From the first quotation to the signed delivery note, with the customer record underneath every step. Each stage is derived from the record before it, so the pipeline you see is the pipeline that exists.
Two document types on one engine. Line discounts, validity dates, customer PO and RFQ references, and tax applied at either document or line level. A quotation moves Draft → Pending Approval → Approved, then converts to a sales order in one click and locks itself.
Every quotation carries a live timeline — approved, converted, procured, delivered — derived entirely from the records that actually exist. Nothing on it is a manually ticked checklist, so it cannot be wrong.
Commercial invoices and sales invoices, each with its own approval queue. Payment receipts are recorded separately as payment or GST receipts, with withholding tax captured on the receipt itself.
Credit limit, credit term, cash or credit terms, and three tax identifiers per customer. Multiple named contacts, one flagged primary, selectable directly on a quotation.
A first-class party alongside customers, with region and assigned area, credit terms, and a default delivery method — company vehicle, third-party logistics, or both.
Own-fleet or client-collected dispatch, multi-stop routes, waybill numbers, and uploaded driver-licence and vehicle-registration scans. Trip cost is captured line by line — fuel, driver allowance, tolls, miscellaneous — so a delivery has a real cost, not an assumed one.
Most growing companies run the commercial chain across a quotation spreadsheet, a separate invoicing tool, and a messaging app for approvals. The result is the same price typed three times, and no reliable answer to “where is this job?”.
The Commercial workspace keeps it as one chain. A quotation is raised against a customer, approved by the people you nominate, converted to a sales order in one click, and locked so the quoted price cannot quietly change afterwards. Lines flagged as needing procurement become buy requests, delivery notes carry a QR code and a real trip cost, and the invoice and the payment receipt close the loop. Because every step is derived from the record before it, the progress shown on a quotation is calculated, not ticked by hand.
Yes. A quotation moves Draft → Pending Approval → Approved. Only the roles you choose can approve it, and once approved it locks against casual edits. Anyone else who needs a change raises an edit request with a reason, which is routed for review rather than refused.
Tax is applied at document or line level using named tax categories, and withholding tax is captured on the payment receipt itself. For Saudi e-invoicing requirements see ZATCA e-invoicing.
Yes. Trip cost is captured line by line — fuel, driver allowance, tolls and miscellaneous — and totalled, so a delivery has a measured cost rather than an assumed one.
Tell us what your company does and which modules you would actually use. We will walk you through the system handling your work — not a slide deck.