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Sales

The Sales set of foundation apps include the following:

  • Quotations - Create a quotation based on items held either in UniFi or an ERP system, have it authorised and sent to a customer.
  • Sales Invoice - Enter or upload invoice details, select a customers from your accounting or ERP software and automatically email the invoice generated.
  • Know your customer - Collect and approve all information required and have the customer record automatically created on your accounting system.

The invoice is designed using the in-built BI reporting tool meaning users can easily customise the document and incorporate your organisations logo etc. You can use the process definition builder to add as many authorisation and approval steps as needed, meaning your transaction effectively starts as a sales order, becoming an invoice only when the order has been approved and verified.

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Work is currently underway to incorporate the sales invoicing foundation app into a more comprehensive 'Sales' enterprise suite, including additional foundation apps for customer onboarding (incorporating 'know your customer'), quotations and inventory management.