Sales and finance

Order management and delivery notes

An approved quote becomes an order. An order can be delivered in parts; each delivery note reduces stock and is ready to be invoiced. The order shows what has been delivered and what has been invoiced.

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  • Partial delivery and invoicing
  • Deliveries reduce stock
  • Order confirmation as PDF and by email
Order list: order number, customer, delivery status, invoicing status and amount.

Orders

An order is created from a quote or entered directly. Its status is calculated from the delivered and invoiced quantities; there is no need to update it by hand.

  • Quote lines are carried over to the order
  • The order confirmation is sent to the customer as a PDF
  • The delivery date appears in the calendar
  • Delivery notes and invoices linked to the order on one screen
Order details: items, delivered and invoiced quantities, linked documents.

Delivery notes

On the delivery note you choose how many units of each item are shipped. The shipping method and the tracking number are noted. When the delivery note is marked as “delivered”, stock is reduced.

  • Several delivery notes from one order
  • A cancelled delivery note restores the quantity and the stock
  • Delivery note PDF and email
Delivery note list: number, customer, order, date and delivery status.

Conversion to invoice

An order or a delivery note is converted to an invoice with one click. Only the quantity that has been delivered and not yet invoiced goes onto the invoice; the same item is not invoiced twice.

  • Keyboard shortcut: F3 converts to an invoice
  • If the invoice is cancelled, the order quantities are opened again
  • The customer can follow the order in the portal

Frequently asked questions

Can I enter an order without a quote?

Yes. An order can be created directly; the quote step is not mandatory.

Is there an integration with shipping carriers?

No. The shipping method and the tracking number are entered on the delivery note by hand.

Which plan includes orders?

Orders and delivery notes are available from plan M. Stock tracking is in plan L.

Related features

Quotes

Line editor, revisions, PDF and email, online approval in the customer portal.

Learn more

Stock and purchasing

Stock movements, minimum stock, stock counts, purchase orders and goods receipt.

Learn more

Invoices and payments

Issuing invoices, partial payments, due date tracking, receivables ageing and receipts.

Learn more

ERP

Orders, delivery notes, invoices, stock, purchasing, expenses and reports in one system.

Learn more

Try it with your own data

All modules are open for 14 days. No card details are requested and nothing needs to be installed.

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14 days free, no card required