Sales & Customers
Quotes and estimates, sales orders, customers, and product pricing.
Customers
Quotes & estimates
- Create a quoteBuild a quote for a customer and send it for approval.
- Convert a quote or estimate to a sales orderTurn an accepted quote into a sales order without re-entering anything.
- Create an estimatePrepare a rough-cost estimate for a customer before quoting firm prices.
- Customer quote requestsReceive and respond to incoming quote requests, then turn them into quotes.
Sales orders
- Create a sales orderSell to a customer, reserve stock, and prepare the order for fulfillment.
- Sales order statuses and lifecycleHow a sales order moves from draft through fulfillment to closed.
- Discounts and taxes on ordersApply line and order discounts and add tax rates to a sales order.
- Allocate stock to sales ordersReserve on-hand stock against sales order lines so it can't be promised twice.
- Partial shipments and backordersShip the stock you have now and keep the remainder on backorder until it arrives.
Pricing
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