Shows the month's top-selling products and top customers.
- Top products
- Top customers
- Monthly ranking
-
Tripple Approval Sales Quote and Order
Adds a three-level approval for quotations and orders: department or sales manager, finance manager and director, by amount range.
- Three approval levels
- Amount ranges
- Finance and director sign-off