Complete sales
lifecycle management
Handle all aspects of sales operations from quotes to returns with comprehensive order management and advanced analytics.
Orders
| Order # | Customer | Date | Status | Type | Amount | Payment | Location |
|---|---|---|---|---|---|---|---|
| #10234 | Acme Co. | 2025-06-21 | Open | Sale | $1,249.00 | Partial | HQ |
| #10233 | Jane Smith | 2025-06-20 | Completed | Quote→Sale | $329.00 | Paid | Store 12 |
| #10232 | Techtronics | 2025-06-19 | Completed | Return | -$89.00 | Refunded | Warehouse A |
| #10231 | Good Home LLC | 2025-06-19 | Open | Service | $629.00 | Unpaid | HQ |
| #10230 | Northwind | 2025-06-18 | Cancelled | Scrap | $0.00 | N/A | HQ |
Sales Management Features
Multiple order
types support.
Manage all types of business transactions with dedicated workflows for each order type and comprehensive tracking.
Supports Sales orders, Returns, Quotes/Estimates, and Scrap. Convert quotes to orders, validate inventory in real time, and track exceptions end‑to‑end.
Explore how filters, a comprehensive table, grouped summaries, and a pivot grid work together to turn raw orders into insights. Export any view to CSV.
| Order # | Customer | Date | Status | Type | Amount | Payment | Location |
|---|---|---|---|---|---|---|---|
| #10234 | Acme Co. | 2025-06-21 | Open | Sale | $1,249.00 | Partial | HQ |
| #10233 | Jane Smith | 2025-06-20 | Completed | Quote→Sale | $329.00 | Paid | Store 12 |
| #10232 | Techtronics | 2025-06-19 | Completed | Return | -$89.00 | Refunded | Warehouse A |
| Type | Open | Completed | Cancelled | Total |
|---|---|---|---|---|
| Sale | 3 | 5 | 0 | $8,920.00 |
| Quote | 1 | 1 | 0 | $540.00 |
| Return | 0 | 1 | 0 | -$89.00 |
| Scrap | 0 | 0 | 1 | $0.00 |
Powerful
filters and data views.
Work faster with advanced filtering, a comprehensive table, grouped summaries, pivot analysis, and one-click exports.
Fast, flexible
order creation.
New Sales Order
| SKU / Service | Description | Qty | Unit Price | Tax | Warranty | Line Total |
|---|---|---|---|---|---|---|
| PROD-001 | Premium Widget | 2 | $499.00 | Manufacturer • 12 mo Start 2025-06-21Not claimed$49.00 | $1,098.00 | |
| SERV-101 | Installation Service | 1 | $150.00 | N/A | $150.00 | |
Both products and services are supported | ||||||
Orders
| Order # | Customer | Date | Amount | Actions |
|---|---|---|---|---|
| #10234 | Acme Co. | 2025-06-21 | $1,249.00 | |
| #10233 | Jane Smith | 2025-06-20 | $329.00 | |
| #10232 | Techtronics | 2025-06-19 | $629.00 |
Close the loop with
one‑click messaging.
Send a follow‑up SMS directly from the order — no context switching. Messages are tracked with the order for a complete customer history.
Share invoices
instantly via SMS.
Generate a secure, short‑link to the invoice/receipt and send it to the customer via SMS right from the order.
Online Invoice/Receipt
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retail business management?
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