Sales operations

Orders & Quotes

Full cycle from quote to shipment. Automatic credit check, ATP availability check, stock reservation and invoice creation.

Quote β†’ Order Credit check ATP check Auto stock reserve Partner roles

Key capabilities

From commercial quote to shipment β€” no manual data transfer between systems.

  • One-click quote to order conversion
  • Credit control β€” blocking when limit exceeded
  • ATP (Available-to-Promise) β€” availability check across warehouse
  • Automatic stock reservation on confirmation
  • Partner roles: buyer, payer, ship-to
  • Price inheritance from contract
  • Auto-invoice creation on confirmation
  • Delivery tracking per order line
Orders list
Order detail

Order confirmation process

1

Credit check

The system automatically checks the customer's credit limit. If exceeded β€” blocks or requires manager approval.

2

ATP check

Checks availability of each order line in the warehouse. If not all items are available β€” warning or blocking.

3

Stock reservation

On order confirmation β€” automatic reservation of the required quantity in the warehouse for this order.

4

Auto invoice creation

OrderConfirmed event triggers automatic invoice creation and AR posting in accounting.

Related modules

🧾 Invoicing 🏭 Warehouse & WMS πŸ“œ Contracts πŸ‘₯ Counterparties