01 · Quote to cash

Pick a customer, add lines from the catalogue, convert the quote, allocate across two warehouses, dispatch with a carrier label. The kit line explodes into its bill of materials and anything short raises a works order on its own.

Try it · runs in your browserQuote to cash
Step 1 of 4
Quote QT-3319Trade · Leeds LS1
LineQtyUnitTotal
TNT-RIDGE2
Ridge 2 tent
2£166.32£332.64
KIT-CAMP
Camp cook kit (bundle) · BOM
6£69.52£417.12
Net (after 12% trade)£749.76
VAT 20%£149.95
Total£899.71
Margin (kit costs rolled up)47%
Cataloguetap to add
Trade customers get their own price list. Kits carry a bill of materials. Stock shows per warehouse.
In the real product
  • Quotes carry line-level routing and kit costs; converting creates the sales order and any BOM works orders in one step.
  • Auto-allocate works per line and per warehouse, honouring customer, currency and warehouse rules.
  • Dispatch prints Royal Mail or FedEx labels, updates Shopify, raises the invoice and syncs it to Xero.
Do this for realAll demos