Sales operations, made structured.
Every customer conversation, every quotation, every sales order, every return — captured, structured, and connected to inventory and finance. Real-time stock visibility. Real-time credit checks. Real-time customer history. Sales operates on complete information, not stale spreadsheets.
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What Sales & Order Management handles.
From customer master to dispatch — the module covers the full sales cycle, with pricing, credit, and stock enforced at every step. All included in every tier.
How sales runs.
These are the sales operations that run every day — quote to order, credit control on the fly, and structured returns. Each one connected to inventory and finance as it happens.
Quote to Order
Sales team pulls up the customer, sees credit status and purchase history. Generates quotation with correct pricing tier applied automatically. Customer confirms — quote converts to sales order with pricing preserved. Stock is reserved. Warehouse gets picklist. Timeline: minutes, not hours.
Credit Management on the Fly
Order confirmation triggers credit limit check. If customer is within limits, order proceeds automatically. If approaching or exceeding limit, order flags for approval — routes to authorized approver with full context (current outstanding, aging, payment history). No manual credit-status calls.
Sales Returns Handling
Customer requests a return. Sales team validates against original invoice, applies return policy, generates return authorization. Returned goods flow into inbound receipt workflow. Credit note generates automatically. Refund or credit adjustment flows to finance. Complete audit trail preserved.
Who uses Sales & Order Management.
Sales owns the module day to day, but customer service, management, and finance all work off the same records.
How Sales connects.
A sales order is never an isolated record — it reserves stock, triggers tax handling, and feeds every dashboard downstream.
Common questions about sales and order management.
Yes — customer group pricing, volume pricing, promotional pricing, and project-specific pricing can all coexist. The correct tier applies automatically at quote and order entry.
Every customer has a configured credit limit. Order confirmation checks current outstanding + this order against the limit. Within limits: proceeds automatically. Approaching or exceeding: flagged for approval with full context.
Yes. Quotations have version control with expiry tracking. Sales orders can be edited before confirmation. All changes tracked in audit trail.
Automatic email or messaging notifications at key milestones — order confirmed, dispatched, delivered. Configurable per customer preferences.
Sales operations, made structured.
A 30-minute discovery call showing how sales workflows run on Stockrect. If it's a fit, we'll follow up with a tailored proposal.
Have questions first? Email hello@stockrect.com