Feature

Sales

A complete order-to-cash flow. Quote, sell, deliver and get paid, with every step posting to your books and updating stock automatically. Sales stops being a set of disconnected documents and becomes one clean process.

Quotations, sales orders and invoices
Deliveries, including partial delivery
Customer payments and receipts
Credit notes, including partial and line-level
Sales returns with correct financial posting
Recurring sales schedules
Approval workflow and credit-limit enforcement
Multi-currency, attachments, and email straight from the document
Sales dashboard, plus sales-by-product, daily and monthly reports

How it works in practice

You quote a customer, they accept, and the quotation becomes a sales order without retyping a line. Deliver part of it now and the order tracks what is still outstanding; invoice it and stock moves, the ledger posts, and in Saudi Arabia the invoice is cleared with ZATCA in the same step. A payment against it settles the balance and the customer statement updates itself.

Works with

CRMLeads, an opportunity pipeline, follow-ups, campaigns and customer statements.ZATCA e-invoicingPhase 2 compliance for Saudi Arabia: clearance, reporting, certificates and QR.AccountingLedger, bank accounts, tax and full financial statements.

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