Key Capabilities
Sales Order Creation
Build sales orders with a streamlined form. Select the customer, add line items from your product catalog, apply markup and discounts, and save.
- Account lookup with auto-fill
- Product catalog search and selection
- Custom line items with free-text descriptions
- Automatic tax and total calculations
Line Item Management
Full control over every line on a sales order. Add products, adjust quantities, apply per-line discounts, and reorder items with drag-and-drop.
- Product catalog integration with live pricing
- Quantity, unit price, and discount per line
- Markup rules and pricing tiers
- Line-level notes and descriptions
PDF Quote Generation
Generate professional, branded PDF quotes from any sales order. Your company logo, colors, terms, and payment details are automatically included.
- Company-branded templates
- Professional layout with line item detail
- Terms and conditions footer
- Print-ready formatting
Email Delivery
Send quotes and order confirmations directly to customers via email. PDF attachments are generated and sent with one click.
- One-click email with PDF attachment
- Customizable email templates
- Delivery confirmation logging
- CC and BCC support
Order Status Tracking
Track every sales order through its lifecycle: Draft, Submitted, Approved, In Progress, Fulfilled, and Closed.
- Visual status indicators
- Status history with timestamps
- Filterable order list by status
- Dashboard metrics for open orders
Fulfillment & Invoicing
Convert completed sales orders into invoices with one click. Track partial fulfillment and manage backorders seamlessly.
- One-click invoice generation
- Partial fulfillment support
- Shipping and fulfillment tracking
- Linked invoice and payment history
