From enquiry to payment
Turn an accepted quote into an order
Keep customer details, line items and agreed prices together. An accepted quote becomes an order with an owner and a due date, instead of being copied into another spreadsheet.
Make outstanding work visible
Give staff a queue of orders awaiting stock, approval or payment. Managers can follow overdue items with the responsible person instead of asking every team for a status update.
Pilot the change with one team
Import representative records and let the people doing the work test the system. Check totals, permissions and exceptions before migrating the rest, with a fallback ready for the switch.
What we can build for you
- Connected customer, quotation and order records
- Staff work queues, permissions and management reports
- Data import, pilot rollout and staff training
Does everything need replacing?
Keep a working accounting or stock tool and connect through its API or exports where possible. Custom work often belongs in the gaps between tools; replacing everything adds migration and training effort.
