Sales documents
The full B2B sales cycle, from the first quotation to the invoice and the payment.
What it does
Create a quotation, copy it to an order, deliver the goods and invoice the customer, with each step linked so you can see the whole relationship map. Credit limits, approvals and salesman targets keep the team on track.
Key features
Documents
- Quotations, sales orders and deliveries
- A/R invoices, returns, credit notes and debit notes
- Copy from / copy to between documents
- Relationship map of linked documents
Control
- Customer special prices and price lists
- Approval routes for discounts, credit and more
- Warehouse per document with a default per module
- Numbering series with prefix and suffix per branch
Team
- Salesmen on documents
- Sales targets and achievement
- Customer statements and aging
- Print layouts you design yourself
Screens from this module
Real screens, shown with sample data.
How it works
- 1
Send a quotation
- 2
Convert it to a sales order
- 3
Deliver from the chosen warehouse
- 4
Invoice and collect the payment
Reports & dashboards
- Quotations, orders and open lines
- Invoice summary and details
- Sales targets versus actual
- A/R aging and customer statements
Related modules
Pricing & Promotions
Price lists, special prices, discount groups by channel and period, buy X get Y and combo offers.
Sales & POSAccounting
Chart of accounts, journals, payments, cheques, cost centres, budgets and statements.
FinanceCRM
Leads, opportunities, pipeline, activities, segments, campaigns and tickets.
CustomerApprovals
Multi-level approval routes, substitutes and notifications for any document.
Platform
See MAPRIT working for your business
Book a demo with our team and see it working for your business.