Sales & Procurement
Sales & Procurement
Accounts, orders, quotes, purchase orders, returns, and warranties - the full commercial lifecycle.
What's Included
Everything you need, nothing you don't.
Accounts (Unified CRM)
One record per account - customer, supplier, or both.
- Dual-role customer/supplier
- Multiple contacts per account
- Payment terms and pricing
- Full account history
- CRM activity timeline
- Soft delete with restore
Customer Activity Tracking
Never lose track of a conversation. See every interaction in one timeline, linked to orders and quotes.
- Calls, emails, and meeting history
- Account activity timeline
- Link to contacts and quotes
- Duration tracking
- Filter and search
Sales Pipeline
See where your quotes come from and which ones convert.
- Lead source attribution
- Pipeline value by status
- Conversion tracking
- At-risk account alerts
Orders
Full order lifecycle from creation to fulfilment.
- Auto-numbered ORD
- Full lifecycle tracking
- Line items with tax
- Quote-to-order conversion
- Partial fulfillment
Quotes
Create quotes, track revisions, and convert to orders in one click.
- Auto-numbered QTE
- Convert to order
- Validity periods
- Revision tracking
- Lead source tracking
Purchase Orders
Manage supplier orders with goods received tracking.
- Auto-numbered PO
- Goods received tracking
- Supplier management
- Cost tracking
Returns (RMA)
Process returns with reason tracking and automatic stock adjustments.
- Auto-numbered RMA
- Reason tracking
- Status workflow
- Stock adjustment on completion
Warranties
Track warranty periods and file claims linked to equipment.
- Auto-numbered WR/WC
- Claim filing
- Warranty periods
- Linked to equipment
Backorders
Automatically detect and manage backorders with priority fulfilment.
- Automatic detection
- Fulfillment tracking
- Partial delivery support
- Priority management
Related Features
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