Quotation to order to delivery to invoice — in one trail
Sell from the counter or the field without losing the paper trail — every quotation, order, delivery, and payment stays linked to the same customer and the same stock.
What you get
- Sales quotations that convert straight into sale orders
- Sale orders, delivery notes, and delivery routes
- Customer invoices, payments, and deposits
- Price lists and customer-specific pricing
- Sales returns with matching stock movements
- Stock deducted automatically as goods leave
How the workflow runs
- 1
Raise a sales quotation against a customer and price list
- 2
Convert the accepted quotation into a sale order
- 3
Deliver the goods and post the matching stock movement
- 4
Invoice the customer and record payments or deposits
Reports and operating visibility
- Sales dashboard, order status, and sales reports
- Customer balances, payments, deposits, and returns
Controls and audit evidence
- Price list and discount rules by customer
- Document status and approval history per transaction
Built for teams like these
Shops selling over the counter that still need a real invoice and stock trail
SMEs quoting, delivering, and invoicing business customers on credit terms
Frequently asked
- Which plan includes Sales?
- Sales is included in the Shop plan for retail counters, and in SME and Enterprise alongside accounting and inventory.
- Does selling reduce stock automatically?
- Yes. Deliveries and invoices post stock movements against the issuing warehouse, so on-hand quantities stay correct without a second entry.
- Can the Shop plan run without HR or payroll?
- Yes. Shop is a flat monthly price covering stock and counter sales only, with no per-employee charge. Move up to SME when you need HR, payroll, or accounting.
- Which plan includes Sales?
- Shop, SME, and Enterprise
- How is this module implemented?
- Humaneti confirms scope, data ownership, roles, workflow rules, migration inputs, acceptance criteria, and go-live support during implementation. The exact sequence depends on the modules and controls selected.
Explore other modules
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Ready to see it live?
Request a demo tailored to your team.