Stages and sources
New, sent, costing, quoted, feedback, won or lost, and where it came from: email, WhatsApp, phone or entered by hand.
Manage customer orders from enquiry to delivery.
Track each order through its stages, with links to the sales opportunity, supplier requests and related documents.
Available capabilityIncluded capabilities
Linked documents
The deal it belongs to and a tree of every request and document raised from it.
Find and duplicate orders
Open an order by its number, and copy it into a new one.
Add and find lines
Add a line from a button above the table, and find any line in a long order.
The guided demo illustrates a selected workflow. Availability depends on the enabled configuration; beta items are labelled above.