Sales
Quote, sell, ship, and collect — without re-entering data
Send a quote, convert it to an order, ship the goods, and invoice the customer — without typing the same information twice. Your stock adjusts when you ship, your books update when you invoice, and you always know who owes you what.
Zero
Data Re-Entry
Automatic
Credit Control
Yes
Partial Shipping
Connected
Quote to Cash
What you can do
Everything this covers
A plain-language look at what you get — and what it means for your business.
Sales Quotes
- Full Quote LifecycleManage quotes from draft through sent, accepted, rejected, and expired — with clear status the whole way.
- Professional PDF QuotesGenerate branded, professional PDF quotes to share with prospects and customers.
- Expiry ManagementSet validity periods on quotes with automatic expiry — expired quotes are flagged but preserved for reference.
Quote to Order
- One-Click ConversionTurn an accepted quote into a sales order in one click — every line, price, and customer detail carries over.
Sales Orders
- Bundle SupportSell product bundles as a single line, with the components handled automatically behind the scenes for stock.
- Multi-CurrencyCreate sales orders in any currency with exchange-rate conversion for base-currency reporting.
- PDF ExportExport sales orders as polished PDFs for customer confirmation and internal processing.
Credit Control
- Automatic Credit CheckOpsmatiQ checks a customer's credit limit before an order is confirmed and holds orders that would push them over — protecting your cash.
- Override with a RecordAuthorized staff can release a held order when it makes sense — and every override is logged with who, why, and when.
Deliveries
- Ship in StagesShip orders across multiple deliveries — each one tracks what went out and what's still owed to the customer.
- Shipment TrackingRecord carrier information, tracking numbers, and shipment dates for complete delivery visibility.
Invoicing & Getting Paid
- Invoice What You ShippedInvoice full or partial deliveries and OpsmatiQ tracks exactly what's been invoiced and what remains.
- Payment Terms & CollectionApply reusable payment terms (Net 30, Net 60, COD), record payments as they come in, and always know who owes you what.
What OpsmatiQ does for you
These happen automatically — no manual work needed.
- Convert a quote to an order with one click — all details carry over automatically.
- Ship goods and your stock adjusts instantly — cost of goods sold is calculated for you.
- Invoice a customer and your books update — no separate accounting entry needed.
- Credit limits are enforced automatically — risky orders are held before they ship.
- Order status tracks itself as you ship and invoice — you always know what's outstanding.
Connected to everything else
Your data flows between modules — no re-entry, no handoffs.
- Deliveries reduce Inventory stock and calculate cost of goods sold automatically.
- Invoices and credit notes create receivable and revenue entries in Accounting.
- Products & Pricing provides product details, bundle contents, price tiers, and tax rates for every document.
- Customer credit limits are enforced against outstanding balances from Accounting.
Works closely with
These modules connect to power your day-to-day workflows.
See Sales in action
Book a personalized demo to explore this module with your own data.
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