Sales: Quotes become orders, orders ship complete, and finance gets a clean handoff.
Quotation, order, stock reservation, fulfillment, returns and the invoicing handoff, with customer-visible status along the way.
Customers, quotations, sales orders, deliveries, returns and price lists, all stateful and auditable.
Price-list governance, discount thresholds, credit checks and fulfillment sign-offs.
Needs Inventory for reservations. Marketing enriches the same customer records.
Customers and open orders migrate from templates; price lists validated before the first live quote.
SO-2207 in the homepage walkthrough ships complete with the real landed cost, variance included.
Your records stay exportable in open formats before and after cancellation. Offboarding follows a documented export and deletion path.
Yes. Masters first, open transactions second, using sample templates from your Blueprint's data-readiness block.
Role-based permissions with approval thresholds; every sensitive action lands on the audit trail.
The Blueprint states scope, dependencies and exclusions explicitly before you activate anything.