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Sales, orders and operations

Order management

Create quotations and orders before an invoice. Keep the customer, products, prices and order status together.

Order management — screen based on the Spread ERP demo
Actual Spread ERP demo screen
How it works

Know what a customer requested and what happens next.

A practical path through the work, from first record to the next decision.

01

Prepare a quotation

Choose the customer, products, quantities and prices.

02

Record the order

Keep the confirmed order and its line items in one place.

03

Follow fulfilment

Review the order alongside inventory and the resulting sales invoice.

What you can keep in view

Order process

Create quotations and orders before an invoice. Keep the customer, products, prices and order status together.

  • Quotations and proforma invoices
  • Customer orders
  • Product and price details
  • Sales invoice handoff
Illustrative workflowSpread ERP
01Quote
02Order
03Inventory
04Invoice
Example view based on the Spread ERP demo; sample labels only.
LET’S TALK ABOUT YOUR WORKFLOW

See how this could fit your business.

Tell the Spread team what you manage today and where you need a clearer view.

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