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Sales & finance

Sales & Purchasing

Connect customer orders and supplier deliveries to warehouse work.

Prepare sales and purchase orders, control prices, reserve stock, and follow picking and receiving through to completion.

We can calculate a price after you send more details.

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01

Clear workflows for buying and selling

Separate Buy and Sell actions open the right form for the job. Purchases use supplier details, product costs, and a receiving company. Sales use customer details, sale prices, and stock allocation.

02

Build orders from your product catalog

Choose products with their SKU, barcode, unit, quantity, and price. Each order keeps the product details used at the time it was prepared, and catalog price overrides require explicit permission.

03

See what happens after confirmation

Sales confirmation creates fulfillment work; purchase confirmation creates receiving work. Expand an order to see readable source bins, staging destinations, and the location-change timeline for its products.

04

Handle partial work and cancellations

Warehouse staff can pick selected lines and record partial quantities. Cancelling a sales order also updates its linked fulfillment work and releases remaining reservations, keeping the commercial and warehouse records aligned.

How it works in practice

  1. 1

    Choose Buy or Sell and prepare the appropriate order.

  2. 2

    Confirm it to start receiving or stock allocation.

  3. 3

    Follow warehouse progress and complete or cancel the linked work.

Connect the rest of your work

WMS — Warehouse Management

Know what is in stock, where it belongs, and what is already committed.

CRM — Customer Relationships

Keep the right business and customer details close to every transaction.

Finance & Invoicing

Turn business activity into clear, consistent billing documents.

Build a plan around your business.

Choose the services and capacity your team needs. Available features depend on your plan, enabled services, and team permissions.

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