Sales
Quote, sell, ship, and collect — without re-entering data
Send a quote, convert it to an order, ship the goods, and invoice the customer — without typing the same information twice. Your stock adjusts when you ship, your books update when you invoice, and you always know who owes you what.
Zero
Data Re-Entry
Automatic
Credit Control
Yes
Partial Shipping
Connected
Quote to Cash
Key Features
What you can do
A detailed look at the capabilities included in this module.
Sales Quotes
- Full Quote LifecycleManage quotes from Draft through Sent, Accepted, Rejected, and Expired stages with complete status tracking.
- PDF GenerationGenerate professional, branded PDF quotes to share with prospects and customers.
- Expiry ManagementSet validity periods on quotes with automatic expiry — expired quotes are flagged but preserved for reference.
Quote-to-Order Conversion
- One-Click ConversionConvert an accepted quote to a sales order with a single click — all line items, pricing, and customer details carry over.
Sales Orders
- Bundle SupportSell product bundles as single line items with automatic component breakdown for inventory allocation.
- Multi-CurrencyCreate sales orders in any currency with exchange-rate conversion for base-currency reporting.
- PDF ExportExport sales orders as polished PDFs for customer confirmation and internal processing.
Credit Limit Enforcement
- Automatic Credit CheckThe system automatically checks customer credit limits before order confirmation and blocks orders that exceed the limit.
- Override with Audit TrailAuthorized users can override credit holds — every override is logged with the user, reason, and timestamp.
Order Lifecycle
- Five-Stage WorkflowOrders progress through Draft > Confirmed > Shipped > Invoiced > Completed with clear status visibility at every step.
Delivery Notes
- Partial ShippingShip orders in multiple deliveries — each delivery note tracks what was shipped and what remains outstanding.
- Shipment TrackingRecord carrier information, tracking numbers, and shipment dates for complete delivery visibility.
Invoicing
- Partial InvoicingInvoice customers for partial deliveries or milestones — the system tracks invoiced vs. remaining amounts.
- Terms TemplatesApply reusable payment-terms templates (Net 30, Net 60, COD, etc.) for consistent invoicing across customers.
What OpsmatiQ automates
These happen automatically — no manual intervention needed.
- Convert a quote to an order with one click — all details carry over automatically.
- Ship goods and your stock adjusts instantly — cost of goods sold is calculated for you.
- Invoice a customer and your books update — no separate accounting entry needed.
- Credit limits are enforced automatically — risky orders are blocked before they ship.
- Order status tracks itself as you ship and invoice — you always know what's outstanding.
Connected to other modules
Data flows seamlessly between modules — no manual handoffs.
- Delivery notes trigger inventory issue movements and FIFO batch consumption in the Inventory module.
- Invoices and credit notes generate Accounts Receivable entries and revenue journal postings in Accounting.
- Catalog provides product details, bundle composition, pricing tiers, and tax rates for every sales document.
- Customer credit limits are enforced against outstanding AR balances from the Accounting module.
Related modules
These modules work closely together to power your business workflows.
See Sales in action
Book a personalized demo to explore this module with your own data.