✨What you can do
Send a professional quotation, turn it into a sales order when the customer agrees, deliver in one or more trips with a delivery note, and invoice what was delivered — without typing anything twice.
Your daily routine in 5 steps
- Quotationsend on WhatsApp
- Acceptedconvert
- Sales orderreserve the work
- Deliverdelivery note
- Invoicemoney to collect
🧭Where to click
Find your section
These tools are in the Sales group of the left menu, the same for every business type.
The common groups (Sales, Purchases, Finance, People, Business, Settings) are the same for every business and are explained in Getting started.
🚀Day-1 setup
Do these once, in this order, before your first day of work.
Check your products and customers
- Products and customers must exist first — but you can also type a New customer name right on the quotation.
🛠️Everyday tasks
Click a heading to open or close it. Steps are numbered in the order you press.
Copy a quotation
- Open the quotation and press ⧉ Duplicate: a new draft with the same customer, items, prices and notes opens, dated today — change what you need.
Write a quotation
- Sales → Quotations → New quotation. Choose the customer, Add item for each line, set Valid until and Notes / terms. Save.
- Press Send on WhatsApp or Print / PDF, then Mark as sent.
Customer said yes
- Open the quotation → Customer accepted → Convert to sales order (or Convert to invoice for a simple job).
Deliver and invoice
- Open the sales order → Deliver now. Enter the quantity for this trip.
- Choose Deliver & invoice to bill at once, or Deliver only and later Invoice delivered items.
- Print the Delivery note for the driver; the customer signs Received by.
Set special prices
- Price lists & offers → Create price list for a customer, or Save offer for a period (e.g. Ramadan 10%). The POS and new quotations use them automatically.
Track leads
- Leads & pipeline → New lead. Move it through the pipeline, add follow-ups, and when they buy press Convert to customer.
⚙️What the system does for you
- Converting never re-types items or prices.
- Expired quotations are marked Expired.
- Invoices post to your accounts and appear in Money to collect.
📈Reports & numbers
| Report / number | What it tells you |
|---|---|
| Quotations | Sent, accepted, rejected, expired |
| Sales orders | Ordered vs delivered vs invoiced |
| Sales pipeline | Open deals value and expected sales |
Also open Analytics for sales, expenses and profit charts.
🏷️Status guide
| Status | Meaning |
|---|---|
| Sent | Waiting for the customer |
| Accepted | Ready to convert |
| Delivered | Goods handed over |
| Invoiced | Billed |
| Expired | Validity date passed |
| Cancelled | Cancelled |
❓Common questions
Can I change a quotation after sending?
Yes, while it is not converted. Send it again after editing.
Stuck? We are one message away.
Send us a screenshot on WhatsApp +974 3398 2304 and tell us what you were trying to do.