Sales / 02 OF 08
Keep the deal and its history together.
Prepare a quote, revise it with the customer and convert it when they say yes. The number, items, agreed prices and history carry into the order.
This sample order has customer approval and ready artwork, while payment is still pending. Sales can see which part needs attention before releasing the work.
Enlarge image ↗
The customer, payment terms, tax treatment and fulfillment method sit with the order. In this example, the order is due on receipt and set for pickup.
Enlarge image ↗IN THE SHOP
How the team uses it.
- 01
Send a quote
Record the work and its selling price while the customer considers the proposal.
- 02
Convert on acceptance
Carry the accepted items into the order and release the work when it is ready for production.
- 03
Follow the invoice
Email the invoice with its payment link and check the remaining balance against recorded payments.
EARLY ACCESS