Quotations live in inboxes
A quote sent from someone’s mail client is invisible to everyone else. Nobody can say what was offered, at what price, or whether it still stands.
Sales
Quote it once. The order carries it through.
Sales runs on the same customer, item and stock records as everything downstream. A price agreed on a quotation is the price on the order, on the dispatch note and on the invoice, because all four are reading one record.
The problem
Where selling loses money quietly.
None of these are dramatic failures. They are the small, daily leaks of running sales in a tool that knows nothing about the rest of the business.
Prices are remembered, not recorded
Customer-specific rates and agreed discounts sit in people’s heads. The wrong one gets applied and nobody notices until the invoice is queried.
The order is typed again
What was quoted is re-keyed into an order, then into a dispatch note. Each retype is a chance for a quantity or a rate to change without anyone deciding it should.
The same stock is promised twice
Three orders commit the same pallet because the person taking the fourth had no way to see what was already spoken for.
Capabilities
What the Sales app covers.
Five groups, all reading the customers, items and price lists already held in the Core OS.
Quotations
From first enquiry to a document the customer can act on.
- Templates
- Versions
- Validity dates
- Approval
- Convert to order
Pricing
The rate that applies, applied without anyone looking it up.
- Price lists
- Customer rates
- Discount rules
- Multi-currency
- Tax
Sales orders
The record everything downstream reads from.
- Confirmation
- Partial fulfilment
- Backorders
- Amendments
- Cancellation
Customer terms
What this customer is allowed, held on the customer.
- Credit limits
- Payment terms
- Territories
- Delivery addresses
- Contacts
Visibility
What is open, what is late and what it is worth.
- Pipeline
- Fulfilment status
- Order history
- Sales reports
- Margin
Workflow
One order, six stages.
The same reference runs through all six. Nothing is re-entered on the way.
A sales order moves through six stages: enquiry, quotation, approval, confirmed order, stock reservation and invoice.
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01 Enquiry
SO-2026-0148
Logged
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02 Quotation
SO-2026-0148
Sent
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03 Approval
SO-2026-0148
Approved
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04 Sales order
SO-2026-0148
Confirmed
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05 Stock
SO-2026-0148
Reserved
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06 Invoice
SO-2026-0148
Raised
Use cases
Where it earns its place.
A distributor with territory pricing
Different rates by territory and by customer, applied automatically rather than looked up in a rate sheet that three people maintain differently.
A trader quoting against goods still at sea
A quotation raised against an incoming consignment, so what is promised is tied to what is actually arriving and when.
A branch team sharing customers
Two branches selling to the same customer see one credit limit, one order history and one set of agreed terms.
Works with
Sales on its own is useful. Connected, it is the point.
These read and write the same Core OS records, so a handover between them passes a reference rather than a retyped copy.
Inventory
Real-time stock across warehouses, batches and serial numbers.
Dispatch
Planning, picking, loading and proof of what actually left.
Trade
Import and export orders with their documentation and landed cost.
Finance
Invoicing, receivables and reporting off operational records.
FAQ
Questions about Sales.
Can we keep customer-specific prices?
Yes. Price lists and per-customer rates live on the customer record in the Core OS, so the right rate is applied wherever that customer is used — quotation, order, invoice — without anyone having to look it up.
Does a quotation show what is actually in stock?
If Inventory is active, yes. The quotation reads available stock at the moment it is prepared, so you are not promising what is already reserved against another order.
What happens when an order is only partly fulfilled?
The order stays open for the balance. Partial dispatch, backorder and amendment are ordinary states on the order itself, not a second document someone has to remember to raise.
Can approvals be required before a quotation goes out?
Yes. Approval rules are Core OS workflow, so sign-off can be required by value, by discount level or by customer, and the record of who approved what is kept with the quotation.
Have a different question? Talk to us.
See it quote against your own price list.
Bring a quotation you sent last week. We will show what the same one looks like when the order, the stock and the invoice are reading it.